Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Saturday, February 07, 2009
Financial Crisis Optimism as Deflation Gives Fed Room to Print Money / Economics / Economic Stimulus
By: John_Mauldin
Thoughts on the Continuing Crisis- The Right Direction, At Least
- The Jobs Will Come
- Can We Have a Little Inflation, Please?
- Those Wild and Crazy Analysts
When confronted about an apparent change of his opinions, John Maynard Keynes is reported to have said, "When the facts change, I change my mind. What do you do, sir?" The earnings season for the 4th quarter is almost 80% complete, and the facts are dismal. It is worse than the current data shows, and could get uglier. Unemployment is increasing, and consumers are both saving more and spending less as incomes are not keeping pace with what little inflation there is. All in all, a very different set of facts than a few quarters ago. This week we examine some of the new facts, and start out by analyzing how Thoughts from the Frontline has done over the past two years with some of the more important predictions. It should make for an interesting letter.
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Friday, February 06, 2009
Lessons from Iceland's Financial and Economic Collapse / Economics / Credit Crisis 2009
By: Jennifer_Barry
Mass protests in Iceland culminated in almost 2% of the population standing outside the Althingi parliament building on January 24, demanding the dissolution of the government. Under severe pressure, Prime Minister Haarde reluctantly resigned, citing health problems. Astonishingly, the head of the central bank and the architect of the economy, David Oddson, has refused to step down. Read full article... Read full article...
Friday, February 06, 2009
The Great Financial and Economic Crash- This is Only the Beginning / Economics / Financial Crash
By: Peter_Schiff
The intense scrutiny recently paid to my investment strategy in the immediate wake of the financial crisis of the last six months has unfortunately obscured the central element of my larger economic forecast. The standard line has been that although I was able to predict the crash, in the form of the housing collapse and the credit crunch, my expected fallout of a weaker dollar and global decoupling has been proven false. However, this assumes that the crash has fully played out. In reality, all we have heard thus far is the overture.Read full article... Read full article...
Friday, February 06, 2009
Jaguar Inflation - A Layman's Explanation of Government Intervention / Economics / Deflation
By: EWI
This article is part of a syndicated series about deflation from market analyst Robert Prechter, the world's foremost expert on and proponent of the deflationary scenario. For more on deflation and how you can survive it, download Prechter's FREE 60-page Deflation Survival eBook , part of Prechter's NEW Deflation Survival Guide. Read full article... Read full article...
Friday, February 06, 2009
Trade Protectionism Solution to Rebuilding America's Industrial Base / Economics / Global Economy
By: Andy_Sutton
Protectionism has clearly become a dirty word. Unfortunately, those in the position of dispensing awareness and perspective obviously have no idea what true protectionism is. If it were explained properly, I would venture to imagine that most here in America would be in favor of it. After all, it applies directly to us and our standard of living. Read full article... Read full article...
Friday, February 06, 2009
U.S. Jobs Contract 13th Straight Month; Unemployment Rate Soars to 7.6% / Economics / Recession 2008 - 2010
By: Mike_Shedlock
This morning, the Bureau of Labor Statistics (BLS) released the January Employment Report . Nonfarm payroll employment fell sharply in January (-598,000) and the unemployment rate rose from 7.2 to 7.6 percent, the Bureau of Labor Statistics of the U.S. Department of Labor reported today. Payroll employment has declined by 3.6 million since the start of the recession in December 2007; about one-half of this decline occurred in the past 3 months. In January, job losses were large and widespread across nearly all major industry sectors. Read full article... Read full article...
Friday, February 06, 2009
Financial Markets Braced For Bad U.S. Non Farm Payrolls Figures / Economics / Financial Markets 2009
By: PaddyPowerTrader
U.S. weekly jobless claims crashed through the 600K barrier yesterday for the first time since 1982. But the market took heart from chatter that accounting rules requiring banks to mark assets to market may be suspended. A mid-day turnaround resulted in US indices ending up yesterday by the time of the close. Read full article... Read full article...
Thursday, February 05, 2009
Davos Economists: Dumb and Dumber Save the Global Economy / Economics / Recession 2008 - 2010
By: Tim_Iacono
[The following conversation between two top U.S. economists was recently overheard at the World Economic Forum in Davos, Switzerland. For obvious reasons, their names have been withheld - they will be referred to here as Lloyd and Harry.]
Two economists hatch a plan to save the global economy...
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Thursday, February 05, 2009
TARP, Banks Exposure to Toxic Credit Default Swaps, Road to Nationalization / Economics / Credit Crisis 2009
By: John_Browne
This week, seven major corporations announced major layoffs, adding 72,000 to the unemployed. At the same time, lending by the big banks fell. With falling demand for loans, it is little wonder that President Obama described the national economic situation as "worsening day by day." Clearly, we are heading into a deepening and severe recession that is spreading worldwide. Read full article... Read full article...
