Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Thursday, March 18, 2010
Russian Economy Outstrips BRIC Peers / Economics / Russia
By: Pravda
With the price of oil now up to 80 USD per barrel (after hitting 40 USD in early 2009) and a continued strengthening of the currency set to last, Russian funds received 411 million dollars in foreign investment in the week ending March 11, the highest level in six months, nearly half of this going into Exchange-Traded Funds tracking Russian indexes, a clear sign of the confidence in the emerging markets in Russia.
Read full article... Read full article...
Thursday, March 18, 2010
Eurozone Needs Markets Not Bailouts / Economics / Euro-Zone
By: Axel_Merk
Deutsche Bank Chief Josef Ackermann is looking after his own house rather than the eurzone's interests in calling for a Greek bailout. If there is one thing the financial crisis has taught us, it is that simply patching up trouble spots may not be a recipe for increased structural stability. If there was a problem it is that Greece was enticed to spend too much last decade because its cost of borrowing was too low.
Read full article... Read full article...
Thursday, March 18, 2010
U.S. Inflation, Yellen Slated for Promotion at the Dole of Doves / Economics / Inflation
By: Michael_Pento
President Obama has nominated Janet Yellen to replace Donald Kohn as the Vice-Chairman of the Federal Reserve. Ms. Yellen served as a former assistant professor at Harvard during Bernanke’s tenure as an undergraduate there and currently serves as the President of the Federal Reserve Bank of San Francisco.
Read full article... Read full article...
Thursday, March 18, 2010
Fear The New Krugman / Economics / Economic Theory
By: Brady_Willett
Such explosive growth in debt can't go on forever, and it won't. Yet our current leaders and their apologists insist that the problem will magically solve itself. Paul Krugman ~ November 4, 2003
Wednesday, March 17, 2010
Who Wants To Be A Billionaire? / Economics / China Economy
By: Tony_Sagami
Forbes has released its list of the 500 wealthiest people in the world and while there is a little juggling at the top, Bill Gates and Warren Buffet are still the richest men in America with a net worth of $53 and $47 billion respectively. That makes them the second and third richest people in the world.
Wednesday, March 17, 2010
Business Sours on China / Economics / China Economy
By: Trader_Mark
A very interesting headline story in the Wall Street Journal, on how foreign business is increasingly wary in doing business with China. So many cross currents happening here, it is hard to even begin to touch the surface of the topic... but a lot of this should be of no surprise. There has been a reason every foreign investment in China is done by joint venture and since the time frame of foreign executives (especially of the American kind) is very different then the Chinese, what has been a 'win-win' in the near term (10-20 years) is going to potentially create some major stresses down the road.
Wednesday, March 17, 2010
Euro-Zone Debt Crisis Woes Part2 / Economics / Euro-Zone
By: Sol_Palha
"It is a painful thing to look at your own trouble and know that you yourself and no one else has made it." ~ Sophocles
The EU is poised to reach agreement on a potential multi-billion euro bail-out for Greece after weeks of crisis, senior officials have told the BBC.
Read full article... Read full article...
Wednesday, March 17, 2010
Sovereign Debt Credit Ratings Emerging Markets Advantage / Economics / Emerging Markets
By: Frank_Holmes
It’s not a good time to be a developed economy.
Sovereign debt is at or near the crisis point in Greece, Spain, Ireland and Portugal. It’s also a big issue and getting bigger in the United States, Britain, Japan and a number of other countries.
Read full article... Read full article...
Wednesday, March 17, 2010
Will Fed "Soft Money" Create Hard Times for U.S. Economy? / Economics / Quantitative Easing
By: Money_Morning
Martin Hutchinson writes: For a U.S. president, nominating Fed governors is a little like nominating Supreme Court justices: Since they serve a 14-year term, you have the chance to shape the U.S. Federal Reserve for a decade after your administration ends. What's more - even though Fed governors are subject to confirmation by the U.S. Senate - you're far less likely to have trouble getting them through than you do with the Supremes.
Tuesday, March 16, 2010
New Baghdad and the Collapse of Capitalism / Economics / Global Debt Crisis
By: Casey_Research
Doug Hornig, Casey Research writes: Forty years ago, it was a small town on the Persian Gulf, merely one of seven sheikdoms joined in federation in 1971 to create the United Arab Emirates. Basically, there was nothing there but sand. Yes, oil had been discovered under that sand, and the city/state was enjoying its first economic boomlet. From about 60,000 in 1968, population tripled by 1975, doubled in the next ten years, and nearly doubled again by 1995.
