Remove Balance Sheet Remove Marketing Remove Productivity Remove Real Estate
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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.

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Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

A Simple Question about the Credit Markets. Heres my understanding of the current TARP/TARPII/PPIP/etc plans: The major "sick" banks wont lend to businesses, because their balance sheets are tied up with bad assets that they cant sell. But wouldnt that be a better market result than letting the sick banks keep their share?

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China Cash Crunch Eases, For How Long? Three Things China Needs to Avoid; When can Beijing Truly move to Market-Determined Interest Rates?

MishTalk

China''s Move to Market-Set Rates Let''s step back to December 8 and look at China Relaxes Grip on Interest Rates China is relaxing its grip on interest rates with the launch of a financial instrument that allows banks to trade deposits with each other at market-determined prices. China’s credit boom is still in full swing.

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Ivory Tower Academics, Inflation, and Kindness

MishTalk

Real yields might not rise, but it’s unlikely they would fall. And long-term rates are what matter for capital investment, which is key to increasing the economy’s growth potential and raising productivity.". From 1997-2000 the Fed ignored a major bubble in the stock market. Balance sheet recession" might go away!?

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Bulls and Bears Debate China: Property Bubble Expands Again; GDP Growth Picks Up; Economic Recovery Underway? No Says Michael Pettis

MishTalk

I don''t and neither does Michael Pettis at China Financial Markets. The Financial Times reports China house price surge raises prospect of steps to cool market. A series of land sales have set record prices since August, with real estate developers ramping up their competition for the best plots in the biggest cities.

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BIS Slams the Fed; Ridiculous Question of the Day: "Is The Fed Going To Attempt A Controlled Collapse?"

MishTalk

The BIS slam, coupled with a recent stock market selloff, brought up debate on a " controlled collapse ". Over the past few years, non-financial corporations in a number of EMEs have borrowed heavily through their foreign affiliates in the capital markets, with the debt denominated mainly in foreign currency.

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

MishTalk

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets.