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

MishTalk

What Has Government Done to Our Money? Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The risk premiums of risky securities have become unsustainably compressed in the process, and the Feds balance sheet has metastasized to $3.5 Home Builders.

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Coronavirus & Consulting Offers

Tom Spencer

The travel and hospitality industries have been decimated, stock markets around the world have tanked, and governments struggle to combat this devil on so many fronts. They just went through, at great expense, the interviewing and hiring of a new “class” of undergraduate consultants. Commerce has ground to a halt. Today, not so much.

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

MishTalk

What Has Government Done to Our Money? Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month.

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Would a Bund by any other name smell as sweet?

Tom Spencer

ON WEDNESDAY November 23rd, an auction of German government bonds (known as “Bunds”) managed to sell only €3.6 Thirdly, European banks are currently focused on building their balance sheets not on lending. Case Interviews. Would a Bund by any other name smell as sweet? in Economics. How could Dexia fail?

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Has COVID-19 Derailed Your Planning? Tips From a Crisis Management Expert

Martinka Consulting

For tips on how to minimize damage I interviewed my friend Dan Weedin, who is a crisis and disaster management expert (you can see more about Dan at www.danweedin.com). Know what’s happening with governments and their policies. If you have a line of credit, consider using it to get cash on your balance sheet.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

What Has Government Done to Our Money? Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Given the stock and bond market bubbles the Fed has created, the Fed of course should taper (not that it should ever have expanded its balance sheet in the first place).