Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Thursday, January 21, 2010
China Lending Restrictions and Beijing's Predicament / Economics / China Economy
By: STRATFOR
Liu Mingkang, head of the China Banking Regulatory Commission (CBRC), said in an interview Jan. 20 that several Chinese banks had been asked to restrain their lending after proving to have inadequate capital reserves. Chinese media reports claimed that new bank loans so far in January have risen to as high as 1 and 1.5 trillion yuan ($146-$220 billion) — approaching or equaling the massive hike in January 2009. As a result, several major Chinese commercial banks (whose names were not given) were given oral commands to stop new lending for the rest of the month.
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Thursday, January 21, 2010
UK Hits Worst Deflation on Record / Economics / Deflation
By: Adrian_Ash
Not enough money exists for the UK to repay its private-sector debts at the moment. Where-oh-where might the cash come from...?
WELL AT LEAST we now know the Bank of England isn't front-running its personal accounts or pension scheme with inside information.
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Thursday, January 21, 2010
Emerging Economies Will Continue to Lead the Way / Economics / Emerging Markets
By: Hans_Wagner
Emerging markets, especially China, Brazil, India, much of Asia and other parts of Latin America will lead the rest of the world in economic growth. As a multi-year trend, this is continuation of one of the best investing themes from 2009. Demand for commodities such as copper and steel will be critical for this growth. The economic growth of these countries is encouraging the emergence of a new middle class.
Thursday, January 21, 2010
Hyperinflation, Money Demand, and the Crack-up Boom / Economics / HyperInflation
By: Thorsten_Polleit
In the early 1920s, Ludwig von Mises became a witness to hyperinflation in Austria and Germany — monetary developments that caused irreparable and (in the German case) cataclysmic damage to civilization.
Mises's policy advice was instrumental in helping to stop hyperinflation in Austria in 1922. In his Memoirs, however, he expressed the view that his instruction — halting the printing press — was heeded too late:
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Thursday, January 21, 2010
Deflationists Always Wrong, High Inflation Ahead / Economics / Inflation
By: Gary_North
Over the past month, I have written seven lengthy articles on the totally erroneous theory that consumer price deflation is inevitable, no matter what the U.S. government and the Federal Reserve System do. You can read them here.
I would like to believe that this will end the debate. It won't.
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Thursday, January 21, 2010
The Future of Unemployment Benefits in the U.S. / Economics / Recession 2008 - 2010
By: Bob_Chapman
Last January we predicted that there would be another stimulus program this year. Congress has already passed legislation to continue unemployment benefits, which the Senate will approve as well. Those out of work cannot survive without such assistance, as our transnational conglomerates continue to send our jobs to foreign lands. The question is will the unemployed, as a result, receive benefits indefinitely, as these elitist corporations park their profits in tax havens tax-free?
Thursday, January 21, 2010
UK Public Spending Deficit Debt that Risks Bankrupting Britain / Economics / UK Debt
By: Nadeem_Walayat
The government is set to spend an estimated £680 billion this financial year on the public sector (2009-10), that is currently running an ANNUAL £180 billion deficit, i.e. the government spends £180 billion a YEAR more than it earns which is contributing to towards igniting Britains inflationary debt spiral, that risks accelerating trend towards an hyper inflationary bust leaving savers with worthless paper and the economy in ruins.
Wednesday, January 20, 2010
Greece Debt Default Could Take Eurozone Down With it / Economics / Global Debt Crisis
By: Money_Morning
Don Miller writes: As the European Commission holds its regular monthly meeting in Brussels this week, ministers find themselves debating what to do about the Greek debt crisis -- the biggest credibility test the Eurozone has faced since the single currency was created.
Wednesday, January 20, 2010
Forget Deflation this is Stagflation / Economics / Spain
By: Adrian_Ash
Well, this is a pretty pass. Deflation in all things except inflation...
THEY WERE SUPPOSED to avert depression. The Bank of England continues to tout their "success".
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Wednesday, January 20, 2010
Japan Deflationary Depression Myth, Heading for an Inflationary Spiral? / Economics / Japan Economy
By: Claus_Vogt
During the past few years you have most likely read about Japan’s so-called lost decade or its so-called deflationary malaise. And you may have heard warnings that the Japanese experience might be the dire blueprint for what’s to come in the U.S.
Since there are some striking similarities between Japan of the early 1990s and the U.S. today, it’s definitely worth the effort to have a closer look at what is going on in Japan — and what is probably going to happen in the U.S.
