Category: Global Economy
The analysis published under this category are as follows.
Tuesday, March 08, 2011
Debt, Inflation and Global Economy Systemic Risks, The ZIRP Trap / Economics / Global Economy
By: John_Mauldin
I get a lot of client letters from various managers and funds, as you might imagine. I read more than I should. But one that shows up every quarter or so makes me stop what I am doing and sit down and read. It is the quarterly letter from Hayman Advisors, based here in Dallas. They are macro guys (which I guess is part of the magnetic attraction for me), and they really put some thought into their craft and have some of the best sources anywhere. So today we take a look at their latest letter, where they cover a wide variety of topics, with cutting-edge analysis and sharp insight. I really like these guys, and suggest you take the time to read the entire letter.#
Friday, February 25, 2011
Top 12 Countries at Extreme Risk of Economic Collapse / Economics / Global Economy
By: Dian_L_Chu
Risk analysis firm Maplecroft just released its new fiscal risk index ranking of 163 countries. Europe trumps all other regions with 11 out of twelve courtiers rated as "extreme risk." However, quite surprisingly, only one PIIGS country--Italy which takes the top spot--is in the top 12.
Friday, February 25, 2011
World Economy Returns to Pre Financial Crisis Levels / Economics / Global Economy
By: Pravda
The year 2010 ended with considerable growths in the volumes of global trade. This index reached the pre-crisis level in December. The volume of trade increased by 15.1 percent during the year. The world economy demonstrated a stable improvement after the critical year of 2009, when the volume of global trade dropped by 13 percent. The commodity circulation is expected to increase as well, experts believe.
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Thursday, February 17, 2011
Global Systemic Crisis, World Geopolitical Breakup By End of 2011 / Economics / Global Economy
By: LEAP
With this issue our team is celebrating two important anniversaries in anticipation terms. Exactly five years ago, in February 2006, the GEAB N°2 suddenly encountered worldwide success by announcing the next "Triggering of a major global crisis" characterized especially by "The end of the West as we have known it since 1945”.
Wednesday, January 26, 2011
IMF Global Economic Forecast Revised Up on Emerging Market Growth & U.S. Tax Cuts / Economics / Global Economy
By: Money_Morning
Don Miller writes:
The International Monetary Fund (IMF) yesterday (Tuesday) raised its 2011 global economic forecast based on strong growth in emerging markets and stronger U.S. output fueled by tax-cut extensions.
The world economy will expand by 4.4%, more than the 4.2% the IMF projected in October, while growth in 2012 is expected to be 4.5%, unchanged from October, the agency said in an update to its World Economic Outlook report.
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Tuesday, January 25, 2011
The Financial Crisis, The Worst Is Behind Us / Economics / Global Economy
By: DailyWealth
Steve Sjuggerud writes: "It's unprecedented," you'll hear people say.
"It's the worst since the Great Depression," you'll also hear. "We've never experienced such bad times."
Saturday, January 15, 2011
Be Wary of Rosy Economic Outlooks for 2011 … and Profit Along the Way! / Economics / Global Economy
By: Bryan_Rich
Last year Byron Wien, the former Morgan Stanley strategist, former billion-dollar hedge fund strategist, current Vice-Chairman of Blackstone and highly touted market prognosticator predicted 2010 would be a V-shaped recovery for the U.S. economy.
He was wrong …
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Wednesday, January 05, 2011
Global and Regional Economic Outlook 2011 / Economics / Global Economy
By: David_Urban
The problem with making a year long commentary is that things can change which throws off your initial theory. That was the main problem with my forecast as Bernanke decided to launch QE2 amidst criticism from global central banks. This put a floor under the market and lit the fuse for the rally in equities and commodities.
So what happens in 2011 and how does that affect investment portfolios? From my chair looking out over the world here is what I see happening based on current events.
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Friday, December 31, 2010
The Economic Flop That Was 2010 / Economics / Global Economy
By: Bill_Bonner
The year is almost over. Time to write the obituaries.
What kind of year was it? A flop. A failure. A loser. Just like we said it would be.
It was a “year that fizzled,” writes David Leonhardt in The New York Times.
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Friday, November 26, 2010
Global Economy Key Projections For 2011 And Beyond / Economics / Global Economy
By: Akhil_Khanna
We would first evaluate the performance of our projections for 2010 as outlined in our forecasts last year (http://www.marketoracle.co.uk/Article15943.html) before taking a shot at predicting the direction of the Global Economy for 2011.
Friday, November 19, 2010
Bernanke Seeks New International Monetary System, Warns End of US Economic Recovery / Economics / Global Economy
By: Mike_Shedlock
In speeches before a European Central Bank conference in Frankfurt, Ben Bernanke went on an unprecedented attack, accusing China of throwing a monkey wrench into the global recovery, blaming China for slow global growth and a potential "End to the Tepid U.S. Recovery".
Thursday, November 11, 2010
China's Trade Imbalance Threatens Global Economic Stability / Economics / Global Economy
By: Money_Morning
Kerri Shannon writes:
China announced yesterday (Wednesday) that its trade surplus grew 60.7% in October from the month before as efforts to rebalance its economic growth this year have failed. Furthermore, recent policy tightening measures mean domestic demand is unlikely to pick up in the near future.
