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Market Oracle FREE Newsletter

Analysis Topic: Economic Trends Analysis

The analysis published under this topic are as follows.

Economics

Saturday, February 17, 2007

US Recession - Gold, Housing and the Inverted Yield Curve / Economics / Analysis & Strategy

By: John_Mauldin

I have often written about the high probability of a recession following an inverted yield curve (where short-term rates are higher than long-term rates), based upon research which suggests the yield curve is our most reliable indicator of future recessions.

I am often asked whether a yield curve causes a recession. The (very) short answer is no. But then what is the mechanism that makes it so reliable? Is it different this time? How can we believe that the economy has a few bumps in its future when things are just so darn good? We ponder these questions in today's letter, as well as peruse the "shocking" housing data released this morning, and look at a very interesting chart on gold.

Read full article... Read full article...

 


Economics

Friday, February 16, 2007

US Selling Assets for Consumption - BHP Bid for Alcoa / Economics / Analysis & Strategy

By: Peter_Schiff

On Tuesday of this week we learned that in 2006 Americans racked up a record $763.6 Billion trade deficit, and that two Australian mining firms, Rio Tinto and BHP Billiton, were each contemplating $40 billion bids for U.S. aluminum giant Alcoa. Not only did Wall Street and the media fail to grasp the negative significance of each story, but they also failed to see the strong connection between the two.

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Economics

Monday, February 12, 2007

Tariffs against China will hurt the USA more than China / Economics / Analysis & Strategy

By: Peter_Schiff

During recent testimony before the hostile Senate Banking Committee, Treasury Secretary Henry Paulson sought to justify the Bush administration's China policy. Predictably, the unmoved senators responded with threats of tariffs should China continue to restrain the yuan, and warned of the negative consequences of restricted access to American consumers. Needless to say, China need not lose any sleep over this bombastic posturing.

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Economics

Thursday, February 08, 2007

US Federal Government Fails Audit - $54 trillion debt / Economics / Analysis & Strategy

By: Money_and_Markets

Want a great reason to own gold? Then consider the following quote from the Government Accountability Office (GAO). I'm taking this from the agency's December report on the government's financial statements: “A significant number of material weaknesses related to financial systems, fundamental recordkeeping and financial reporting, and incomplete documentation continued to ... hinder the federal government from having reliable financial information to operate in an economical, efficient, and effective manner.”

The report goes on to say that the federal government cannot reliably report a significant portion of its assets, liabilities, costs, and other related information ...

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Economics

Monday, February 05, 2007

US Recession in 2007 - Third Leg of the Bear Market Likely / Economics / Analysis & Strategy

By: Paul_Lamont

As our clients know, we have been forecasting a very hard recession over the next few years. At the beginning of 2006, our analysis was viewed with skepticism, but as more data comes in from the recent performance of the economy, our forecast is becoming more probable.

Debt
One of our main arguments has been that U.S. consumers are holding unsustainable levels of debt. The chart below from Ian Gordon, from The Long Wave Analyst shows private debt levels to GDP overlaid with his interpretation of the Kondratieff Wave. Without giving a lengthy description of the Kondratieff Wave, let us just say that as interest rates fall, investors are willing to take on more debt. Much of this credit is spent or used to fuel asset bubbles. Eventually bubbles exhaust themselves and deflate assets but debt is still owed. Participants must default on their debts causing loss of faith in financial institutions and subsequent depression. As you can see debt is now 300% of GNP, much higher than in 1929.

U.S. consumers are holding unsustainable levels of debt

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Economics

Saturday, February 03, 2007

Weak US Payrolls - Goldlilocks to Feel the Chill / Economics / Analysis & Strategy

By: Ashraf_Laidi

Just as the term "Goldilocks" becomes the latest buzz in economic headlines, the real data are gradually leaning to the softer side, allowing Goldilocks to finally feel the cold as more seasonal temperatures start to erode the aberration from abnormally warm weather. But it is not all about weather. The FOMC has finally reduced its preoccupation with inflation at the same week when manufacturing indices dropped back into recessionary levels. The stronger than expected advanced Q4 GDP tells an incomplete tale on a quarter that is already behind us. Softer than expected payrolls and rising unemployment rate both merit closer scrutiny.