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Wednesday, January 20, 2010
UK Unemployment Drop Confirms Election Stealth Economic Boom Forecast 2010 / Economics / Economic Recovery
By: Nadeem_Walayat
UK Unemployment fell for October data by 33,000 to 2.458 million leaving the UK jobless rate at 7.7% which is significantly below that of the U.S. at 10%. The news surprised journalists and academic economists that went scurrying to further revise forecasts that barely a few months ago were calling for UK unemployment to hit between 3 and 3.4 million by the time of the next general election. Journo-economists and academic economists have shown great consistently these past 12 months by being wrong on virtually all aspects of financial and economic activity right from the birth of the stocks stealth bull market of March 2009, straight into the election boom of 2010 and not forgetting yesterdays inflation spike.
Wednesday, January 20, 2010
New Year New Economic Boom? Why 2010 Should Be One to Remember / Economics / Recession 2008 - 2010
By: EWI
Elliott Wave International's latest free report puts 2010 into perspective like no other. The Most Important Investment Report You'll Read in 2010 is a must-read for all independent-minded investors. The 13-page report is available for free download now. Learn more here.
Wednesday, January 20, 2010
Krugman the Crazy Keynesian Does Not Have Clue / Economics / Economic Theory
By: William_Anderson
Even when Paul Krugman gets it right, he still gets it wrong. Now, I am not someone who is a knee-jerk critic of the guy, although I generally expect Krugman to blame the wrong people and recommend the wrong "solutions."
Tuesday, January 19, 2010
U.S. CPI Inflation Forecast 2010 Targets a Break Above 3% / Economics / Inflation
By: Nadeem_Walayat
Whilst the United States has experienced real year on year price deflation during 2009 as illustrated by the comparative CPI indices below, however key elements of the in-depth analysis for UK CPI inflation of 27th December 09 can also be applied to U.S. inflation expectations that converge towards 2010 being a year of inflation for both countries with UK inflation to breaking above 3% early 2009 and staying above 3% for most of the year which was confirmed by today's UK Inflation data that showed CPI soar by 1% in one month to rise from 1.9% to 2.9% as the below graph illustrates.
Tuesday, January 19, 2010
UK Inflation Rockets to CPI 2.9%, Sparking Panic at the Bank of England / Economics / Inflation
By: Nadeem_Walayat
UK CPI Inflation bust through the 2% target, bust through the quickly revised academic economists consensus targets of 2.6% of just last night, onwards and upwards to 2.9%, registering a record rise of 1% and within touching distance of 3% a break of which would trigger the Bank of England Governor Mervyn King to write a letter to the Chancellor to explain why he is not competent at keeping inflation within the 1% to 3% target band, RPI's rise was even more spectacular by rising from just 0.3% to 2.4% in just one month. My earlier article explained the reasons behind today's anticipated surge (UK CPI Inflation Soars Above 2% Targeting a Break Above 3%) so I won't repeat here, instead leave the mainstream press to focus on this AFTER the event.
Tuesday, January 19, 2010
Unions ask for "Universal Jobs Guarantee" Guaranteed Employment / Economics / Employment
By: Mike_Shedlock
Here's a solution for the unemployment problem from the UK that will likely have your head spinning: If you are out of work for an extended period of time, the government gives you a job. It's called "Universal Jobs Guarantee".
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Tuesday, January 19, 2010
Marc Faber Says Worry about Portugal, Ireland, Italy, Greece, and Spain Soverign Debt Defaults / Economics / Global Debt Crisis
By: Submissions
After every financial crisis there's a sovereign debt crisis, Marc Faber says. Countries that borrowed too much during the boom times start struggling to pay their competitors back, and eventually some of them default.
Tuesday, January 19, 2010
CNN Money Misses the Real Story on Small Business Lending / Economics / Credit Crisis 2010
By: Mike_Shedlock
Here are a pair of interesting article on CNN Money about Small Business lending.
Tuesday, January 19, 2010
U.S. Economic Collapse, Foundations of the Economy have been Destroyed / Economics / US Economy
By: Global_Research
The vast majority of the talking heads on television are still speaking of the current economic collapse as if it is a temporary “recession” that will soon be over. So far, the vast majority of the American people seem to believe this as well, although for many Americans there is a very deep gnawing in the pit of their stomachs that is telling them that there is something very, very wrong this time around. The truth is that the foundations of the U.S. economy have been destroyed by an orgy of government, corporate and individual debt that has gone on for decades. It was the greatest party in the history of the world, but now the party is over.
Tuesday, January 19, 2010
Marc Faber on Central Banks Blowing Ever Larger Debt Bubbles / Economics / Global Debt Crisis
By: Submissions
Marc Faber lectures on the problem of central banks blowing bubbles that burst that creates volatility in the asset market and explosion of debt.