Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Wednesday, July 21, 2010
Four Stocks to Buy Ahead of Britain's Unexpected Economic Turnaround / Economics / UK Economy
By: Money_Morning
Martin Hutchinson writes: I have been negative on Britain for a decade - and with good reason. The British economy was over-dependent on financial services, and government spending - at greater than 50% of gross domestic product (GDP) - was out of control.
Wednesday, July 21, 2010
Japan, Land of the Rising Debt / Economics / Japan Economy
By: Vitaliy_Katsenelson
Investors are understandably scared of the sovereign debt crisis unfolding in Europe. Amid their angst, however, they are ignoring a more likely, and significantly larger, debt catastrophe that is about to hit the nation with the second-largest economy in the world — Japan. Two decades of stimulative, low-interest-rate fiscal policy have made Japan the most indebted nation in the developed world, and as new Prime Minister Naoto Kan recently said, in his first address to Parliament, that situation is not sustainable. Japan has little choice but to raise interest rates substantially, with dire consequences far beyond its shores. Read full article... Read full article...
Tuesday, July 20, 2010
Hoover's Dam Folly, Governments Never Learn They Can't Print There Way to Prosperity / Economics / Government Spending
By: Douglas_French
Economics professor Bernard Malamud not once but twice invited the crowd in Las Vegas to visit nearby Hoover Dam to see for themselves an example of the productive assets that were created by Franklin Delano Roosevelt's (FDR) New Deal. Professor Malamud was recruited to plead the Keynesian side of the argument in an "FDR's Depression Policies: Good Deal or Raw Deal?" debate with the Foundation for Economic Education's (FEE) Lawrence Reed during FreedomFest.
Tuesday, July 20, 2010
ECRI Paranoid About Calling a Double Dip Recession / Economics / Double Dip Recession
By: Mike_Shedlock
Inquiring minds have been watching the ECRI's weekly leading index plunge nonstop since October of 2009. Moreover the WLI has been in negative territory for 6 consecutive weeks.
Monday, July 19, 2010
Understanding Robert Prechter's Deflationary Depression 'Slope of Hope' / Economics / Great Depression II
By: EWI
Almost everybody who follows financial markets has heard about climbing the "wall of worry": the time when prices head up bullishly, but no one quite believes in the rally, so there's more worry about a fall than a rise.
What's the opposite condition in the market?
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Monday, July 19, 2010
Real Jobs vs Fake Jobs / Economics / Employment
By: LewRockwell
In many ways, the unemployment numbers are much worse than they appear. One factor has been the timing of the US census. The bureau hired some 700,000 workers to collect data — people who otherwise were having a very difficult time navigating the choppy labor markets. They went for the jobs because they were a sure thing, paid decently, and didn't require unusual skills (anyone can knock on a door and pester people about their private lives).
Monday, July 19, 2010
DeLong on Bigger Budget Deficits / Economics / Economic Stimulus
By: Robert_Murphy
In a recent blog post, UC Berkeley economist Brad DeLong made an arithmetic case that, "We need bigger deficits now!" As an Austrian economist I naturally find his conclusion horribly mistaken, but it will still be useful to go through DeLong's argument and identify exactly where he goes astray.
Monday, July 19, 2010
Keynesian Economics Fraud, A Bad Day For The WSJ / Economics / Economic Theory
By: Howard_Katz
A recurrent theme in my articles has been that our current economic system is intended to steal your wealth and that a vast amount of information being taught as economics is intended to justify this stealing and to trick you into falling for its program.
As with any misinformation, one must make a distinction between a deliberate lie and an honest mistake. As I have studied this, it is clear to me that, at the very top, it is deliberate. For example, John Maynard Keynes was a deliberate fraud. He did not believe Keynesian economics. It was a useful tool toward his goal of attracting the bankers to support him and his followers. Keynes was a confidence man; our current economic system is a confidence game, and the intent is to steal the wealth of all the marks.
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Monday, July 19, 2010
Obama's Policies Will Cause Economic Stagnation / Economics / Double Dip Recession
By: Gerard_Jackson
Grim is one word that surely sums up the state of the US economy. Without a doubt the Obama administration is the most incompetent since the lamentable Carter sat in the Oval office. Now there are some who sincerely believe that Obama has deliberately set out to destroy the economy. What else could explain his 'economic policies'? Ideologically-driven ignorance, for one.
Monday, July 19, 2010
Debt, Deleverage and Default: What Next? / Economics / Global Debt Crisis
By: DK_Matai
The relentless forces of debt, deleverage and default were set in motion by the financial market excesses of the last decade. This is hardly surprising, but the details are sobering.