Tuesday, March 16, 2010
Blanchard IMF Chief Economist Pushes Governments for More Inflation / Economics / Economic Theory
By: Marius_Gustavson
It seems that different people have drawn different lessons from the credit crunch and global recession. Many have pointed to the Fed's easy-money policy as a major culprit. Not so the chief economist of the International Monetary Fund, and the leading light of mainstream "new Keynesians," Olivier Blanchard. His recipe for avoiding future calamities of the kind recently witnessed is for monetary policy to be even looser and inflation rates even higher, as expressed in a recent Wall Street Journal interview.
Tuesday, March 16, 2010
Euro Debt Crisis, Latvia and the PIGS / Economics / Global Debt Crisis
By: Eric_Walberg
Down on the Euro Animal Farm, some animals are more equal than others.
Two million people took to the streets of Athens last week in the country's second general strike this month, protesting the austerity measures proposed by their socialist government. All of Greece came to a 24-hour standstill and the airport was closed as a result of the action. The only public transport was the commuter train so that protesters could reach the demonstration.
Tuesday, March 16, 2010
Misconceptions about Money and Velocity / Economics / Elliott Wave Theory
By: Mike_Shedlock
Inquiring minds are interested in velocity and money. John Mauldin discusses both in The Implications of Velocity. Unfortunately, Mauldin perpetuates three widely believed myths in his article.
Tuesday, March 16, 2010
Stabilizing Tax Revenues Is this Economic Recovery Secretly Strong? / Economics / Economic Recovery
By: John_Mauldin
Long time readers of Thoughts from the Frontline will be familiar with the name The Liscio Report. It is one of my "secret" sources of high quality analysis on a wide range of topics including taxes, employment and the underpinnings of the economic headlines that we read which can be so distorted. I say secret because they get nowhere near the attention their work deserves. Philippa Dunne & Doug Henwood, authors of The Liscio Report, do actual on the phone conversations with each of the various states on their tax collections, employment and so on. I find their primary research to be invaluable. Their real time proprietary research based on state withholding and sales tax receipts gives their clients a unique insight into the state of the US economy.
Monday, March 15, 2010
India Inflation Soars to 10% / Economics / India
By: Nadeem_Walayat
The Indian inflation rate for February virtually hit the 10% double digit level by coming in at 9.89%, significantly above market expectations and the RBI's 8.5% target as another example of the worldwide manifestation of the Inflation Mega-trend which has already seen UK inflation double from 1.9% to 3.5% in a little over 2 months.
Read full article... Read full article...
Monday, March 15, 2010
The New Dumb Economic Idea: Velocity Of Money Was Driven By Securitization / Economics / Economic Theory
By: Andrew_Butter
Oh I do love it so when the economists sit all us little boys and girls down, pat us on the head and start talking to us in Baby Language.
Once upon a time there was “inflation targeting” and then the Big Bad Wolf came along and ate it for breakfast. So now we are going to bake a magic cake, we will take a little bit of Keynes, a little bit of Friedman, mix in a dash of Austrian Chocolate…and WOOPIE!! We saved the world…again!!!
Read full article... Read full article...
Monday, March 15, 2010
Unemployment Continued… / Economics / Economic Theory
By: Howard_Katz
Some questions were raised by my article on unemployment of last week and so I want to continue the same subject.
Unemployment has become the central issue of our day and perfectly illustrates the genius of Ayn Rand in putting the spotlight on altruism as the central concept which is destroying our society. Today (but not when Rand wrote) the conservatives have adopted the left-wing’s ideas on economics. They are screaming that Obama has failed because, after little over a year in office the unemployment rate is 10%.
Read full article... Read full article...
Sunday, March 14, 2010
Inflation Lessons Learned and Lessons Forgotten / Economics / Inflation
By: Jim_Richter
A Lesson From Keynes - John Maynard Keynes once said that,"By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens. There is no subtler, no surer means of overturning the existing basis of society than to debauch the currency. The process engages all the hidden forces of economic law on the side of destruction, and does it in a manner which not one man in a million is able to diagnose."
Saturday, March 13, 2010
The Implications of Velocity of Money on the Economy / Economics / Economic Theory
By: John_Mauldin
The Velocity of Money
Our Little Island World
GDP = (P) x (T)
P=MV
A Slowdown in Velocity
Dallas and Thoughts on the Economy
This week we do some review on a very important topic, the velocity of money. If we don't understand the basics, it is hard to make sense of the hash that our world economy is in, much less understand where we are headed.
Read full article... Read full article...
Saturday, March 13, 2010
End of Keynesian Blood Sucking Parasitic Economic System / Economics / Economic Theory
By: Gary_North
On March 11, I spoke at the annual Austrian Scholars Conference, sponsored by the Ludwig von Mises Institute. It was gratifying to see so many attendees that they could not fit into one room.
The Mises Institute is a high-tech outfit. They set up a video camera, and the speech appeared on monitors in other rooms. It will also go on-line within a few days. This will be free. Anyone in the world with Web access can see it from now on. This is a great model for communication and education.
Read full article... Read full article...