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Market Oracle FREE Newsletter

Analysis Topic: Economic Trends Analysis

The analysis published under this topic are as follows.

Economics

Tuesday, August 09, 2022

Why PEAK INFLATION is a RED HERRING! Prepare for a Decade Long Cost of Living Crisis / Economics / Inflation

By: Nadeem_Walayat

The idiot in charge of the Bank of England Bailey now warns of 13% inflation, 5 quarter deep uk recession, and requests Britains workers not ask for high pay rises due to the risks of the wage price spiral, despite paying himself 575,000 for making a dogs dinner of the economy. So are his predictions going to come true, we'll a year ago he was barking about transitory inflation and a growing economy ahead! Completely clueless idiot!

The problem is this the Bank of England CAUSED the INFLATION by means of rampant money printing that they then used to monetize near half of UK government debt! That's what caused the inflation! And now the morons are trying to fight 10% inflation with 1.75% interest rate, Bailey and his fellow morons do not have clue, they are literally fumbling in the dark for the light switch and we pay the price for these clowns!

As for the wage price spiral, it does not exist, there is no wage price spiral instead it is a price wage spiral! i.e. Wages are trying to catch up to out of control inflation and failing to do so hence the cost of living crisis where wages cannot keep up with prices in the shop.

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Economics

Saturday, August 06, 2022

COST OF LIVING CRISIS NIGHTMARE - Expect High INFLATION for whole of this DECADE! / Economics / Inflation

By: N_Walayat

The Inept Governor of the Bank of England has miserably FAILED in the banks primary remit of pegging inflation at 2%. This video illustrates why the Cost of Living Crisis will soon become a decade long nightmare for most Brits.

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Economics

Friday, August 05, 2022

WHY PEAK INFLATION RED HERRING / Economics / Inflation

By: Nadeem_Walayat

When one looks under CPI inflation hood then one sees strong signs of inflation topping, given what we have already seen transpire in the commodities markets such as Gasoline prices having fallen since the May inflation report and many of the components such as Airfares also turning lower.

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Economics

Thursday, August 04, 2022

What is our Real Economic and Financial Prognosis? / Economics / Economic Theory

By: Raymond_Matison

According to Webster’s dictionary, the definition of prognosis is a forecast, or a prediction of a probable course of a disease in an individual, and the chances of recovery.  In this article, we apply this definition of prognosis to our inanimate, yet seemingly “living and breathing” economy, and project its chances of recovery.

The world is filled with intelligent and highly experienced economists, and thousands of financial market observers who can give us a lucid and convincing interpretation of our economy and health of our financial markets.  As a result, you can find widely recognized professionals who will diagnose and predict the direction of our economy and financial health as to support our own personally biased view of reality – regardless of what that may be.  But independent of our own personally preferred views, what is the most probable reality we are likely to experience?  What is the real economic and financial prognosis? 

Government agencies and media are increasingly filled with unjustifiably adjusted and manipulated economic data, directed and misdirected propaganda, and outright lies, such that it is nearly impossible to judge the real strength or direction of the economy and the health of our financial markets.  Since small and developing nations are quickly learning these “tricks of the trade”, international media and government agencies are universally now also dispensing politically favorable rhetoric rather than truth.  So what measures can we review to accurately evaluate the health of our economy?

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Economics

Friday, July 22, 2022

Why UK Cost of Living Crisis Will Get X10 Worse! Britain Heading for INFLATION CATASTROPHE! / Economics / Inflation

By: Nadeem_Walayat

UK CPI inflation has just nudged higher to 9.4% that is prompting the always wrong crowd to crow loudly about how peak inflation being just around the corner, however the herd remains completely blind to what is set to follow over the remainder of this decade and the funnel all of their weak brain power into regurgitating the same annual percentage change graphs, all whilst missing the Inflation big picture that warns that even if peak inflation i just around the corner to soon to be followed by inflation falling to say 6% or even 5%, however this is not going to make any difference to the INFLATION PAIN that is going to manifest over the coming years,

Britain's inflation goose is well and truly cooked as our inept government and even more moronic central bank have sleep walked Britain to back to the 1970;s which will manifest in a cost of living crisis that most are unprepared for as my latest video illustrates.

