Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Tuesday, September 13, 2011
Bernanke's Economic Hubris Leads to Depression / Economics / Great Depression II
By: Douglas_French
Grasping for reasons why his multiple QEs and Fed balance-sheet-bursting policies haven't spurred economic activity, Dr. Bernanke posited a new diagnosis last week in Minneapolis. "Consumers are depressed beyond reason or expectation," the New York Times paraphrased the Fed chief as saying.
Tuesday, September 13, 2011
Zombie Banks Stop Their Blood Feast is the Only Road to Economic Renaissance / Economics / Credit Crisis Bailouts
By: Bill_Bonner
It would be almost laughably easy to bring a real renaissance in the US.
But first you have to understand the real problem. It’s not a lack of stimulus… Or, the inequality of income distribution… Or because the feds didn’t regulate enough. Or that bankers are greedy…or that capitalism won’t work.
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Tuesday, September 13, 2011
Twin Economic Problems: Employment and Consumer Spending / Economics / US Economy
By: Asha_Bangalore
The elevated unemployment rate remains at the top of the Fed’s worry list. Nearly as important is the recent trend of consumer spending. Bernanke’s speech of September 8 included an important takeaway on consumer spending:
Tuesday, September 13, 2011
Eurozone Debt Crisis Intensifies: What Does The Canary In The Mineshaft Indicate? Contagion / Economics / Global Debt Crisis
By: DK_Matai
1. Going forwards, the Eurozone crisis may turn into its own nemesis as confidence erodes swiftly and leadership is found to be wanting.
2. As all eyes turn to the Eurozone, what next? Falling euro has hit a 10-year low against the yen. Japanese market has closed at a 2.5 year low.
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Monday, September 12, 2011
China Economic Growth Fears Much Ado About Nothing / Economics / China Economy
By: Frank_Holmes
Markets in Hong Kong, Vietnam, Taiwan and Korea are closed this week as people across Asia celebrate Moon Festival, one of the culture’s most beloved holidays along with Chinese New Year. Moon Festival’s origins center around a husband (Houyi) and wife (Chang’e), who were sentenced to live eternally separated on the sun and the moon.
Monday, September 12, 2011
Posner Gets It Wrong on Macroeconomics / Economics / Economic Theory
By: MISES
Clifford F. Thies writes: Recession is the falling-down part. Depression is staying down. Normally, the recuperative powers of a market-oriented economy are sufficient that the falling-down part is immediately followed by a rising-back-up part. But, that's not happening now, and that didn't happen during the 1930s.
Monday, September 12, 2011
U.S. Jobs Bill is Too Late For President Obama / Economics / Employment
By: EconMatters
When President Obama delivered his much anticipated jobs speech on Sep. 8, I was actually driving on one of those highways the President said would benefit from the infrastructure spending included in his proposed $447-billion American Jobs Bill. Listening to the live speech, and judging from the audience reaction, it was a good speech reminiscent JFK-style and was what American public wanted to hear.
Sunday, September 11, 2011
Despite multiple QEs, why the US is yet to be hit by hyperinflation? / Economics / HyperInflation
By: Sam_Chee_Kong
Inflation is defined as ‘too much money chasing after too few goods’. But how about hyperinflation, how do we know whether an economy is experiencing hyperinflation?
Hyperinflation, normally caused by excessive growth of the money supply, usually through the policies of the central banks to print excessively to meet deficits spending.
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Saturday, September 10, 2011
Ron Paul Has Saved Us From Hyperinflation / Economics / HyperInflation
By: Gary_North
The United States is not going to get hyperinflation unless Congress nationalizes the Federal Reserve System.
It will get mass inflation at some point: anywhere from 15% per annum to 30%. But it is not going to get 50% or 100% or more.
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Saturday, September 10, 2011
Greece Reality Check: The Answer Is Taxing Tourist Property / Economics / Taxes
By: Andrew_Butter
The Greek Government owes 320 Billion Euros, her partners in Europe are now considering letting her fall, cheaper to bail-out German and French banks (mainly) than throwing good money after bad at the basket-case.
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Saturday, September 10, 2011
Obama's Infrastructure and Jobs Plan / Economics / Infrastructure
By: Richard_Mills
According to the Organization for Economic Co-operation and Development (ODEC) the combined economies of Germany, France and Italy will grow by under one percent this year. OECD forecast the US economy will grow at a 0.4 per cent annualized rate in the fourth quarter, while in Europe, the three largest economies (Germany, France and Italy) will contract by 0.4 percent over the same period.
