Category: Economic Recovery
The analysis published under this category are as follows.
Friday, October 30, 2009
After Strong U.S. GDP, Markets Look to Chicago PMI and University of Michigan Consumer Confidence / Economics / Economic Recovery
By: Lloyds_TSB
Following stronger-than-market-expected US gdp data yesterday (figures met our projections), the financial markets are likely to see-saw as usual today. US data releases will dominate today as well, with personal income, spending, the price deflator, Chicago PMI and University of Michigan consumer confidence due out. With gdp figures for Q3 showing a rise in consumer spending of 3.4% annualised, the likelihood is that personal spending for September may not fall as much as the consensus suggests, though income may well stay flat.
Thursday, October 29, 2009
Financial Markets Primary Focus on U.S. Q3 GDP Economic Data / Economics / Economic Recovery
By: Lloyds_TSB
It is a busy calendar for economic figures today but markets will primarily focus on the advance estimate of US Q3 gdp this afternoon. Despite a 'bolt from the blue' from the UK last week, we believe it is still worth highlighting that the consensus is for annualised US growth of 3.2%, with the range from 2% to 4.8%. We look for a rise of 3.5%, following a drop of 0.7% in Q2 and bringing to an end the longest series of quarterly declines since such records started in 1947.
Tuesday, October 27, 2009
Twelve Reasons For A Job Loss Economic Recovery / Economics / Economic Recovery
By: Mike_Shedlock
I have been talking about the Job Loss Recovery for quite some time. Here are a few recent examples.
Monday, October 26, 2009
Time for New Stock Market Leadership? / Stock-Markets / Economic Recovery
By: John_Derrick
The market has rallied dramatically since the March 9 low, with the biggest beneficiary of this rally being low-quality companies.
This intuitively makes sense, given that companies with the most troubled outlooks are the ones most likely to have a strong recovery when the dire outcomes predicted at the bottom of the crisis failed to transpire.
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Saturday, October 17, 2009
Is the Real Economy Growing, Expanding, and Making Money? / Economics / Economic Recovery
By: Bill_Bonner
What a marvelous flimflam! So obvious...and yet so effective! It's a pleasure to watch.
Yesterday, the Dow soared over they 10,000 mark. If it keeps going at this rate – up 144 points yesterday – it will soon equal the post-'29 bounce. All we need is two more days and we're there.
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Saturday, October 17, 2009
Fed Strategy Working, Higher Stock Prices Point to Rising Economic Optimism / Economics / Economic Recovery
By: Bryan_Rich
If you consider all of the structural problems in the U.S. economy, there has not been a lot of progress toward getting things back on track. The root causes of what created the near debilitating financial and economic crisis still remain:
Friday, October 16, 2009
Economic Recovery Euphoria, Ignorance Is Bliss / Economics / Economic Recovery
By: Peter_Schiff
While all the talk at present is about economic corners turned and markets charging ahead, no one is paying much notice to an American economy deteriorating before our eyes. These myopic commentators seem to be simply moving past the now almost-universally held conclusion that before the crash of 2008, our economy was on an unsustainable course. If these imbalances had been corrected, then perhaps I too would be joining in the euphoria. But evidence abounds that we have not veered at all from that dangerous path.
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Wednesday, October 14, 2009
Global Economic Growth Trends, The Falling Value of the U.S. Dollar / Economics / Economic Recovery
By: Hans_Wagner
Global growth trends are important factors that significantly influence the opportunities for investors. In the first article, we discussed the long-term employment problem within the United States that will cause the economic recover to be weaker than previous recoveries. In this article, we are addressing the three of the important fundamental factors encouraging U.S. dollar’s down trend.
Monday, October 12, 2009
Economic Data to Confirm or Refute Continuing Financial Markets Optimism / Economics / Economic Recovery
By: Lloyds_TSB
A sense of cautious optimism prevails in financial markets. And the week ahead is rich in economic data that will provide further clues on the pace of improvement in global economic conditions. Following September’s disappointing US non-farm payrolls and ISM manufacturing data, financial markets are likely to use this week’s releases to judge whether confidence has risen too far, too quickly. The latest monetary policy decision from the Bank of Japan is also due, where we look for the key overnight call rate to remain at 0.1%.
Sunday, October 11, 2009
U.S. Changing Unemployment Picture as Economy Emerges from Recession / Economics / Economic Recovery
By: Bob_Chapman
The number of Americans filing first- time claims for unemployment benefits fell last week to the lowest since January, a sign the labor market is deteriorating more slowly as the economy emerges from the recession.
