Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Tuesday, April 03, 2012
Three China Economic Trends to Watch for Global Investors / Economics / China Economy
By: Frank_Holmes
Bloomberg announced over the weekend that China’s manufacturing grew at the fastest pace in a year. We follow the government’s Purchasing Managers’ Index (PMI) closely, as we believe it is a better indicator of China’s domestic demand than the HSBC PMI. Whereas HSBC PMI surveys 400 small and mid-sized companies, which are typically export-oriented, the government’s PMI surveys 820 mostly large, state-owned enterprises across 20 industries. Read full article... Read full article...
Monday, April 02, 2012
Oh Canada! Imposing Economic Austerity on the World’s Most Resource-rich Country / Economics / Canada
By: Ellen_Brown
Even the world’s most resource-rich country has now been caught in the debt trap. Its once-proud government programs are being subjected to radical budget cuts—cuts that could have been avoided if the government had not quit borrowing from its own central bank in the 1970s.
Sunday, April 01, 2012
Plunge In U.S. Savings Rate Highlights Economic Risk / Economics / US Economy
By: Tony_Pallotta
I can't resist mentioning the irony of talking about personal income "growth" on April Fool's Day. You can't make this stuff up. The headlines read "US consumer Spending Rose 0.8% In February, Best Gain In 7 Months; Income Lagged"
Sunday, April 01, 2012
Euro Crisis Next Phase All About Spain, the Mother of All Housing Bubbles / Economics / Eurozone Debt Crisis
By: John_Mauldin
Last Monday I was in Paris and was asked to do a spot on CNBC London. I arrived at the studios an hour early due to a misunderstanding of the time zones, so while trying to catch up on the news I listened to CNBC. I had just written about Spain in last week's letter and guessed that was what they wanted to talk to me about, but for the full hour before I got on it seemed like every guest wanted to talk about Spain. When I had my turn and indeed got the Spain question, I smiled and noted that we were now in a period when it would be "All Spain All the Time," for at least the next year. I should have noted that there would be brief interruptions where we glanced at Portugal and perhaps Ireland, but the real focus would be on Spain.
Sunday, April 01, 2012
Higher U.S. Gas Prices and the Illusion of Economic Recovery / Economics / US Economy
By: Bob_Chapman
The housing recovery seems to have been a temporary affair. Preliminary data frames March as weak as last October. It looks like lower interest rates boasted sales. Those rates are up from 4.72% to 5.02%.
Sunday, April 01, 2012
U.S. Unemployment to Rise Amidst New Round of Mass layoffs / Economics / Unemployment
By: Barry_Grey
The US electronics retail chain Best Buy on Thursday announced it would close 50 stores this year and lay off 400 corporate and support workers as part of a plan to cut $800 million in costs and restructure its business. The Minnesota-based firm was one of a series of American and Canadian companies that announced major layoffs this week.
Saturday, March 31, 2012
Money Is Starting to Burn a Hole in Households’ Pockets / Economics / US Economy
By: Paul_L_Kasriel
February personal consumption expenditures (PCE) increased 0.8% month-to-month in nominal terms and 0.5% in real terms. In real terms, the February PCE increase was the strongest since last September. From some of the naysayers out there (David), we keep hearing that the economic “green shoots” that have emerged this past winter were due to the unusually mild temperatures. Really? One area of consumer expenditures that has not been boosted by the mild temperatures is electricity and natural gas.
Friday, March 30, 2012
U.S. Debt, Deficit, Economy and Financial NO SPIN Zone / Economics / US Debt
By: Ty_Andros
As leviathan government, Central Bankers and the welfare states battle Mother Nature and Darwin, the stakes for the global banksters and elites could not be higher. Governments in the US and Europe are striving to place debt and legal shackles on those they pretend to serve and working for the interests of banksters, power-hungry public servants and entrenched government bureaucrats against that of their own constituents.
Monday, March 26, 2012
Economic Forecasting: The Model Solution / Economics / Economic Theory
By: Frank_Shostak
In their economic analyses economists utilize a range of statistical methods that vary from highly complex models to a simple display of historical data. It is generally held that by means of statistical correlations one can organize historical data into a useful body of information, which in turn can serve as the basis for assessments of the state of the economy. In short, it is held that through the application of statistical methods on historical data, one can extract the facts of reality regarding the state of the economy.
Sunday, March 25, 2012
Saving India from the Keynesian Economists / Economics / India
By: MISES
Shanmuganathan "Shan" Nagasundaram writes: In the murder mystery The Da Vinci Code, Silas the albino is in search of the keystone and, on confession by the four sénéchaux about the location, he visits the Saint Sulpice church in Paris to retrieve the same. However, upon digging at the specified spot, all that he finds is a stone with the inscription "Job 38:11." A nun explains the symbolism: "Hitherto shalt thou come, but no further," indicating that Silas has reached the end of the road in his attempts to find the keystone.
