Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Saturday, April 07, 2012
Eurozone, US, China, the Global Economy's Ups and Downs / Economics / Global Economy
By: William_R_Thomson
The Business Times Singapore Investment Round Table
PANELLISTS
Kenneth Courtis: Former vice-chairman, Goldman Sachs (Asia) and co-founder of Themes Investment Management
Ernest Kepper: President, Asia Strategic Investment Associates, Japan
Robert Lloyd-George: Chairman, Lloyd-George Investment Management, Hong Kong
William Thomson: Chairman of Private Capital, Hong Kong, director of Finavestment, London
Wednesday, April 04, 2012
Economic Depression and Deflation / Economics / Deflation
By: EWI
Deflation requires a precondition: a major societal buildup in the extension of credit (and its flip side, the assumption of debt). -- Conquer the Crash, 2nd edition (p. 88)
Has the United States met that precondition?
Well, consider that total credit market debt as a percent of U.S. gross domestic product was
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Tuesday, April 03, 2012
Crushing National Debts and Deficits, Economic Revolutions, and Extraordinary Popular Delusions / Economics / Technology
By: John_Mauldin
Professor Andrew Odlyzko leads off this week's Outside the Box with a familiar litany:
"A superpower with crippling debt, exorbitant taxes, glaring inequality, wages far exceeding those of competitors, high and persistent unemployment, lack of basic workplace skills, malnutrition, a rapidly growing rival across the ocean to the West, heated debates about the role of government in the economy, and widespread pessimism about the future."
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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?
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