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Economics

Wednesday, July 20, 2022

What’s with all the Pretend Economists all of a Sudden? / Economics / Economic Theory

By: Submissions

Is everyone an economist now?

These days, everyone I speak with has a strong opinion on the economy.

Most are convinced things will get worse.

They think the US economy is headed off a cliff, and that inflation is here to stay.

As a result, they also want nothing to do with stocks. They’re certain that the entire market is about to collapse.

I see things differently…
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Economics

Saturday, July 16, 2022

Fed-Induced Recession Looms as Rate Fears Roil All Markets / Economics / Recession 2022

By: MoneyMetals

Another pair of alarming inflation reports jolted markets this week.

On Wednesday, the Consumer Price Index came in at a 9.1% annual rate. The higher-than-expected reading puts the CPI at a new 41-year high.

The biggest contributors to rising consumer prices are the basic necessities of food, fuel, and shelter. As households struggle to make ends meet, they are trimming discretionary spending, burning through savings, and running up credit card balances.

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Economics

Friday, July 15, 2022

Peak Inflation is Not the Issue / Economics / Inflation

By: Michael_Pento

The reality of record-high inflation combined with a hawkish monetary policy is slowing the economy sharply and has led to the current U.S. recession—two back-to-back quarters of negative growth. The economic contraction should soon cause inflation to roll over along with bond yields; but that isn’t necessarily indicative of a new bull market. It is much the same process that occurred leading up to the Global Financial Crisis of 2008.

The major difference is that the level of inflation today is much greater than it was 15 years ago--a white-hot 9.1% for June of 2022, which is actually close to 20% if calculated using the same method back in 1980. That level is much greater than the 4.1% in December of 2007. Inflation may be peaking, but it is peaking at over 4.5x greater than the Fed’s target. Meaning, the FOMC will find it very difficult to give up its inflation fight anytime soon. It would be a different story if the Effective Fed Funds Rate was trading close to the Fed’s neutral range, which Mr. Powell believes is close to 2.5%, not the 1.58% seen today. With CPI at 9.1% and its balance sheet at $8.9 trillion, it is untenable for the Fed to remain stimulative to inflation. Indeed, the FOMC wants the interbank lending rate at 3.5-4.0% by the end of 2022.
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Economics

Sunday, July 03, 2022

New Signs Economic Turmoil Will Prompt Fed to Lose Its Nerve / Economics / Recession 2022

By: MoneyMetals

As trading kicks off for the month of July and the second half of the year, investors are hoping for a third quarter rebound.

It’s been a brutal year so far in financial markets. The S&P 500 is down over 20%. Bitcoin has crashed by 60%. Bonds have provided no safe haven amid hot inflation. And spiking mortgage rates point to a potential calamity in the housing market.

As for gold, the monetary metal is essentially flat for the year. It may not be cause for celebration, but gold holders have at least obtained some shelter from broader market volatility.

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Economics

Tuesday, June 28, 2022

Recession Question Answered / Economics / Recession 2023

By: Michael_Pento

President Joe Biden, Treasury Secretary Janet Yellen, the entirety of the money printers who inhabit the Federal Reserve and virtually all of the deep state of Wall Street are still busy trying to convince you that a recession is unlikely. Well, here’s some news for all of them. Whether or not we will have a recession is no longer a question. The recession is already here. The only question is, how deep the recession will become.