Friday, September 09, 2011
Fragile State of the U.S. Economy, Bernanke Hints at Additional Monetary Policy Easing / Economics / US Economy
By: Asha_Bangalore
Chairman Bernanke summarized the fragile status of the U.S. economy and indicated that the Fed has tools that it is willing to employ to provide support to the economy. He did not dwell on the specifics of the tools. The key passage of the speech indicating that the Fed is vigilant and will act promptly is noteworthy:
Thursday, September 08, 2011
The Economic and Financial System Is Coming Unglued, Living in a Degraded Democracy / Economics / US Debt
By: David_Galland
Our video host Stefan Molyneux speaks with Casey Research Managing Director David Galland about the debt situation in the US and whether the federal government can do anything about it… assuming they’d even want to.
Thursday, September 08, 2011
Jobs, Jobs, Jobs – The Mantra of the Current Season / Economics / Unemployment
By: Asha_Bangalore
The unemployment rate of the U.S. economy in August 2011 stood at 9.1%, a far cry from the 4.4% jobless rate seen in the last business expansion which ended in December 2007. The current elevated level of unemployment after two years of economic growth is unprecedented in the post-war period (see Chart 1). The high for the unemployment rate in the post-war period was recorded during the 1981-1982 recession when it touched 10.8% in December 1982.
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Wednesday, September 07, 2011
Bernanke's Waterloo; Deflationary Collapse or Inflationary Disaster? / Economics / Deflation
By: Mike_Shedlock
The September Contrary Investor It's A Long Hard Road is an exceptional marriage of debt-deflation concepts, long-wave K-Cycles, credit cycles, and Austrian economic thinking. Here is a lengthy snip of several key points with permission.
Read full article... Read full article...If there has been one consistent theme since day one at CI, it has been our perhaps near myopic focus and focal point highlight of importance that is the macro credit cycle. Does this play into long wave and perhaps Kondratieff cycle or Austrian economics type of thinking? Call it what you will, but elements of all of these schools of thought very much overlap. Right to the point, we believe THE key thematic construct to keep in mind as a macro cycle decision making overlay and character point dead ahead is the now more than apparent collision of the generational long wave credit cycle with the current short term business cycle of the moment. Without trying to reach for melodrama, this is the first time a multi-decade long wave credit cycle has collided with the short-term business cycle since the late 1920’s/early 1930’s.
Wednesday, September 07, 2011
Europe's Economic and Debt Woes in Pictures / Economics / Global Debt Crisis
By: Asha_Bangalore
Equity prices around the world declined today largely in response to the persistent debt crisis in Europe. Let us set the facts straight, Greece is a problem member of EU-27 but wiping out Greece from the European Union (EU) with a magic wand is not the solution. Central government debt of EU-26 as a percent of GDP is marginally different from that of EU-27 (see Chart 1). In other words, the EU’s debt woes will plague financial markets until a solid solution is put into place in the near term.
Saturday, September 03, 2011
U.S. August Jobs Report Means Odds of Additional Fed Policy Action Have Increased / Economics / Employment
By: Asha_Bangalore
Civilian Unemployment Rate: 9.1% in August, unchanged from July. Cycle high jobless rate for recession is 10.1% in October 2009.
Payroll Employment: No change in August vs. +85,000 in July. Private sector jobs increased only 17,000 after a gain of 156,000 in July. Loss of 58,000 after revisions to payroll estimates of June and July.
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Saturday, September 03, 2011
Global Economic Recession, Right Here, Right Now! / Economics / Double Dip Recession
By: Mike_Shedlock
It's time to stop debating whether or not the US or Europe is headed into recession. The facts show the entire global economy is in recession.
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Friday, September 02, 2011
El-Erian Says Today's Employment Report is Grim and Scary / Economics / US Economy
By: Bloomberg
Pimco’s Mohamed El-Erian and Gene Sperling, director of the National Economic Council, spoke to Bloomberg Television’s Betty Liu this morning about the unemployment report and the state of the U.S. economy.
El-Erian said that the unemployment report is “grim and scary” and that “hopefully it will ring alarm bells in Washington.”
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Friday, September 02, 2011
Nouriel Roubini 60% Chance of A Double Dip Recession 2012, China and Brazil Also at Risk / Economics / Double Dip Recession
By: EconMatters
"We’ve reached a stall speed in the economy, not just in the U.S., but in the euro zone and the UK. We see probably a 60 percent probability of recession next year, and, unfortunately, we’re running out of policy tools.....and sovereigns cannot bail out their own distressed banks because they are distressed themselves."