Sunday, July 18, 2010
Nouriel Roubini Ponders the "L-Shaped Recession" / Economics / Double Dip Recession
By: Mike_Shedlock
Nouriel Roubini appears to be sticking with his "U-Shaped Recession" call, at least for now. However, his stance seems much more cautious than before.
Sunday, July 18, 2010
Total Failure of Bush’s “Bail-Outs” and Obama’s “Stimulus” / Economics / Economic Stimulus
By: Submissions
Philip Szlyk writes: The Bush and Obama bail-outs and "stimulus" plans have been a total failure. The evidence? While "official unemployment" hovers around 9.6%, this figure excludes those formerly-employed people who, for now, have given up looking for work. It also excludes the large numbers of the formerly-employed who have opted to retire at age 62, allowing them to receive federal Social Security payments. When these two groups are included in the calculations, true unemployment has been estimated between 18% and 25%. If one further considers the large increases in government hiring (e.g., 700,000 temporary U.S. Census workers; increases in Dept of Homeland Security workers), it becomes clear that the true private-sector unemployment rate easily exceeds 25%.
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Sunday, July 18, 2010
The Debt Supercycle Path to Profligacy and End Game / Economics / Global Debt Crisis
By: John_Mauldin
The Debt Supercycle
Somewhere Over the Rainbow
The Path to Profligacy
Things That Cannot Be
I have been writing about The End Game for some time now. And writing a book of the same title. Consequently, I have been thinking a lot about how the credit crisis evolved into the sovereign debt crisis, and how it all ends. Today we explore a few musings I have had of late, while we look at some very interesting research. What will a world look like as a variety of nations have to deal with the end of their Debt Supercycle. We'll jump right in with no "but first's" this week.
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Sunday, July 18, 2010
Debunking Paul Krugman's Icelandic Economic Miracle / Economics / Economic Theory
By: Dian_L_Chu
With op-ed pieces such as "Budget Deficits: Spend Now, Save Later", it is of no surprise that Paul Krugman declares--Iceland--a "Post-Crisis Miracle."
In an article dated June 30, Krugman wrote: "...although Iceland is generally considered to have experienced the worst financial crisis in history, its punishment has actually been substantially less than that of other nations."
Saturday, July 17, 2010
ShadowStats U.S. CPI Inflation Running at 4.3%, Gold $2,382, Silver $139 / Economics / Inflation
By: Jesse
ShadowStats U.S. CPI Inflation Running at 4.3%, Gold $2,382, Silver $139
Something Weimar this way comes?
There is almost no doubt in my mind that we will see these prices for gold and silver. I am just not sure exactly how we will get there, and when. But I expect the unexpected, or at least that which is not expected by the many.
Saturday, July 17, 2010
The Money Supply Conspiracy / Economics / Money Supply
By: Richard_Daughty
Marin Katusa is Chief Energy Strategist for Casey Research, which probably made it easier for him to get his stuff into Casey’s Daily Dispatch, whereas no matter what I write, they always say to me, “This is crap! Stop sending us your Stupid Mogambo Crap (SMC)! It’s crap! It’s always crap!”
Friday, July 16, 2010
U.S. CPI Negative 3rd Consecutive Month, Consumers Have a Selective Memory / Economics / Inflation
By: Mike_Shedlock
As expected, as least as I expected, the Consumer Price Index for June shows the seasonally adjusted CPI was Negative 3rd Consecutive Month.
Friday, July 16, 2010
Is the Economic Recovery an Illusion? / Economics / Economic Recovery
By: Sy_Harding
There’s too much money happy to be right where it is, not about to come out of hiding and provide fuel for the economy.
Friday, July 16, 2010
Global Economics and the “Baton Toss” / Economics / Global Economy
By: HRA_Advisory
Recent conferencing in Toronto was another waypoint in the transit of global authority. The G8 (G7+Russia) economics discussion group began broadening a decade ago with creation of a forum of economic ministries. The western banking crisis pushed that larger forum to heads of government level. The long planned G8 gabfest in a wealthy enclave of Ontario’s cottage country had a city centre G20 (G19+EU) gathering appended to it. Even protest groups who claimed allegiance with emerging economies a decade ago knew G8 was but a preamble and focused on the quickly organized G20 fete.&
Friday, July 16, 2010
Fed Money Printing Won't Matter Much to the Real Economy / Economics / Quantitative Easing
By: Mike_Larson
In the wake of the latest batch of “double-dip” chatter, the market’s attention is shifting back to the Federal Reserve. Investors are asking a simple question:
Read full article... Read full article...“What, if anything, will the Fed do if the economy craps out again?”