Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Tuesday, September 16, 2014
Emerging Markets Are Set Up for a Crisis, What’s on Your Radar Screen? / Economics / Emerging Markets
By: John_Mauldin
Toward the end of every week I begin to ponder what I should write about in the next Thoughts from the Frontline. Much of my week is spent in front of my iPad or computer, consuming as much generally random information as time and the ebb and flow of life will allow. I cannot remember a time in my life after I realized you could read and learn new things that that particular addiction has not been my constant companion.
Monday, September 15, 2014
Preparing for the Full Force of Reality / Economics / US Economy
By: Dr_Jeff_Lewis
The real economy is suffering and getting worse by the day. The imbalances created by giant finance will not go away, regardless of intervention. There is an odd phenomenon at work. Society is now fully accustomed to the disbelieving the gap. Yesterday, things were going well. The market went up in spite of itself. Tomorrow ought to be the same. Everything must be fine.
Read full article... Read full article...
Sunday, September 14, 2014
The Ethics of Entrepreneurship and Profit / Economics / Economic Theory
By: MISES
Hans-Hermann Hoppe writes: In the most fundamental sense we are all, with each of our actions, always and invariably profit-seeking entrepreneurs.
Whenever we act, we employ some physical means (things valued as goods) — at a minimum our body and its standing room, but in most cases also various other, “external” things — so as to divert the “natural” course of events (the course of events we expect to happen if we were to act differently) in order to reach some more highly valued anticipated future state of affairs instead. With every action we aim at substituting a more favorable future state of affairs for a less favorable one that would result if we were to act differently. In this sense, with every action we seek to increase our satisfaction and attain a psychic profit. “To make profits is invariably the aim sought by any action,” as Ludwig von Mises has stated it. (Mises, 1966, p. 289)
Read full article... Read full article...
Friday, September 12, 2014
Illusioned by the Economic Recovery / Economics / Economic Recovery
By: GoldSilverWorlds
Europe’s economy is at a standstill. This summer was full of critical developments in the Eurozone: In June, the European Central Bank (ECB) decided to move into the territory of negative real interest rates! The deposit rate, which already was at 0%, was cut to minus 0.10%. Additionally, its refinancing rate was cut from 0.25% to 0.15%, and its marginal lending facility dropped to 0.4%. This was one of a package of measures the ECB said it was considering to combat disinflation in the Eurozone and give the economy a push. Due to the continued dim outlook of the economy, the ECB further reduced the deposit rate to minus 0.20% and the refinancing rate to 0.05% in early September.
Thursday, September 11, 2014
The Myanmar Shadow / Economics / Asian Economies
By: John_Mauldin
By Grant Williams
Before we kick things off this week, I want to give you a quick update on Real Vision Television in response to a ton of emails I have received on the subject.
(If you missed my recent piece on Real Vision (Vision Quest, TTMYGH, July 7, 2014) you can read it by clicking on the link.)
Real Vision will launch on September 8th, and if you have already signed up and registered your interest, you will soon be receiving an invitation to become one of our Founder Members. The opening will be staggered to ensure that the site is robust, so don’t panic if you aren’t among the first to receive your invite. We will be rolling the red carpet out as fast as we can whilst ensuring that the heavy traffic doesn’t crash the website.
Read full article... Read full article...
Thursday, September 11, 2014
Full Frontal Inflation / Economics / Inflation
By: John_Rubino
By now it’s an article of faith within the sound money community that most major countries have borrowed so much that they’re left with only two options: default on their debt through mass-bankruptcy and a new Great Depression, or inflate it away through stepped-up currency creation.
This is an investment thesis, since a given country’s choice will determine which asset classes rise and fall.
Read full article... Read full article...
Thursday, September 11, 2014
Doubling Down on Inflation / Economics / Inflation
By: Peter_Schiff
Friday's release of disappointing August payroll numbers should have been a jarring wake-up call warning Wall Street that the economy has been treading on thin ice. Instead the alarm clock was stuffed under the pillow and Wall Street kept sleeping. The miss was so epic in fact (the 142,000 jobs created was almost 40% below the consensus estimate) that the top analysts on Wall Street did their best to tell us that it was all just a bad dream. Mark Zandi of Moody's reacted on Squawk Box by saying "I don't believe this data." The reliably optimistic Diane Swonk of Mesirow Financial told Reuters the report "sure looks like a fluke, not a trend".
Thursday, September 11, 2014
Will Europe’s Woes Hurt the U.S. Economy? / Economics / US Economy
By: Clif_Droke
The U.S. economy has so far shown remarkable resilience in the face of several roadblocks year. It has shrugged off the threat of wars in Ukraine and the Middle East, has ignored the tapering of QE, and has been generally unfazed by every other obstacle in its path, whether real or imagined. Now, however, another threat looms in the horizon and poses a much bigger threat than previous challenges. Read full article... Read full article...
Wednesday, September 10, 2014
Economic Reality of a Wealth Tax / Economics / Taxes
By: BATR
Proponents of big government, from both the left and right, share one important trait; namely, both spend their waking hours dreaming up new schemes to tax wealth. Only a blind, deaf and dumb observer of economic imbalance would deny that the massive accumulation of worldly assets into the hands of the smallest number of robber barons in all of history is at the core of most social unrest and global instability. However, adopting a Marxist outlook on the evils of the bourgeoisie simply confuses the nature of the financial magnates, while blaming the hard pressed merchant class for conducting beneficial business. Creation of tangible wealth is the greatest achievement in the uplifting and improvement of the human condition, when that stream of riches flows between and among entrepreneurs and business proprietors.