"The rebalancing of China's economy has an awfully long way to go – in fact it's hardly even got started," Mark Williams, an economist at Capital Economics Ltd. who previously worked at the U.K. Treasury as an adviser to China, told Bloomberg. "In normal circumstances, the world might be willing to wait, but not when the likes of the U.S. are struggling with very high unemployment."
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Monday, November 01, 2010
U.S. Quantitative Easing is Fracturing the Global Economy / Economics / Global Economy
By: Michael_Hudson
Moreover, it may well be asked whether we can take it for granted that a return to freedom of exchanges is really a question of time. Even if the reply were in the affirmative, it is safe to assume that after a period of freedom the regime of control will be restored as a result of the next economic crisis. (Paul Einzig, Exchange Control (1934)).[1]
Tuesday, October 26, 2010
Engineering a Global Depression to Create a Global Government, “Crisis is an Opportunity” / Politics / Global Economy
By: Andrew_G_Marshall
The following is a sample from an forthcoming book by Andrew Gavin Marshall on 'Global Government', Global Research Publishers, Montreal. For more by this author on the issue of the economic crisis and global governance, see the recently-released book by the Centre for Research on Globalization, "The Global Economic Crisis: The Great Depression of the XXI Century," co-edited with Michel Chossudovsky, in which the author contributed three chapters on the history of central banking, the rise of a global currency and global central bank, and the political economy of global government.
Thursday, October 21, 2010
Global Economic Decoupling Alive and Well / Economics / Global Economy
By: Neeraj_Chaudhary
While the US economy continues to weaken (see my recent commentary: Don't Doubt the Double-Dip), many foreign economies continue to experience solid -- even spectacular -- economic growth. When the global economic crisis began in 2008, many forecasters doubted that the world economy could return to growth without the US consumer. But the world is learning what Peter Schiff has long predicted: that the US consumer is a drag on the world economy, not an engine for growth. As "decoupling" becomes more apparent, emerging economies are forming trade links among themselves, accelerating the process of decline for the United States.
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Thursday, October 07, 2010
IMF Warns of Slower Economic Growth As Currency War Rages On / Economics / Global Economy
By: Money_Morning
Don Miller writes:
Meetings of the Group of Seven (G-7) countries in Washington this week could feature a clash of views that have sparked an international currency war even as the International Monetary Fund (IMF) warned that growth in developed economies is slowing.
The conflict represents a fundamental disagreement about how to sustain the global economic recovery among countries that prefer flexible exchange rates like the United States, and others that are resisting calls to allow its currency to appreciate, like China.
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Saturday, October 02, 2010
The Morality of Chinese Econimic Growth, Crude Oil at $125 a Barrel, Gasoline at $5 / Economics / Global Economy
By: John_Mauldin
Oil at $125 a Barrel, Gasoline at $5
David Rosenberg and Capacity Utilization
Gary Shilling: Commercial Real Estate and Employment
The Morality of Chinese Growth
This week I am at a conference in Houston. I must confess that I don’t attend many of the sessions at most conferences where I speak. But today, the guys at Streettalk Advisors have such a great lineup that I am there for every session. But it’s Friday and I need to write. The solution? This week you get a “best of” letter. The best ideas I’ve heard and the best charts I’ve seen at this conference. Then we close with two short but very thoughtful essays from Charles Gave and Arthur Kroeber of GaveKal on “The Morality of Chinese Growth.” Lots of charts and something to make you think. Should be a good letter.
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Sunday, September 12, 2010
Competitive Currency Devaluations Race, Not Every One Can Run a Trade Surplus / Economics / Global Economy
By: John_Mauldin
The Last Half
But It's More Than the Deficit
Not Everyone Can Run a Surplus
Pity the Greeks
The Competitive Currency Devaluation Raceway
There are a number of economic forces in play in today's world, not all of them working in the same direction, which makes choosing policies particularly difficult. Today we finish what we started last week, the last half of the last chapter I have to write to get a rough draft of my forthcoming book, The End Game. (Right now, though, it appears this will actually be the third chapter.) We will start with a few paragraphs to help you remember where we were (or you can go to http://www.marketoracle.co.uk/Article22482.html to read the first part of the chapter).
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Saturday, September 11, 2010
US Ranks Fourth In Global Competitiveness / Economics / Global Economy
By: Jesse
I think the biggest surprise for US readers might be how high the US ranks in global competitiveness, and the countries that rank the highest. And of course there is the absence of China in the top ten. Shocking when viewed through the lens of an artificially managed-to-the-dollar currency pair.
Tuesday, September 07, 2010
Real Economic GDP Growth, U.S. vs Germany / Economics / Global Economy
By: Paul_L_Kasriel
As Chart 1 shows, German real GDP growth, at an annualized rate of 9.0%, blew away U.S. growth at a paltry 1.6%. A number of factors might account for the stronger performance of the German in economy in the second quarter vs. the U.S. But one I want to concentrate on is the change in credit provided by private-sector financial institutions. These data are presented in Chart 2. I do not have oranges-to-oranges data to compare, but I do have oranges to tangerines data.
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