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

MishTalk

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

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

MishTalk

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. Feds Balance Sheet. QE History.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? You Walk Away Blog.

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Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

MishTalk

Anyone recall Time Magazine going "gaga" over housing, using exactly that word on the cover? In June I announced Its time to shift the arrow on the basis of Time Magazine going gaga over real estate. or financial instrument, or to participate in any particular trading or investment strategy. How Secular Bull Markets End.

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Mish's Global Economic Trend Analysis: FHA Swamped By Defaults.

MishTalk

While these reforms may improve FHAs balance sheet over the long term, they would also reduce market liquidity, which in turn could cause home prices to fall. or financial instrument, or to participate in any particular trading or investment strategy. Time Magazine : Best 25 Financial Blogs. The ideas expressed on this.

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Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

But one way or another we do have to write down the huge hidden losses in the country’s balance sheet, and this will mean not a collapse but rather many years of Japanese-style slow growth as the system grinds its way though its excesses. the country’s balance sheet, and this will mean not a collapse but.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. or financial instrument, or to participate in any particular trading or investment strategy. Time Magazine : Best 25 Financial Blogs. The ideas expressed on this. with the author(s). Continue reading.