Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Monday, October 26, 2009
Abolishing Risk Destroys America and Your Wealth / Economics / Economic Theory
By: Axel_Merk
Our willingness to engage in risks drives our prosperity. We urgently need a public debate on risk, one driven by reason, not emotion. Without risk, individuals are bound to lose the purchasing power of their savings; corporations that don’t take risk will fade into oblivion; and governments that regulate away risks destroy the growth engine of their nation.
Monday, October 26, 2009
Civilisation Sweeping Towards Destruction, Economics Needs Moral Courage / Economics / Economic Theory
By: LewRockwell
It must be really painful to be an economist of the mainstream today, or, at least, it should smart to some extent. In a financial and economic calamity of the current scale, people naturally want to know who issued the warnings about the real estate bubble and its likely aftermath.
When private sector jobs have grown none at all in ten years, and when ten years of domestic investment is systematically undone in the course of 18 months, when housing prices in some sections of the country collapse 80%, and when formerly prestigious banks go belly-up or receive many billions in rescue aid, people want to know which economists saw this coming.
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Sunday, October 25, 2009
Less Than Good Economic News from Germany / Economics / Euro-Zone
By: Richard_Shaw
The elections are over in Germany and the new finance minister is making sobering statements about recovery. Germany is a major part of the European economy. With Italy limping and Spain bleeding, Germany’s statement is hardly welcome.
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Saturday, October 24, 2009
The Global Debt Crisis is Destroying the Economic Structure / Economics / Recession 2008 - 2010
By: Bob_Chapman
Last week Federal Reserve credit declined $12.9 billion, up 21% yoy. Fed foreign holdings of Treasury/Agency debt rose $4.1 billion to a record $2.865 trillion. Custody holdings for foreign central banks expanded at a 17.5% rate ytd, and yoy 15.2%.
M-2 narrow money supply fell $23.3 billion to $8.341 trillion, that is 5.9% yoy.
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Saturday, October 24, 2009
What Is Money?, Monetary Reform / Economics / Money Supply
By: Gary_North
An obvious response to the information that I have presented in the first eight parts of this series is this: "What should we do to reform the system?" This is a nice sentiment. It ignores the obvious: "we" have nothing to say about monetary reform.
Central banking is the most brilliant device of profit-seeking monopolists and oligopolists in human history. Nothing else comes close. Hardly anyone understands it, so there is no organized opposition.
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Saturday, October 24, 2009
The Elements of Deflation and Surviving Today's Economic Depression / Economics / Great Depression II
By: John_Mauldin
It's The Best of Times
The Elements of Deflation
It's More Than Half Full
What's a Fed to do? We get talk about tightening and taking away the easy credit, but we got the fourth largest monetization on record last week. This week we examine the elements of deflation, look at some banking statistics that are not optimistic, and then I write a reply to my great friend Bill Bonner about why it's the best of times to be young. I think you will get a few thought-provoking ideas here and there.
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Saturday, October 24, 2009
Pig Farmers and China Monetary Inflation Are Making Brent Nervous / Economics / China Economy
By: The_Gold_Report
Before getting into to the relationship between copper and pork products, I want to draw your attention to one paragraph from a commentary by Paul van Eeden that offers a contrarian, and undoubtedly unpopular view amongst the Kitco readership, of the gold market:
Friday, October 23, 2009
Exorcising Economic Deflation Delusions Is Essential To Wealth Enhancement / Economics / Great Depression II
By: DeepCaster_LLC
“Economic reporting has shown no meaningful signs of business recovery, with the current depression likely to evolve into a great depression, in conjunction with the collapse of the value in the U.S. dollar and a hyperinflation. Risks are high for these crises to explode in the year ahead. The general outlook is not changed…
The reported monthly decline in retail sales followed a downward revision to the previously reported clunkers-related sales gains in August…
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Friday, October 23, 2009
When Will Inflation Really Hit Us? / Economics / Inflation
By: Terry_Coxon
Most of us are gathered at the station, watching for the Inflation Express to come rumbling in. But we've been waiting for a while now. Just when should we expect the big locomotive to arrive and start pushing the prices of most things uphill?
We’d all like to know the exact date, of course, but no one can know for sure. Not even a careful reading of the Mayan calendar will help.
