Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Monday, December 28, 2009
The Most Redeeming Feature of Capitalism is Failure / Economics / Economic Theory
By: Mike_Shedlock
There is an interesting interview in Barron's with two hedge fund managers called Shorting the Economic Recovery.
The fund managers who correctly predicted the housing collapse and the rise in gold, now predict the economy's next leg down. The second theme in the article is on capitalism, fractional reserve lending and what the government should have done.
Sunday, December 27, 2009
UK CPI Inflation Forecast 2010, Imminent and Sustained Spike Above 3% / Economics / Inflation
By: Nadeem_Walayat
The UK inflation forecast for 2010 is first of a three part series of in depth analysis as part of the inflation mega-trend, with UK interest rates and GDP growth forecast to follow in the coming week. The whole scenario and implications of will be published as an ebook that I will make available for FREE. Ensure you are subscribed to my always free newsletter to get the latest analysis in your email box and check my most recent analysis on the unfolding inflation mega-trend at http://www.walayatstreet.com.
Sunday, December 27, 2009
China On the Verge of a Great Crash and Its Impact on Crude Oil Price / Economics / China Economy
By: Submissions
Dr. Raju M. Mathew writes: China is always a mystery. Nobody knows the depth and complexity of the problems of the Chinese Economy and Society, including the scholars and bureaucrats in China. Their words or expressions are confusing and self contradictory. The Chinese mind has been shaped by Confucius, then a series of wars, defeats and external dominances; then Mao and Chinese Communism and finally the Market Economy and Globalization. Globalization made a small group in China as super-rich who want to have all the pleasures enjoyed by the western billionaires.
Sunday, December 27, 2009
Yield Curve Predicts Inflation / Economics / Inflation
By: Andrew_Abraham
There is a record wide spread on the yield curve currently. A record breaking 287 points. For those of you who do not know what the yield curve is…it is the difference between the 2 year and 10 year notes. Usually when there is a difference like this it usually means rapid economic growth as well as Inflation. This time because governments all over the world have run the printing presses and inflation is more of a potential outcome.
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Saturday, December 26, 2009
Global Markets Face Rising Risk of a 2010 Double Dip Recession / Economics / Recession 2008 - 2010
By: Bryan_Rich
With 2009 coming to a close, I’d like to take a look back at the role that the big-picture environment has played in determining how currencies, and all financial markets, performed. And how that might change, or stay the same, in 2010.
Saturday, December 26, 2009
UK Unemployment, Claimant Count Drop Surprises Academic Economists / Economics / UK Economy
By: Nadeem_Walayat
This is the next in a series of analysis as part of my unfolding inflationary mega-trend scenario towards the formulation of 2010 forecasts for inflation, interest rates and economy. I aim to complete the whole scenario and implications of before the end of December which will be published as an ebook that I will make available for FREE. Ensure you are subscribed to my always free newsletter to get the latest analysis in your email box and check my most recent analysis on the probable inflation mega-trend at http://www.walayatstreet.com
Friday, December 25, 2009
UK Producer Prices Inflation Analysis / Economics / Inflation
By: Nadeem_Walayat
This is the next in a series of analysis as part of my unfolding inflationary mega-trend scenario towards the formulation of an inflation forecast for 2010 and beyond. I aim to complete the whole scenario including interest rates, economy and implications of before the end of December which will be published as an ebook that I will make available for FREE. Ensure you are subscribed to my always free newsletter to get the latest analysis in your email box and check my most recent analysis on the probable inflation mega-trend at http://www.walayatstreet.com
Friday, December 25, 2009
Does Economics Deserve a Nobel Prize? / Economics / Economic Theory
By: Global_Research
Michael Hudson writes: Reality & Relevance rather than "Purity" & Elegance are the Burning Issues in Economics Today.
It is bad enough that the field of psychology has for so long been a non-social science, viewing the motive forces of personality as deriving from internal psychic experiences rather than from man's interaction with his social setting. Similarly in the field of economics: since its "utilitarian" revolution about a century ago, this discipline has also abandoned its analysis of the objective world and its political, economic productive relations in favor of more introverted, utilitarian and welfare-oriented norms. Moral speculations concerning mathematical psychics have come to displace the once-social science of political economy.
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Friday, December 25, 2009
The Economic of Bethlehem, Remembering the Inn Keeper / Economics / Economic Theory
By: LewRockwell
At the heart of the Christmas story rests some important lessons concerning free enterprise, government, and the role of wealth in society.
Let’s begin with one of the most famous phrases: "There’s no room at the inn." This phrase is often invoked as if it were a cruel and heartless dismissal of the tired travelers Joseph and Mary. Many renditions of the story conjure up images of the couple going from inn to inn only to have the owner barking at them to go away and slamming the door.
