Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Sunday, June 21, 2009
Mass Deflation or Inflation? / Economics / Inflation
By: LewRockwell
Gary North writes: Back in 1973, gold standard advocate John Exter made a phrase famous in hard-money circles: "Pushing on a string." Exter argued that prices of all assets except gold (he ignored silver) would someday collapse because of the pyramiding of debt. Banks would eventually cease to lend, out of fear of default. That would cause the default.
Saturday, June 20, 2009
U.S. Economy Trending Towards an Inflationary Depression / Economics / Great Depression II
By: Global_Research
Bob Chapman writes: As Emperor Obama (Romulus the Usurper) fires GM's CEO, steals money from Chrysler's bondholders, puts together Public-Private Investment Partnerships (PPIP's) that will privatize gains and socialize losses in an attempt to stabilize derivative prices by having banks buy their toxic waste from one another in the usual "smoke and mirror" tradition of Wall Street, and creates what currently is an annualized 1.8 trillion dollar federal budget deficit that will grow exponentially over time to finance zombie banker bailouts, to fascistically nationalize the financial, insurance and auto manufacturing industries, and to provide inane, flash-in-the-pan, socialistic spending programs (euphemistically called "stimulus packages" that will do little or nothing to stimulate production or to create permanent jobs).
Saturday, June 20, 2009
The Great Reflation Continues Amidst a Tsunami of Debt / Economics / US Debt
By: Ty_Andros
In This Issue: Fingers of Instability, Part IV
Tsunami of Death, er….Debt
Banks, the New Healthy!
Character Assassination!
Green Shoots
Fall of Babylon
Capital Flight
Lessons from 55 BC
Friday, June 19, 2009
Economic Deflation hard Evidence from Flow of Funds Report / Economics / Deflation
By: Mike_Shedlock
I am not sure if this was his intent, but recent analysis of the Flow of Funds Report by Martin Weiss eloquently makes the case for deflation.
In New, Hard Evidence of Continuing Debt Collapse! Martin Weiss Writes ...
Friday, June 19, 2009
Four Key Reasons the U.S. Economy is Facing a ‘Jobless Recovery’ / Economics / Recession 2008 - 2010
By: Money_Morning
Martin Hutchinson writes: When the Labor Department recently reported that U.S. payrolls fell by 345,000 jobs in May - the lowest total in eight months - commentators were suddenly spotting “green shoots” of economic recovery virtually everywhere they looked.
Friday, June 19, 2009
Russia and China Sign $100 Billion Trade Deal / Economics / Emerging Markets
By: Pravda
A new deal between Russia and China in the sum of about $100 billion became the largest deal that has ever been signed between the two countries, Russian President Dmitry Medvedev said as a result of the meeting with his Chinese counterpart Hu Jintao.
Read full article... Read full article...
Thursday, June 18, 2009
U.S. Doubling Unemployment Pay Checks to Stimulate Economy / Economics / Financial Markets 2009
By: Anthony_Cherniawski
What if the Fed had a sale and no one came?
The Federal Reserve received no requests from investors for loans to buy new commercial mortgage-backed securities under an emergency program aimed at reducing borrowing costs and reviving U.S. economic growth.
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Thursday, June 18, 2009
Credit Contraction as Shadow Lenders Retreat Means Deflation Not Inflation / Economics / Credit Crisis 2009
By: Global_Research
Ellen Brown writes: While contrarians are screaming “hyperinflation!”, the money supply is actually shrinking. This is because most money today comes into existence as bank loans, and lending has shrunk substantially. That means the Fed needs to “monetize” debt just to fill the breach.
Thursday, June 18, 2009
Towards a Sound Economy / Economics / Credit Crisis 2009
By: Rudo_de_Ruijter
Sometimes money is compared with the blood of the economy. The credit crisis painfully demonstrated, that the economy depends on a permanent infusion of credits. As soon as the banks deliver a bit less credit, enterprises fail and the mass dismissals succeed each other.
Thursday, June 18, 2009
U.S. Recession Over by End of Summer 2009 / Economics / Recession 2008 - 2010
By: Pravda
The American economy will begin growing again in the third quarter, but the rebound will be meek as a battered housing sector and ailing banks stem any progress in other areas, according to a Reuters poll.
