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

MishTalk

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. Pension Tsunami.

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Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

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. Productivity. (6). A Simple Question about the Credit Markets. Posted by Consultant Ninja. at 7:39 PM. Labels: Analysis. Consulting. (88).

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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 2003-2006 the Fed ignored major bubbles in home prices, then commercial real estate. What Baum Left Out.

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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

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. Part of it may simply be that few Chinese see any real alternative to real estate as a way of saving. China Rich in Reserves. Pettis Replies.

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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

It is continuing to expand at twice the rate of nominal, or money, gross domestic product, and according to official data has pushed the credit to GDP ratio up to 215 per cent in 2013, and most likely more. One impact of the shadow banking system is an implicit and hidden “reduction” in China’s real minimum reserve requirement.

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

MishTalk

Investors’ attraction to riskier credit also spawned greater issuance in assets such as payment-in-kind notes and mortgage real estate investment trusts (mREITs). Historical evidence shows that this rarely happens following a balance sheet recession. Restoring sustainable global growth poses significant challenges.

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

MishTalk

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. The most important effect is likely to be on demand for wealth management products. GoldMoney: The Best Way to Buy Gold & Silver.