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Friday, December 25, 2009
UK Retail Sales Signal Debt Fuelled Election Consumer Boom / Economics / Economic Recovery
By: Nadeem_Walayat
This is the next in a series of analysis as part of my unfolding inflationary mega-trend scenario towards the formulation of an inflation forecast for 2010 and beyond. I aim to complete the whole scenario including interest rates, economy and implications of before the end of December which will be published as an ebook that I will make available for FREE. Ensure you are subscribed to my always free newsletter to get the latest analysis in your email box and check my most recent analysis on the probable inflation mega-trend at http://www.walayatstreet.com
Thursday, December 24, 2009
UK Inflation Analysis, M4 Money Supply Adjusted for the Velocity of Money / Economics / Inflation
By: Nadeem_Walayat
This is the next in a series of analysis as part of my unfolding inflationary mega-trend scenario towards the formulation of an inflation forecast for 2010 and beyond. I aim to complete the whole scenario including interest rates, economy and implications of before the end of December which will be published as an ebook that I will make available for FREE. Ensure you are subscribed to my always free newsletter to get the latest analysis in your email box and check my most recent analysis on the probable inflation mega-trend at http://www.walayatstreet.com
Thursday, December 24, 2009
Labour Government Ends 2009 With Britain's Greatest Economic Depression / Economics / Great Depression II
By: Nadeem_Walayat
UK GDP for the 3rd Quarter was revised marginally higher to minus 0.2% from the earlier ONS estimate of minus 0.3%. The year has witnessed 'think tanks' and academic institutions flailing in all directions as optimistic forecasts of earlier in the year proceeded to be continuously revised lower in terms of economic contraction and then by late summer in advance of third quarter GDP data starting to anticipate an economic recovery in the third quarter with consensus for a 0.3% growth which failed to materialise.
Wednesday, December 23, 2009
Strong U.S. Dollar Foreshadows Economic Doom in 2010 / Economics / Recession 2008 - 2010
By: Pravda
Normally, in what passes for Orthodox economics, a strong currency for a consumer nation is a good thing, a positive development. And America is the biggest consumer, and one of the smallest producers, in human history.
Wednesday, December 23, 2009
Bernanke's Flawed Understanding of Economic Theory / Economics / Economic Theory
By: Frank_Shostak
In his speech at the Economic Club in Washington, DC on December 7, the Fed chairman, Ben Bernanke, detailed his expectations of the future course of the US economy. Below, I comment on the various parts of Bernanke's speech.
Wednesday, December 23, 2009
Credit Card Law, Benefits and Fallout / Economics / Credit Crisis 2009
By: Andy_Sutton
It is probably very appropriate as we close in on the traditional climax of consumer largesse to discuss the backdrop of this year’s consumption binge (or lack thereof). So lavish has spending historically been between the day after Thanksgiving and the end of the year that it has become a month that retailers cannot do without. They’ve even gone as far as to name the days, coining the terms ‘Black Friday’ and more recently ‘Cyber Monday’.
Wednesday, December 23, 2009
Brace Yourself For a Hard Economic Landing / Economics / Recession 2008 - 2010
By: Mike_Whitney
Ben Bernanke has been a bigger disaster than Hurricane Katrina. But the senate is about to re-up him for another four-year term. What are they thinking? Bernanke helped Greenspan inflate the biggest speculative bubble of all time, and still maintains that he never saw it growing. Right. How can retail housing leap from $12 trillion to $21 trillion in 7 years (1999 to 2006) without popping up on the Fed's radar? It's not possible. Bernanke is just fudging the facts to save his skin.
Wednesday, December 23, 2009
The Four Steps to Hyperinflationary Booms / Economics / HyperInflation
By: Dr_Jeff_Lewis
With the current US deficit soaring above $12 trillion, the conditions are ripe for inflation. However, is hyperinflation just around the corner?
Step 1: A Collapse
Before hyperinflation can begin, there is often a collapse, or series of collapses, that send currency prices higher. Fleeing from assets, whether metals, stocks, or even real estate, investors sell their holdings for currency or cash. When you sell an instrument, you are not necessarily selling an asset as much as you are buying another.&
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Tuesday, December 22, 2009
Staggered Return to Global Economic Growth For 2010 / Economics / Economic Recovery
By: Victoria_Marklew
We are ushering in 2010 on a note of guarded hope, unlike the dawn of 2009 when great apprehension about the global economy was the predominant theme. Three broad aspects stand out as the curtain closes on 2009. First, recession is now a matter of history. Second, massive financial sector blowups are mostly behind us, but smaller yet significant tempests cannot be ruled out. Third, an arduous economic recovery is nearly certain. Against this backdrop, we think the world economy will move ahead with mixed economic momentum but mostly tilted toward a positive economic growth trajectory. We begin with predictions of economic growth, inflation, and unemployment, then take a look at fiscal challenges, currency issues and potential asset valuation problems in selected countries.
Tuesday, December 22, 2009
E.U. IMF Debt Revolt, Greece, Iceland, Latvia May lead the Way / Economics / Global Debt Crisis
By: Ellen_Brown
Europe’s small, debt-strapped countries could follow the lead of Argentina and simply walk away from their debts. That would shift the burden to the creditor countries, which could solve the problem merely by a change in accounting rules.
Total financial collapse, once a problem only for developing countries, has now come to Europe. The International Monetary Fund is imposing its “austerity measures” on the outer circle of the European Union, with Greece, Iceland and Latvia the hardest hit. But these are not your ordinary third world debtor supplicants. Historically, the Vikings of Iceland successfully invaded Britain; Latvia n tribes repulsed the Vikings; and the Greeks conquered the whole Persian empire. If anyone can stand up to the IMF, these stalwart European warriors can.
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Tuesday, December 22, 2009
Fed Fictional Reserve Lending And The Myth Of Excess Reserves / Economics / Deflation
By: Mike_Shedlock
In A Case for the Inflation Camp Robert P. Murphy asks When Will the Inflation Genie Get Out of the Bottle? Murphy's concern is over "excess reserves".