Wednesday, June 17, 2009
U.S. Deflation CPI Drops 1.3% in Past Year, Biggest Drop in 59 Years; Where To From Here? / Economics / Deflation
By: Mike_Shedlock
MarketWatch is reporting Consumer prices inch 0.1% higher in May.
U.S. consumer prices increased a seasonally adjusted 0.1% in May as falling food prices largely offset higher gasoline prices, the Labor Department reported Wednesday.
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Wednesday, June 17, 2009
Secret to Measuring the Pulse of the Economy / Economics / Recession 2008 - 2010
By: DailyWealth
Tom Dyson writes: In 2005, I wandered into the Simpson Yard in Jacksonville and struck up a conversation with the duty manager. The Simpson Yard belongs to the Norfolk Southern Railroad. It's their major freight yard in Jacksonville.
Wednesday, June 17, 2009
The Recession Is Far From Over / Economics / Recession 2008 - 2010
By: Money_and_Markets
Claus Vogt writes: The crisis is over, or nearly so, say Wall Street and the huge majority of bulls. All those economists, central bankers and analysts, who didn’t see this crisis coming and who underestimated its severity all the way down, are sure that the worst is over now.
Wednesday, June 17, 2009
The Great Unwinding of Credit Will Continue, So Make Absolutely Sure You’re Prepared! / Economics / Credit Crisis 2009
By: Money_and_Markets
Nilus Mattive writes: I often use a lot of market history and economic data to support the arguments I make here in Money & Markets. That’s because I believe crunching numbers, comparing the past to the present, and using a healthy dose of common sense is the best way to figure out what’s happening in the investment world, and where things might be headed next.
Tuesday, June 16, 2009
China Must Take Advantage of Brazil to Have BRIC Renamed as CRIB / Economics / Emerging Markets
By: Pravda
Marc Chandler writes: Brazil, Russia, India and China, now collectively known as the BRIC countries, will hold a summit in Russia on June 16th. Besides the Goldman Sachs invented moniker, these countries have very little in common except for the fact that they believe, to seemingly varying degrees of intensity, that they deserve greater influence in the conduct of world affairs than they currently have.
Tuesday, June 16, 2009
Krugman and McCulley, Economic Ignorance Déjà Vu All Over Again / Economics / Economic Stimulus
By: Mike_Shedlock
Paul Krugman says Stay the Course.
Read full article... Read full article...The debate over economic policy has taken a predictable yet ominous turn: the crisis seems to be easing, and a chorus of critics is already demanding that the Federal Reserve and the Obama administration abandon their rescue efforts. For those who know their history, it’s déjà vu all over again - literally.
Tuesday, June 16, 2009
Fear for a Lost Economic Decade / Economics / Great Depression II
By: John_Mauldin
Before we get into this week's Outside the Box, let me give you a few pieces of data that came across my desk this morning, which will help set the stage for the OTB offering. Fitch (the ratings agency), in a downgrade of yet another 543 mortgage-backed securities of 2005-07 vintage, gives us the following side notes: "The home price declines to date have resulted in negative equity for approximately 50% of the remaining performing borrowers in the 2005-2007 vintages. In addition to continued home price deterioration, unemployment has risen significantly since the third quarter of last year, particularly in California where the unemployment rate has jumped from 7.8% to 11%...
Tuesday, June 16, 2009
Is Economic Recovery Closer Than You Think? / Economics / US Economy
By: Q1_Publishing
The divide between bull and bear camps is growing wider each day.
There isn’t much middle ground. You’re either in it, waiting for a pullback, or waiting for the collapse.
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Monday, June 15, 2009
Plastic Green Shoots of Economic Recovery / Economics / Recession 2008 - 2010
By: Michael_Pento
Most investors and pundits are celebrating the green shoots of economic stabilization and the belief that there will be a “V” shaped recovery in GDP growth. I believe, however, that what we are experiencing is just an artificially derived respite and that we have only entered the eye of our debt induced hurricane.
Monday, June 15, 2009
Premature Excitement that the Recession is Over / Economics / Recession 2008 - 2010
By: Mike_Shedlock
The good news is the recession is over.
Well not quite, not just yet. However, so many are cheering the event in advance that I put on my party hat, tooted my horns, threw confetti, and I even launched bottle rockets in celebration. It was a sight to behold.