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Economics

Saturday, February 03, 2007

The USA is Driving towards National Bankruptcy / Economics / Analysis & Strategy

By: Dr_Martenson

I have a question for you. Let's say you're driving down the road, at night, along a busy highway, 10 miles from the next exit, and the oil warning light suddenly blinks on. What do you do? Are you the sort that pulls over or keeps on driving? If you're the sort that keeps on driving, upset mainly because you don't have any black tape to put over that pesky red light, then you might as well stop reading right now because we're about to pull over.

First a set of definitions; when liabilities exceed assets by an amount that cannot be serviced by any conceivable future revenue stream, then one is said to be ‘insolvent'. When current cash flow cannot service current debt payments, then we say an entity is technically bankrupt. And finally, when a debt payment is missed, then a default has occurred, the entity is actually bankrupt and all sorts of legal machinery kicks into high gear.

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Economics

Thursday, February 01, 2007

How Central Bankers are Stealing Your Money - Money Supply Inflation / Economics / Analysis & Strategy

By: Money_and_Markets

You've heard me say it many times before: Without a gold standard, central bankers are free to print money and credit like crazy to inflate their economies … avoid recessions … and to pay off governmental debts.

The problem with this is that it's always done at your expense! Central bankers don't suffer the consequences. Neither do those in the government. But you sure do!

The purchasing power of your currency declines …

Your cost of living rises …

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Economics

Wednesday, January 31, 2007

The Dismal Science of Phony Money: A Rejoinder / Economics / Analysis & Strategy

By: Douglas_V_Gnazzo

John Maynard Keynes was a champion of the elite money changers, an intelligentsia proponent of the dismal science of phony money - a hired gun. Keynes did not get much right regarding monetary theory, however, in one of his more lucid moments he hit the mark when he stated: "Lenin was right. 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." [2] Read full article... Read full article...

 


Economics

Tuesday, January 30, 2007

Central Bankers Warn of an Impending US Fiscal Crisis - Feds Bernanke, ECB's Trichet / Economics / Analysis & Strategy

By: Dr_Martenson

This past week, Ben Bernanke warned the US Congress that our nation faces a ‘fiscal crisis' if the out of control spending habits of Washington aren't soon curbed.   I suspect he used the word ‘curbed' quite deliberately as the politicians starting back at him probably looked like a row of dogs listening to white noise.  Can't you just picture it?  A bunch of congressional heads all tilted to the side with studious expressions on their faces, but a stylized question mark floating in a little text balloon over each of their heads?

Central Bankers Warn of an Impending US Fiscal Crisis - Feds Bernanke, ECB's Trichet

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Economics

Thursday, January 25, 2007

Parabolic Money Supply Growth - The End of Money / Economics / Money Supply

By: Dr_Martenson

The greatest shortcoming of the human race is our inability to understand the exponential function.
~Dr. Albert Bartlett

While it was operating well, our monetary system was a great system, one that fostered incredible technological innovation and advances in standards of living. But every system has its pros and its cons and our monetary system has a doozy of a flaw.

It is run by humans. 

Oh, wait, that's a valid complaint but not the one I was looking for.

Here it is: Our monetary system must continually expand, forever.

Read full article... Read full article...

 


Economics

Thursday, January 25, 2007

Liquidity to drive global Bull Markets in 2007 / Economics / Liquidity Bubble

By: Clif_Droke

It may not be apparent yet, but the story of the next six months will be the improvement in monetary liquidity and the subsequent bull market in stocks that accompanies it.

The previous two years were notable for the decline in monetary liquidity as shown in the Federal Reserve money supply statistics.  It almost seemed that the Fed wanted to bring the economy to the very brink of recession before priming the credit pump once again at the last possible minute. The Fed very nearly succeeded in bringing about a recession but thankfully this threat has now been averted. Listening to some mainstream economists and financial analysts talk, one gets the impression that the threat of a further economic slowdown is still a very real one.  But such is not the case, a point we'll try to make in this commentary.  Indeed, monetary liquidity hasn't looked this good in years.

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Economics

Wednesday, January 24, 2007

State of the Union - THE UNITED STATES IS INSOLVENT / Economics / US Debt

By: Dr_Martenson

Prepare to be shocked.

The US is insolvent. There is simply no way for our national bills to be paid under current levels of taxation and promised benefits. Our federal deficits alone now total more than 400% of GDP.