Read full article... Read full article...
Tuesday, September 09, 2014
No Economy For Americans / Economics / US Economy
By: Paul_Craig_Roberts
The Dow Jones stock average closed Friday at 17,137, despite the fact that the payroll jobs report was a measly 125,000 new jobs for August, an insufficient amount to keep up with the growth in the working age population.
The low 125,000 jobs figure is also inconsistent with the Bureau of Economic Analysis’ second estimate of second quarter 2014 US GDP growth of 4.2 percent–a figure beyond the capability of the present-day US economy.
Read full article... Read full article...
Monday, September 08, 2014
Ten Reasons to Condemn Inflation / Economics / Inflation
By: MISES
Andreas Marquart writes: Inflation, defined as an expansion of the supply of unbacked money, is an elementary evil, always and everywhere that it occurs.[1] It is the ignored and core cause of numerous problems in the economy and in society, including:
Monday, September 08, 2014
Why Economic Growth Is Finished / Economics / Economic Theory
By: Andrew_McKillop
By Pure Economic Decision
Firstly Tweeted by journalist Peter Spiegel, late Sunday, September 7, a leaked copy of proposed and agreed new EU28 sanctions against Russia, dating from September 5 confirmed that Russia's energy giants Rosneft, Gazprom and Transfeft will all be hit by European capital market bans:
Friday, September 05, 2014
Two Questions for Krugman / Economics / Economic Theory
By: Brady_Willett
Paul Krugman is at it again. That is, Mr. Krugman continues to myopically attack anyone who has warned that money printing could lead to 'inflation'.
Read full article... Read full article..."...as I have written many many times, this inflation paranoia has proved remarkably resilient, enduring despite five-plus years of utter empirical failure." Three Roads to Hard Money
Friday, September 05, 2014
The Collapse of Income REAL Wealth in Something for Nothing Societies / Economics / Social Issues
By: Ty_Andros
In this final chapter of Useful Idiots and the Something for Nothing society, we show the final elements leading to the societal and economic collapse that we are currently caught in. The system I have outlined here and in previous chapters is INSANE when viewed through the lens of history. Unfortunately, our leaders and our society have forgotten it and, therefore, we are doomed to repeat it. Nothing will stop it and very little can be done to slow it down. You must embrace it, acknowledge it and turn it into your opportunity rather than your demise. We are at the tail end of an insanity seen throughout history, which began now almost 100 years ago. We are at the end game in the near future. If you haven't read the previous chapters PLEASE DO SO as it will connect the dots for you.
Friday, September 05, 2014
What does a “good” Chinese Economic adjustment look like? / Economics / China Economy
By: John_Mauldin
People of privilege will always risk their complete destruction rather than surrender any material part of their advantage. Intellectual myopia, often called stupidity, is no doubt a reason. But the privileged also feel that their privileges, however egregious they may seem to others, are a solemn, basic, God-given right. The sensitivity of the poor to injustice is a trivial thing compared with that of the rich. - John Galbraith, The Age of Uncertainty
Thursday, September 04, 2014
Why Raising the Minimum Wage Will Increase Inflation and Hurt the Economy / Economics / Inflation
By: Jeff_Opdyke
It goes to show that even the president of the United States doesn’t understand why America’s economy is structurally flawed these days, despite the recovery.
At a Labor Day rally in Milwaukee on Monday, Mr. President said that if he had a service-sector job and “wanted an honest day’s pay for an honest day’s work, I’d join a union.”
Read full article... Read full article...
Thursday, September 04, 2014
Urbanization and Demographics Could Skew China's Economic Rebalancing / Economics / China Economy
By: STRATFOR
China's urban population may grow by as many as 230 million people in the next 15 years. But most growth will take place not in metropolises like Beijing, Shanghai and Chongqing but in the myriad small- and medium-sized satellite cities around them. And as residents flock to these cities, China's working-age population will begin to decline, and its elderly population will grow dramatically.
Together, these processes will underpin major changes not only in China's overall economic structure, but also in the financial, fiscal and political relationship between central and local government. The added burdens facing small- and medium-sized cities, especially those located deep inside China that are sequestered from mainstream global trade, will be substantial and perhaps socially and politically destabilizing.
Read full article... Read full article...
Thursday, September 04, 2014
Turning Japanese / Economics / Deflation
By: Jonathan_Davis
A theme I have written of many times, during the last few years, is how we, in the West, may be #turningjapanese. What this refers to is Japan’s lost TWO decades between 1989 and 2012 when Japan had Deflation and a slow growing or mostly falling economy – in other words a generational Depression. During this period their stock market and their real estate valuations collapsed 80% each.
Tuesday, September 02, 2014
The Wages Fuel Economic Demand Fallacy / Economics / Economic Theory
By: Alasdair_Macleod
In recent months talking heads, disappointed with the lack of economic recovery, have turned their attention to wages. If only wages could grow, they say, there would be more demand for goods and services: without wage growth, economies will continue to stagnate.
Read full article... Read full article...
Monday, September 01, 2014
The Ultimate Demise Of The Euro Union / Economics / European Union
By: I_M_Vronsky
The European Union (EU) was created by the Maastricht Treaty on November 1st 1993. It is a political and economic union between European countries which makes its own policies concerning the members’ economies, societies, laws and to some extent security. To some, the EU is an overblown bureaucracy which drains money…and compromises the power of sovereign states. For others, the EU is the best way to meet challenges smaller nations might struggle with – such as economic growth or negotiations with larger nations – and worth surrendering some sovereignty to achieve. Despite many years of integration, opposition remains strong.