Thursday, February 05, 2009
Open Letter to Dr. Joseph Stiglitz and Challenge to Debate / Economics / Economic Stimulus
By: Richard_C_Cook
Note: Dr. Joseph Stiglitz is a professor at Columbia University, former chairman of President Clinton’s Council of Economic Advisors, former chief economist for the World Bank, and a recipient of the Nobel Memorial Prize in Economic Sciences.Read full article... Read full article...
Thursday, February 05, 2009
Exposing Three Myths of Deflation and Recession / Economics / Deflation
By: EWI
This article is part of a syndicated series about deflation from market analyst Robert Prechter, the world's foremost expert on and proponent of the deflationary scenario. For more on deflation and how you can survive it, download Prechter's FREE 60-page Deflation Survival eBook , part of Prechter's NEW Deflation Survival Guide. Read full article... Read full article...
Thursday, February 05, 2009
Economic Implosion in Canada and Ireland as Workers Revolt / Economics / Recession 2008 - 2010
By: Mike_Shedlock
Inquiring minds are noting similarities between the implosion in Ireland and the implosion in California. Let's take a look starting with In Ireland, "the game is up"
DUBLIN — At 2 a.m., with time for compromise running out, the Irish prime minister finally presented his emergency plan for the floundering economy to the country's trade union leaders.
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Wednesday, February 04, 2009
Pessimism Ahead of Friday's NonFarm Payrolls Jobs Report / Economics / US Economy
By: Michael_Pento
Any Hope for Job Growth? - This Friday's release on nonfarm payrolls will shine a burning light on our nation's need to promote growth and create new jobs. After losing 2.7 million jobs in 2008, projections are to start off 2009 with a 1/2 million reduction in payrolls. The unemployment rate which closed the year at 7.2% is expected to climb to 7.4% in this latest report.Read full article... Read full article...
Wednesday, February 04, 2009
The Money Printing Secret- Collapse in the Money Multiplier / Economics / Money Supply
By: Paul_Lamont
Heroes And Villains - In June of 1966 (similar to the warm sunny days of summer in 1929 and 2007 ), Brian Wilson produced the Beach Boys' single “Good Vibrations.” Capturing the positive feelings of the day, it quickly became a number one hit. But something had changed in 1967 when the Beach Boys moved on to their next album: Smile . Read full article... Read full article...
Wednesday, February 04, 2009
Real Interest Rates Soar as Case Shiller CPI Crashes to Minus 5% / Economics / Deflation
By: Mike_Shedlock
The following chart shows the effect if one substitutes the Case-Shiller housing index for Owners' Equivalent Rent in the CPI.
Case-Shiller-CPI (CS-CPI) vs. CPI-U
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Wednesday, February 04, 2009
Exposing Three Myths of Deflation and Recession / Economics / Deflation
By: EWI
This article is part of a syndicated series about deflation from market analyst Robert Prechter, the world's foremost expert on and proponent of the deflationary scenario. For more on deflation and how you can survive it, download Prechter's FREE 60-page Deflation Survival eBook , part of Prechter's NEW Deflation Survival Guide. Read full article... Read full article...
Wednesday, February 04, 2009
How to Predict Inflation and Deflation Using the CRB Index / Economics / CRB Index
By: INO
The #1 Predictor of Inflation or Deflation.There is an indicator which has been around since 1957. It has accurately forecasted every inflationary and deflationary cycle since. This is my number one indicator for large cyclic trends. You may want to watch this index carefully should you want to invest in certain stocks and commodity related markets. Read full article... Read full article...
Wednesday, February 04, 2009
The Economic Deflation Survival Guide / Economics / Deflation
By: Nadeem_Walayat
Our friends at Elliott Wave International have just put together an expansive NEW Deflation Survival Guide . The free 60-page eBook is packed with Robert Prechter's most important teachings and warnings about deflation. This is one of the most valuable resources EWI has ever offered at no cost. Learn more below or download it now – for free . Read full article... Read full article...
Tuesday, February 03, 2009
Political Elite on Guard Against Global Economic Depression and Gold Safehaven / Economics / Economic Depression
By: Gary_Dorsch
“If you want to continue to be the slaves of bankers, and pay the cost of your own slavery, then let bankers continue to create money and control credit,” warned Sir Josiah Stamp, former chief of the Bank of England in 1927. Indeed, the world economy is now held hostage by an elite banking cartel, whose reckless pursuit of speculation and bloated profits, has precipitated a breakdown of the global financial system, and is plunging the world towards a “Great Depression.” Read full article... Read full article...
Tuesday, February 03, 2009
Irrational Investors Buying into Deflation Scenario / Economics / Investing 2009
By: Oxbury_Research
Glory Days? As I write this article on Super Bowl Sunday morning, I am looking forward to both the football game and the half-time show by Bruce Springsteen. When I think of the Boss - Bruce Springsteen, I always think of his classic song called Glory Days .
Perhaps Glory Days should replace the Star Spangled Banner as our national anthem. Old Uncle Sam could reminisce about his glory days . Such as the days when our country did not have Treasury secretaries from Goldman Sachs or not have a system-gaming, new Treasury secretary appoint a Goldman Sachs lobbyist as his top aide.
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