That is the conclusion of a recent Treasury/OMB report entitled Financial Report of the United States Government that was quietly slipped out on a Friday (12/15/06), deep in the holiday season, with little fanfare. Sometimes I wonder why the Treasury Department doesn't just pay somebody to come in at 4:30 am Christmas morning to release the report. Additionally, I've yet to read a single account of this report in any of the major news media outlets but that is another matter.

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Economics

Friday, January 19, 2007

The liquidity bubble, from real estate to bonds to stocks... / Economics / Analysis & Strategy

By: Adrian_Ash

Fancy a St.Tropez villa with its own infinity pool? Keep an eye on the junk bond market...

THE REAL ESTATE AGENT blinked into the warm winter sunshine.

   "In 34 years in the St.Tropez market I've never known anything like it," he smiled.

   Interviewed for British television, the realtor looked every inch 'old money'. But he  didn't mind the nouveau riche of bonus-rich bankers and traders now driving property prices higher in the South of France.

   Every villa he showed to the film crew came with an infinity pool and a view to die for. None of them cost less than $3 million. Read full article... Read full article...

 


Economics

Tuesday, January 16, 2007

UK inflation hits the Bank of England's 3% CPI limit / Economics / Strategic News

By: Sarah_Jones

The UK inflation rate as measured by the Consumer Price Index (CPI), hit the upper limit of 3% today. The highest level in over a decade supports the Bank of England's surprise decision to raise interest rates last week to 5.25% from 5%. (Bank of England raises UK interest rates to 5.25%, catching the financial markets off guard )

UK inflation hits the Bank of Englands 3% CPI limit

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Economics

Wednesday, January 10, 2007

Never Mind the Price Tag, - Gap between the haves and haves nots widens - Part 1 / Economics / Articles

By: Adrian_Ash

The gap between the 'haves' and 'have-yachts' keeps growing with the stock market. Watch out for that iceberg!

MORE THAN 1,000 YACHTS went on display last week at the New York National Boat Show. They included the $1.1 million Cruisers Yacht 520 Express.

   But that's peanuts compared with the Sunseeker Trideck, now on sale in Mayfair, London. Complete with a dining table made of American black walnut that seats twelve, it weighs more than 150 tonnes and costs $16 million.
Read full article... Read full article...

 


Economics

Friday, January 05, 2007

U.S. economy is fizzling whilst Stock Markets are sizzling ! / Economics / Analysis & Strategy

By: Money_and_Markets

You know what I think of when I look at the U.S. markets right now? The Charles Dickens' masterpiece, A Tale of Two Cities . Here's why ... For many parts of the “real” U.S. economy — America's factories, employers, shopping malls, and homeowners — it's looking like the worst of times.

Signs of an economic slowdown are everywhere:

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Economics

Monday, December 18, 2006

Peak Debt - US Debt & GDP Growth / Economics / Analysis & Strategy

By: Jas_Jain

I am no expert on Peak Oil, but Peak Oil is not the urgent problem that the world faces, economically, or politically. The problems of the supply-demand of oil will play out over a longer period and its effects would be spread over a longer period of time than that of the Peak Debt, which are lot more immediate. As a matter of fact, it has been the rapidly rising debt (racing towards the peak), which in turn has "fueled" a worldwide construction boom, that has resulted in the high prices for oil over the past 4 years and not the realization of the problem of Peak Oil. During the coming global depression, within this decade, the price of crude oil should fall below $25 a barrel and there will be glut due to sharply falling demand. I realize that these are not the concerns that people have today as long as the American consumer keeps borrowing. But, for how long?
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Economics

Friday, December 15, 2006

Three Asian Mega-Trends ! / Economics / Analysis & Strategy

By: Money_and_Markets

I've spent the last 21 days traveling throughout Hong Kong, Tokyo, Shanghai, Singapore, Shekou, Bangkok, Macau, and Shenzhen. My goal: Seeking out the very best investment opportunities. It's been a long and exhausting trip. But I've found dozens of fast-growing businesses with skyrocketing profits. In fact, my biggest problem is that I have to narrow down this big platter of opportunities to just the few very best ideas.
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Economics

Thursday, December 14, 2006

US Employment and Recessions (Short and Sweet'): A Picture Worth Thousand Words / Economics / Analysis & Strategy

By: Jas_Jain

When Wall Street and Federal Reserve economists point to the current employment growth as a sign of the economy's health, over the next few quarters, i.e., a sign of "soft landing," they are lying because employment keeps growing until the economy is in a recession already. Fig. 1 says it all.

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