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Friday, October 23, 2009
U.S. Faces Second Lost Economic Decade Because of Misguided Stimulus / Economics / Great Depression II
By: Mike_Shedlock
Japan has gone through two lost decades, in and out of deflation, with nothing to show for it but increasing debt to GDP and a stock market still 70% below its peak.
Friday, October 23, 2009
Sterling Pulls back on Weak Retail and Sales Ahead of UK GDP Data / Economics / UK Economy
By: Lloyds_TSB
Sterling pulled back from highs following disappointing UK retail sales numbers for September. Official data revealed that retail sales were flat on the month, in contrast to market expectations of a 0.5% rise. These figures feed into the first estimate of Q3 GDP, which we expect to show a small quarterly rise of 0.1%, the first positive outturn since Q1 2008.
Thursday, October 22, 2009
Risk and Uncertainty Implications for Economic Forecasting / Economics / Economic Theory
By: Peter_G_Klein
In a recent paper, "The Limits of Numerical Probability: Frank H. Knight and Ludwig von Mises and the Frequency Interpretation," Hans-Hermann Hoppe explores Mises's approach to probability and its implications for economic forecasting.[1]
Thursday, October 22, 2009
The 1934 Meeting of Roosevelt and Keynes / Economics / Economic Theory
By: Gary_North
Few historians or economists know that the most influential American President of the twentieth century and the most influential economist of the twentieth century had a meeting in June of 1934. This is recorded in a book by Frances Perkins, who served as Roosevelt's Secretary of Labor: The Roosevelt I Knew (1946).
Wednesday, October 21, 2009
Global Economic Growth Trends, Asia and Brazil / Economics / Emerging Markets
By: Hans_Wagner
In the last year, many analysts and investors have focused on China as the driver for global economic recovery. Actually, there are countries other than China that are experiencing significant economic growth, contributing to the global recovery. Many Asian countries and a few in South America are showing the world the way. The growth of these countries offers important export opportunities for the U.S.
Wednesday, October 21, 2009
Jobs Will Not Return Until 2017 / Economics / Employment
By: Mac_Slavo
A recent report from Rutgers University says it could take seven years to recover from recession.
Wednesday, October 21, 2009
Gerald Celente, Their is NO Economic Recovery, It's A COVERUP / Economics / Recession 2008 - 2010
By: Submissions
The Second American Revolution
The Worst Is Yet To Come
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Wednesday, October 21, 2009
An Unsustainable Path of Debt Expansion / Economics / US Debt
By: Thorsten_Polleit
Debt Growth Exceeds Income Growth - In Q2 2009, total debt outstanding in the United States — financial plus nonfinancial debt — amounted to 373.4% of GDP.[1] At the start of 1952, the debt-to-GDP ratio stood at only 130%. In fact, in the last decades the rise in total debt has increasingly outpaced nominal income — a development which gained momentum after the erosion of the last vestiges of the gold standard in the early 1970s.
Wednesday, October 21, 2009
Eastern Europe Out of the Financial Crisis Danger Zone? / Economics / Recession 2008 - 2010
By: RGE_Monitor
Deleted.
Wednesday, October 21, 2009
Markets Look to UK October’s MPC Meeting Minutes and the Latest CBI Quarterly Industrial Trends survey / Economics / UK Economy
By: Lloyds_TSB
Perhaps unsurprisingly, US government bond and swap markets rallied sharply immediately after yesterday’s weak producer price and housing data. Both sets of numbers are highly relevant to the economic recovery process in the US. A housing market slowdown triggered the current economic and financial crisis and many are looking for the same sector to lead the US into durable economic recovery.
Sunday, October 18, 2009
The US Recession, More Unemployment and Sinking U.S. Dollar / Economics / Recession 2008 - 2010
By: Gerard_Jackson
What gives? The Obama administration no sooner assures Americans that labour markets had finally stabilised and mass job losses was at an end when the Bureau for Labor Statistics comes out last Wednesday and ruins the party with the bad news that mass layoffs leapt by over 20 per cent in August. An earlier report estimated that manufacturing accounted for 31 per cent of the layoffs. (I have stressed numerous times that manufacturing always bears the blunt of the boom-bust-cycle).