The consumer is getting attacked on all fronts and their consumption accounts for nearly 70% of GDP. Falling real wages, spiking debt service costs, plunging crypto currencies, sinking stock prices and battered bond values are seriously injuring their financial health. And coming soon to a theater near you, a real estate wreck is in the offing. Instead of home prices rising 20% per annum, like they have over the last couple of years, the pace of home price appreciation should soon decline sharply. Home affordability is at a record low, while new listings and price reductions are on the rise. Home equity extractions have been severely depressed due to rising mortgage rates. And now, depreciating real estate values shut down to the bad consumer habit of relying on equity extraction to boost consumption.
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Economics

Tuesday, June 21, 2022

US Economy Headed for a Hard Landing / Economics / Recession 2022

By: MoneyMetals

The U.S. economy appears headed for a hard landing.

After months of ignoring the steadily growing inflation problem, the Federal Reserve is now using monetary blunt force to try to rein in rising prices.

Fed policymakers have effectively decided that inflation is so out of hand, they are willing to induce an economic slowdown that will reduce aggregate demand for goods and services.

The recent carnage in the stock market suggests that the Fed’s suddenly aggressive rate hikes are going to crimp consumer borrowing and hurt retail sales.

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Economics

Sunday, June 12, 2022

Shrinkflation! / Economics / Inflation

By: MoneyMetals

Precious metals markets enter summer trading with investors looking for signs of a directional move.

Gold and silver prices consolidated this spring with silver showing more of a downside bias. Silver did find 200-week moving average support at the $21 level in early May, however. That long-term trend indicator is also now heading in an upward direction. So, there is a good chance that the lows for the year are in.

Metals markets have yet to fully reflect broader inflation pressures in the economy, a statement you’ve heard us repeat many times in recent months.

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Economics

Friday, June 10, 2022

The CRACK UP BOOM! Implications for Stocks, Housing. and Commodities, Silver Potential / Economics / Crack Up BOOM

By: Nadeem_Walayat

Dear Reader

Whilst everyone is rightly focused on the BEAR MARKET that continues to cycle through stocks delivering sharply lower prices (buying opps), and as bad as things are likely to get i.e. this bear market has a lot further to run. Nevertheless there are mega-trends under way (monsters) that likely will deliver new all time highs for all of my primary AI tech stocks, though at that time most folks could have far more to worry about than stock prices.

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Economics

Friday, June 10, 2022

Food and Gas Prices: Is the Rising Trend (Finally) Ending? / Economics / Inflation

By: EWI

The Elliott wave structure of a key commodity ETF provides a clue

Consumers around the globe are wondering when they will finally see some relief from rising prices at the gas pump and grocery store.

It's difficult for these consumers to get a handle on what to expect from reading recent headlines because some are conflicting.

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Economics

Saturday, June 04, 2022

Inflation Mutation - This is not your Grandpa’s Inflation problem / Economics / Inflation

By: Gary_Tanashian

The Fed is starting to play catch-up with inflation signals from the bond market as evidenced by the Fed Funds Rate finally being pulled upward by the implications of the rising 3 month T-bill yield, among other more obvious signals like the long since rising 2yr Treasury yield and ongoing inflation headlines we read about every day.

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Economics

Sunday, May 29, 2022

What is the Crackup Boom? / Economics / Crack Up BOOM

By: Nadeem_Walayat

The crackup boom as theorised by :Ludwig von Mises in the 1920's in the face of Austrian hyperinflation is when the masses wake up to the inflation game the government and the central bank have been playing, that of printing money on an epic scale that devalues the value of fiat currency resulting in ever higher price rise in the shops coupled with increasing lack of supply as prices rise due to producers / sellers inclined to slowdown the process of delivery for higher future prices in response to which the government prints even more money to placate the masses in response to demands the government do something to address the "cost of living crisis".

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Economics

Friday, May 27, 2022

How the United States Conquered Inflation Following the Civil War / Economics / Inflation

By: MoneyMetals

By Larry Reed : Americans today are once again the victims of price inflation brought on by runaway government spending and printing of unbacked paper money.

