Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Saturday, March 13, 2010
Marc Faber vs Mish on Inflation Vs Deflation / Economics / Economic Theory
By: Mike_Shedlock
I had the great pleasure of meeting Marc Faber in person over the past couple of days after having exchanged emails with him about various things for the past several years. Marc is not only extremely knowledgeable about investments and strategies, he is also a lot of fun to be with personally.
Friday, March 12, 2010
Municipal Deflation, Consequences of the Greatest Speculation / Economics / Deflation
By: Fred_Sheehan
"The financial difficulties of local governments in consequence both of the inflation and deflation of real estate values demonstrates strikingly the unwisdom of a revenue system concentrated so heavily upon real estate...." -Herbert D. Simpson, Meeting of the American Economic Association, 1933
Thursday, March 11, 2010
U.S. Economic Recovery Has Stalled, Unemployment Claims at 462,000 / Economics / US Economy
By: Mike_Shedlock
Any economists blaming snow for recent weekly claims reports need to search for additional excuses. Once again, today's numbers appear like reporting in the movie Groundhog Day.
Thursday, March 11, 2010
America’s Real Estate Burden Ensures Inflation / Economics / Inflation
By: Dr_Jeff_Lewis
The Obama administration and the US Congress have together made inflation the real monetary policy of the United States. While pundits and talking heads focus on the bailouts and loan packages, they're missing the bigger picture. It isn't what the US government outright purchased (stock, debt, and real estate paper), but it's what the US government is guaranteeing that will make all the difference.
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Thursday, March 11, 2010
European Debt Crisis Bailout Fund Proposal … Just Another Bad Idea / Economics / Global Debt Crisis
By: Money_Morning
Martin Hutchinson writes: Has bailout mania finally reached Europe?
The 16 nations that make up the Eurozone are seriously exploring the creation of a "European Monetary Fund," a bailout fund that would help euro-member countries that can't pay their debts.
Wednesday, March 10, 2010
China Economic and Investment Road Map, Playing Follow the Leader / Economics / China Economy
By: Tony_Sagami
While it is hard to get a straight answer from an American politician, they do have the freedom to speak their mind and say whatever they darn well want to.
They may often put their foot in their mouth with exaggerations — “I invented the internet” — or say something they regret later — “you lie” — but they have the freedom to say whatever they want.
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Wednesday, March 10, 2010
The Three most IMMINENT Economic Disasters. How to survive … / Economics / US Economy
By: Sean_Brodrick
Of all the major disasters and threats to your security ahead — and all the major profit opportunities — three stand out as the most imminent of all:
Disaster #1: America’s Empire of Debt. If you think Americans are living a normal life, think again. Our entire consumer economy, lifestyle, livelihood — and nearly all or wealth — is predicated on one thing: DEBT.
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Wednesday, March 10, 2010
Germany, The “Must-Invest” Economy / Economics / Investing 2010
By: Money_Morning
Martin Hutchinson writes: If you're a U.S. investor, you can't be happy about the prospects for your portfolio. After all, you're mostly trapped in an economy with a gigantic and dangerous financial-services sector, a central bank that can't stop itself from printing money and a government that overspends wildly.
Wednesday, March 10, 2010
Beige Colored Slow U.S. Economic Recovery / Economics / Economic Recovery
By: Pravda
The US economy continues to make a slow recovery. The blizzards and unusually low temperatures that hit several regions in February hurt several areas, the Federal Reserve said in a Beige Book report last week.
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Tuesday, March 09, 2010
Unlocking the Jobs Dilemma / Economics / Employment
By: John_Browne
Productive, private-sector jobs - the lifeblood of a sound economy - are under assault by politicians in the United States and Western Europe, who have unwittingly taken a number of steps that make future job losses a foregone conclusion.
Tuesday, March 09, 2010
The European Union Debt Deflation Trap / Economics / Deflation
By: John_Mauldin
"The underlying principle flows from the financial balance approach: the domestic private sector and the government sector cannot both deleverage at the same time unless a trade surplus can be achieved and sustained. Yet the whole world cannot run a trade surplus. More specific to the current predicament, we remain hard pressed to identify which nations or regions of the remainder of the world are prepared to become consistently larger net importers of Europe's tradable products. Countries currently running large trade surpluses view these as hard won and well deserved gains.
