Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Tuesday, March 16, 2010
Euro Debt Crisis, Latvia and the PIGS / Economics / Global Debt Crisis
By: Eric_Walberg
Down on the Euro Animal Farm, some animals are more equal than others.
Two million people took to the streets of Athens last week in the country's second general strike this month, protesting the austerity measures proposed by their socialist government. All of Greece came to a 24-hour standstill and the airport was closed as a result of the action. The only public transport was the commuter train so that protesters could reach the demonstration.
Tuesday, March 16, 2010
Misconceptions about Money and Velocity / Economics / Elliott Wave Theory
By: Mike_Shedlock
Inquiring minds are interested in velocity and money. John Mauldin discusses both in The Implications of Velocity. Unfortunately, Mauldin perpetuates three widely believed myths in his article.
Tuesday, March 16, 2010
Stabilizing Tax Revenues Is this Economic Recovery Secretly Strong? / Economics / Economic Recovery
By: John_Mauldin
Long time readers of Thoughts from the Frontline will be familiar with the name The Liscio Report. It is one of my "secret" sources of high quality analysis on a wide range of topics including taxes, employment and the underpinnings of the economic headlines that we read which can be so distorted. I say secret because they get nowhere near the attention their work deserves. Philippa Dunne & Doug Henwood, authors of The Liscio Report, do actual on the phone conversations with each of the various states on their tax collections, employment and so on. I find their primary research to be invaluable. Their real time proprietary research based on state withholding and sales tax receipts gives their clients a unique insight into the state of the US economy.
Monday, March 15, 2010
India Inflation Soars to 10% / Economics / India
By: Nadeem_Walayat
The Indian inflation rate for February virtually hit the 10% double digit level by coming in at 9.89%, significantly above market expectations and the RBI's 8.5% target as another example of the worldwide manifestation of the Inflation Mega-trend which has already seen UK inflation double from 1.9% to 3.5% in a little over 2 months.
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Monday, March 15, 2010
The New Dumb Economic Idea: Velocity Of Money Was Driven By Securitization / Economics / Economic Theory
By: Andrew_Butter
Oh I do love it so when the economists sit all us little boys and girls down, pat us on the head and start talking to us in Baby Language.
Once upon a time there was “inflation targeting” and then the Big Bad Wolf came along and ate it for breakfast. So now we are going to bake a magic cake, we will take a little bit of Keynes, a little bit of Friedman, mix in a dash of Austrian Chocolate…and WOOPIE!! We saved the world…again!!!
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Monday, March 15, 2010
Unemployment Continued… / Economics / Economic Theory
By: Howard_Katz
Some questions were raised by my article on unemployment of last week and so I want to continue the same subject.
Unemployment has become the central issue of our day and perfectly illustrates the genius of Ayn Rand in putting the spotlight on altruism as the central concept which is destroying our society. Today (but not when Rand wrote) the conservatives have adopted the left-wing’s ideas on economics. They are screaming that Obama has failed because, after little over a year in office the unemployment rate is 10%.
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Sunday, March 14, 2010
Inflation Lessons Learned and Lessons Forgotten / Economics / Inflation
By: Jim_Richter
A Lesson From Keynes - John Maynard Keynes once said that,"By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens. 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."
Saturday, March 13, 2010
The Implications of Velocity of Money on the Economy / Economics / Economic Theory
By: John_Mauldin
The Velocity of Money
Our Little Island World
GDP = (P) x (T)
P=MV
A Slowdown in Velocity
Dallas and Thoughts on the Economy
This week we do some review on a very important topic, the velocity of money. If we don't understand the basics, it is hard to make sense of the hash that our world economy is in, much less understand where we are headed.
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Saturday, March 13, 2010
End of Keynesian Blood Sucking Parasitic Economic System / Economics / Economic Theory
By: Gary_North
On March 11, I spoke at the annual Austrian Scholars Conference, sponsored by the Ludwig von Mises Institute. It was gratifying to see so many attendees that they could not fit into one room.
The Mises Institute is a high-tech outfit. They set up a video camera, and the speech appeared on monitors in other rooms. It will also go on-line within a few days. This will be free. Anyone in the world with Web access can see it from now on. This is a great model for communication and education.
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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.