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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Financial Sense. Market Oracle. Market Ticker. Real Clear Markets. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Sitka Pacific.

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Rising COVID cases, falling economy

Tom Spencer

Since the start of February this year, the Fed has expanded its balance sheet by more than $2.4 To put that in context, the Fed was created in 1913, and its total balance sheet assets only reached $2.4 trillion in assets, but only 2 months to achieve the same amount of balance sheet expansion this year.

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James Grant Conference Video: Inflation Expectations, Growth, Policy Problems; Europe Has Become Japan

MishTalk

Here''s an interesting video from the recent James Grant Conference. Note: you may have to click on the play arrow twice to start the video. Note: you may have to click on the play arrow twice to start the video. From this perspective of the bond market, Europe has become Japan. I think not, and have stated so many times.

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Mish's Global Economic Trend Analysis: Reader Question: Does the.

MishTalk

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Financial Sense. Market Oracle. Market Ticker. Real Clear Markets. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements?

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"Whatever It Takes" Stage Two; Headwinds Explain Why Draghi Will Fail This Time

MishTalk

Having already cut interest rates to record lows and saying they can go no lower, Draghi is now focused on boosting the ECB’s balance sheet. We are quite confident that the impact on our balance sheet size will be adequate, will be significant, will be sizable,” Draghi said. trillion] more than the current level.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Financial Sense. Market Oracle. Market Ticker. Real Clear Markets. The Financial Times reports ECB exit from easing remains far off, Draghi says.

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Nothing Magical About 2% Inflation Target Says Bernanke

MishTalk

Bernanke also made the case in his presentation for keeping the Fed’s balance sheet big in the aftermath of the financial crisis. [Is Most other major central banks have permanently large balance sheets and are able to implement monetary policy without problems,” he said. [And pray tell, what credibility is that?]