Saturday, March 24, 2012
A Random Walk Through the Economic Data Minefields / Economics / Economic Statistics
By: John_Mauldin
This Friday finds me sleeping later than I planned … in the lounge at the airport in Stockholm, on my way to Paris. To the great applause of readers all over the world this may be the shortest letter in 12 years. I will write here and on the plane and quit when I land so I can be with friends this evening. No time for exhaustive research, so we will march through random topics that caught my attention this week until it is time to hit the send button. In no particular order, let's jump in.
Saturday, March 24, 2012
What All Major Economic Depressions Have in Common / Economics / Deflation
By: EWI
Has the United States met that precondition?
Read full article... Read full article...
Friday, March 23, 2012
U.S. Economy Dead Man Walking, The Crash of 2012 / Economics / US Economy
By: Casey_Research
Doug Casey, Casey Research writes: In an interview with Louis James, the inimitable Doug Casey throws cold water on those celebrating the economic recovery.
[Skype rings: It's Doug Casey, calling from Cafayate, Argentina. He sounds tired, but pleased with himself.]
Doug: Lobo, get out your mower; it's time to cut down some green shoots again, and debunk a bit of the so-called recovery.
Read full article... Read full article...
Thursday, March 22, 2012
China Shops While American Investors Drop / Economics / China Economy
By: Neeraj_Chaudhary
Unquestionably there has been a significant change in investor sentiment since the crash of 2008. The 50% decline in stock prices in 2008-2009 combined with the financial sector bailouts, the "Flash Crash" of 2010, and the continued demonization of our leading financial institutions, has helped shatter the public's faith in Wall Street. With U.S. stock markets essentially flat over the past 13 years (despite occasional heart-stopping volatility), many investors may have decided that long term equity investments are just no longer worth the risk.
Wednesday, March 21, 2012
Is the U.S. Economy Really Healing? / Economics / US Economy
By: Michael_Pento
Please don’t believe the hype that the American economy is healing. While it is true that some data is showing improvement, the true fundamentals of the economy continue to erode.America’s trade deficit hit $52.6 billion in January. That’s the highest level since October of 2008 and is clear evidence that we have fully reverted back to our under production, under saving and overconsumption habits with alacrity.
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Monday, March 19, 2012
How Can U.S. Economy Be Recovering When Cities Are Going Bankrupt? / Economics / US Debt
By: EWI
As pundits chatter about an economic recovery, 80 miles east of San Francisco you'll find a city (pop. 292,000) facing bankruptcy:
Stockton is on the verge of becoming the largest city in the United States to declare bankruptcy...
San Francisco Chronicle (3/4)
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Monday, March 19, 2012
Is Fiat Money Inflation a Fraud? / Economics / Inflation
By: Mario_Innecco
The classical definition of inflation is an increase in the amount of money in circulation leading to a rise in prices of goods and services. In a fiat money system money and credit are imposed by statute on the public and controlled by the central banking cartel and not a free market for money and credit. As Felix Somary once said: “the state alone is responsible for inflation: inflation without government, or indeed against government, is impossible.”(1)
Sunday, March 18, 2012
Getting Back to Full Employment, Where Will the Jobs Come From? / Economics / Employment
By: John_Mauldin
"Six years into our global data collection effort, we may have already found the single most searing, clarifying, helpful, world-altering fact.
"What the whole world wants is a good job.
"This is one of the most important dsicoveries Gallup has ever made. At the very least, it needs to be considered in every policy, every law, every social initiative. All leaders – policy makers and lawmakers, presidents and prime ministers, parents, judges, priests, pastors, imams, teachers, managers and CEOs – need to consider it every day in everything they do.
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Sunday, March 18, 2012
Euro Crisis: Plight of the Netherlands, Staggering Unemployment in Spain and Greece / Economics / Eurozone Debt Crisis
By: Bob_Chapman
A report by the London-based Lombard Street Research, which says the Netherlands is badly handicapped by euro membership, and as a result the Dutch Freedom Party has called for a return to the Guilder. Leader Geert Wilders has become the first political movement in the euro zone with a large popular base to opt for withdrawal from the single currency. The Freedom Party is a conservative populist party. We do not read Dutch, but the very fact that this information was only picked up by a few sources outside of the Netherlands shows you what managed news is all about.
Saturday, March 17, 2012
Gas Prices Lift Overall U.S. Consumers Price Inflation in February / Economics / Inflation
By: Asha_Bangalore
The Consumer Price Index (CPI) rose 0.4% in February after a 0.2% increase in the prior month. According to the BLS, about 80% of the increase was from higher prices for gasoline. Gasoline prices shot up 6.0% in February to result in a 3.2% increase of the energy price index, despite a 3.4% drop in natural gas prices and a steady reading for electricity. From a year ago, the CPI rose 2.87%, following gains of 2.93% in January and 3.9% in September.