Tuesday, March 09, 2010
The Scandinavian Socialist Welfare Myth Revisited / Economics / Economic Theory
By: MISES
Obama seems hell-bent on expanding the US welfare state at any cost, and of course no welfare-state debate is complete without bringing up the Scandinavian countries as the perfect example of massive statism bringing prosperity. This seems to be a real conundrum, even for Austrians and other libertarians. Being a citizen of Sweden myself, I am often asked to give an explanation of these "bumblebee economies" that aren't supposed to be able to fly but still do.
Tuesday, March 09, 2010
China's Economic Challenge / Economics / China Economy
By: STRATFOR
China’s National People’s Congress (NPC) remains in session. As usual, the meeting has provided Beijing an opportunity to highlight the past year’s successes and lay out the problems that lie ahead. On the surface at least, China has shown remarkable resilience in the face of global economic crisis. It has posted enviable gross domestic product (GDP) growth rates while keeping factories running (if at a loss) and workers employed.
Monday, March 08, 2010
Trade Deficits and Fiat Currencies / Economics / Fiat Currency
By: Robert_Murphy
There is a connection between fiat currencies and trade deficits, and many cynics have argued that the US dollar's status as global reserve currency allowed Americans to consume more than they produced for decades. However, this "deficit without tears" argument is sometimes overstated. To gain a deeper understanding of both monetary theory and international trade, it's useful to probe the issue more carefully.
Monday, March 08, 2010
The Global Debt Crisis / Economics / Global Debt Crisis
By: Marius_Gustavson
With all the attention being focused on whether or not there will be a sustainable recovery in 2010, the potential for a wave of sovereign-debt crises following the wake of the global recession has just recently started to appear on people's radar screens. Yet, such a wave should not be surprising.
Monday, March 08, 2010
1.7 Million Reasons Why the Economic Recovery is a Joke / Economics / Economic Recovery
By: Graham_Summers
My apologies for dropping off the map last week. I had quite a bit going with the back-end of my business. On that note, I’m going to making a few major announcements in the next week, so stay tuned.
Now, let’s move onto the economy, then the markets.
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Monday, March 08, 2010
Sensible People See Through Keynesian Economics, But Not Economists / Economics / Elliott Wave Theory
By: Gary_North
Four images provide the conceptual tools to refute Keynesian economics: the gun, the wallet, the IOU, and the printing press. Recall them every time you read a Keynesian promotion of the latest government-spending plan. Let me explain.
Sunday, March 07, 2010
The FED Won't Deflate or Even Seriously Disinflate / Economics / Inflation
By: Michael_S_Rozeff
The FED, in my opinion, is a price taker in the security markets. While its control over the interest rate in the inter-bank market for reserves (Federal Funds) may be very large in the short run, it cannot and does not control interest rates in other markets, such as Treasury bills. These rates and yields are linked to world markets that are too large for the FED to control.
Saturday, March 06, 2010
Too Much Hope and Audacity, Obama’s Budget is Worse than You Thought / Economics / Government Spending
By: Q1_Publishing
Forget the current estimates, the deficits are going to be much, much worse.
Just a few days after Senator Jim Bunning was labeled a “lunatic” for trying to enforce the recently enact Pay-As-You-Go laws, the Congressional Budget Office (CBO) releasted its analysis of the Obama Administration’s federal budget proposal.
Saturday, March 06, 2010
Sovereign Debt and the Economic Crisis, When Countries are Bankrupt... / Economics / Global Debt Crisis
By: Bob_Chapman
Sovereign debt hangs like an albatross around the necks of too many countries. There are 17 medium-size to large countries that are close to, or are bankrupt. Many are being kept solvent by using two sets of books and by marking to model. As you know we expect these bankruptcies to take place by the end of 2011. That will be accomplished at meetings such as we saw in the 1970s at the Smithsonian, the Plaza Accord of 1985 and the Louvre Accord of 1987. There will be a realignment of currencies.