Applications fell by 33,000 to 521,000, lower than forecast, in the week ended Oct. 3, from a revised 554,000 the week before, Labor Department data showed today in Washington. The total number of people collecting unemployment insurance dropped in the prior week to the least since March.
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Wednesday, October 07, 2009
Does Asia's Economic Rebound Signal the Return to Stellar Growth? / Economics / Economic Recovery
By: RGE_Monitor
Deleted.
Tuesday, October 06, 2009
Strengthening Economic Data for UK, U.S. Economies / Economics / Economic Recovery
By: Lloyds_TSB
After the recent spate of weak economic data, this week began on a more positive note, with yesterday's service sector reports in the UK and US both surprising on the upside. The UK CIPS services sector PMI was particularly firm, with the index rising from 54.1 in August to 55.3 in September - its strongest pace of expansion in two years. That conditions in UK services are improving was also signalled in the latest financial services report from the Confederation of British Industry, which showed confidence amongst UK financial services firms rising for the first time since the start of the credit crisis in 2007.
Saturday, October 03, 2009
The Economy and Debt, A Pragmatic View / Economics / Economic Recovery
By: Brian_Bloom
In Australia (as in many other countries of the world), our Federal Government’s reaction to the financial crisis was to distribute money in the form of “gifts”. Their intentions were supposedly honorable. They wanted to stimulate the economy. In the first instance, they wanted to stimulate the construction industry because housing is a very important element of the economy. So they offered the gift of a significant cash rebate (funded by taxpayer money) to first home buyers. What was the impact of this?
Wednesday, September 30, 2009
PMI Economic Surprise and Biggest Stocks Rally Since 1998 / Economics / Economic Recovery
By: Mike_Shedlock
With each passing day the number of people that think the bottom is in, earnings will keep improving, and even a correction is unthinkable keeps rising. Here are a pair of interesting headlines moments apart on Bloomberg.
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Tuesday, September 29, 2009
Four Big Economic Indicators to Watch for Economic Recovery / Economics / Economic Recovery
By: Nilus_Mattive
There are many items that influence the day-to-day moves in a stock, bond, or commodity’s price — earnings news, corporate financials, simple supply and demand, and a whole lot more. Heck, I’ve even read an academic study that argued the weather has a huge influence on whether markets close up or down!
Thursday, September 24, 2009
What’s a Consumer Economy Need in Order to Keep Growing? / Economics / Economic Recovery
By: Bill_Bonner
You wanna know what is going on? David Rosenberg explains...
"US consumers are cutting back, and where they are not cutting back, they are scaling down. This new cycle is all about 'getting small' and it is deflationary. For yet another in the litany of signs pointing in the direction of social change towards thrift, have a look at what is transpiring at the upper echelons of the income strata – Now Even Millionaires See the Benefits of Budgeting on page B5 of the Saturday NYT is a must read.
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Thursday, September 17, 2009
How To Stimulate Consumer Spending and Jumpstart The Economy / Economics / Economic Recovery
By: Steve_Selengut
My survey produced an interesting anomaly--- several respondents felt that excessive consumer spending was the primary cause of the economic problems we face today, and that spending is not to be encouraged.
Tuesday, September 15, 2009
U.S. Economic and Interest Rate Outlook, Depression Avoided but Economy Still Faces Strong Headwinds / Economics / Economic Recovery
By: Paul_L_Kasriel
We have just weathered the longest (19 months?) and deepest recession in the post-WWII era.
Thursday, September 10, 2009
Widening U.S. Trade Deficit Signals Economic Recovery / Economics / Economic Recovery
By: Money_Morning
Jason Simpkins writes: The U.S. trade deficit expanded at its fastest pace in more than ten years in July, accelerated by rising oil prices and increased demand for auto parts and industrial supplies.
Thursday, September 10, 2009
G-20 Governments Inflate the Global Economy to Economic Prosperity / Economics / Economic Recovery
By: Gary_Dorsch
Who says central bankers can’t inflate an economy to prosperity? To head-off the worst economic downturn since the Great Depression, the “Group-of-20” central banks have slashed interest rates to record lows, while politicians have funneled trillions into the coffers of the most powerful Oligarchic banks. So far, the cost of mopping up after the world financial crisis is a staggering $12-trillion, or equivalent to around a fifth of the world’s annual economic output.