According to the most recent polling data, the American public’s approval of Congress stands at a dismal 21 percent. Almost four times as many people disapprove of the job it’s doing.

That’s par for the course in recent decades. It’s the major reason the Washington sausage grinder earns so little praise. To be fair, though, let’s review an occasion when lawmakers got something right. I’m prompted to share this story now because its lessons are especially relevant considering today’s concerns about rising price inflation. The year was 1875.

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Economics

Friday, May 27, 2022

Greater Depression Now!? / Economics / Great Depression II

By: Raymond_Matison

Most investors know that a recession is defined by a decline in national GDP for two quarters, that is, two three month periods.  Investors also have experienced economic pundits writing or announcing that “we may experience a recession in the next several quarters, or expect one in the next one to two years”.  It seems that we are actually never in a recession, but rather a recession may be experienced by the public in the not too distant future. 

In one respect that viewpoint is understandable since it takes several months for the National Bureau of Economic Research (NBER) to confirm that the economy has previously experienced two quarters of negative growth, and thus they can never confirm that we are in a recession, but rather we can only know with a lag that we have previously experienced a recession.  It could take up to a year for the NBER to confirm that we were in a recession, but by the time they are able to confirm this fact – we may already have exited that recession.  Also, it requires significant lags of time to confirm that the economy continues to remain in a recession.  Thus, such information may be valuable and interesting to economists, but because of reporting and confirmation lags, it has essentially no value to the consumer.

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Economics

Friday, May 20, 2022

THE INFLATION MEGA-TREND QE4EVER! / Economics / Inflation

By: Nadeem_Walayat

A reminder folks that regardless of Fed propaganda and what you read in the mainstream press QE is 4 EVER! Once it starts it will not stop. As I have been iterating for over a decade now as the following excerpt from 3 years ago illustrates (Stock Market Trend Forecast March to September 2019) that CRISIS ARE MONEY PRINTING EVENTS TO CAPITALISE UPON BY INVESTING IN ASSETS THAT ARE LEVERAGED TO INFLATION!

So why has the the stock market soared, what is that the stock market knows that most commentators and economists fail to comprehend? We'll for one thing there are the dovish signals out of the Fed which go beyond a pause in their interest rate hiking cycle in response to a subdued inflation outlook. Similarly the worlds other major central banks have their own reasons to avoid rate hikes, most notable of which is the Bank of England that has been busy propagandising the prospects of a NO Deal Brexit Armageddon in attempts to scare Westminister into avoiding EXITING the European Union in anything other than an ultra soft BrExit.

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Economics

Friday, May 20, 2022

US Real Estate Investors – Is There An End In Sight? / Economics / US Housing

By: Chris_Vermeulen

The US stock market contracted sharply over the past 30+ days while traders attempted to identify the risks associated with the US Fed rate increase. Behind the scenes, real estate investors and homeowners are under pressure due to higher costs on nearly everything. Gas, food, everyday items, credit card interest payments – almost everything costs more due to inflation and increasing fuel costs.

I remember in 2007-08 when Oil reached levels above $140ppb and the seemingly high costs of everything just before inflation peaked and the markets turned bearish. Back then, much like today, a period of extreme speculation seemed to permeate buyers and investors throughout the US.

What broke this trend was the Global Financial Crisis. When the economy started to unravel, excessive credit/debt levels suddenly became unmanageable for nearly everyone. What seemed like a reasonable and manageable amount of debt suddenly became excessive as the US Fed raised the Fed Funds rate from 1.0% to 5.5% – a 450% increase.

Recently, we’ve seen the US Federal Reserve raise rates from 0.25% to 1.0%. The Fed may raise rates again soon, trying to tame inflation. I don’t have a crystal ball, but it is not difficult to understand how inflation, higher consumer costs, and increased debt servicing costs are going to panic many real estate investors, especially after many years of ZIRP and low inflation.

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