Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Friday, October 02, 2009
The Economic Recovery That Isn't / Economics / Recession 2008 - 2010
By: Peter_Schiff
For those market boosters who are prattling on about the possibility of a "jobless recovery," I offer an invitation to join me for a breakfast of "fat-free bacon," "eggless omelets," and "no-carb bread." As unappetizing as such a meal may sound, it would nevertheless offer more substance than the oxymoronic concept of an economic resurgence without job creation.
Friday, October 02, 2009
U.S. Unemployment Soars to 26 Year High / Economics / Recession 2008 - 2010
By: Mike_Shedlock
Sorry folks, I was one month early. In January I forecast the unemployment rate would hit 9.8% by August. Meanwhile, even though it was clear the Fed was wildly off base in its adverse scenario, the Fed upped it total to a mere 9.2% to 9.6% for the year as noted on May 21, 2009 in Fed's Economic Forecast Worsens; Still Ridiculously Optimistic.
Friday, October 02, 2009
We Are Certainly in a Deflationary Economic State / Economics / Deflation
By: Mike_Shedlock
Fueled by overcapacity, shrinking credit, reduced corporate spending and falling consumer demand, Deflation is taking root in global economies.
Thursday, October 01, 2009
Progressive Perspectives on Solving the Global Financial Crisis Video / Economics / Credit Crisis 2009
By: Submissions
Francois Houtart – Member of the UN High-level task force on the financial crisis. Founder and President of the Centre Tricontinental and Professor Emeritus of Sociology at the Université Catholique de Louvain speaks about Progressive perspectives on solving the global economic crisis challenging the current government responses.
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Thursday, October 01, 2009
Stock Markets Take Fright From Weak U.S. Economic Data / Economics / Recession 2008 - 2010
By: Lloyds_TSB
Stock markets have taken fright at yesterday’s generally weakerthan- expected US economic data, with Treasuries moving higher. Final Q2 GDP figures showed a fairly benign 0.7% annualised pace of contraction against a consensus estimate of -1.2%. But the combination of a weak ADP and Chicago PMI report has cast fresh doubt on the sustainability of the US economic recovery, notwithstanding the noticeably firmer FOMC policy statement last week.
Wednesday, September 30, 2009
PMI Economic Surprise and Biggest Stocks Rally Since 1998 / Economics / Economic Recovery
By: Mike_Shedlock
With each passing day the number of people that think the bottom is in, earnings will keep improving, and even a correction is unthinkable keeps rising. Here are a pair of interesting headlines moments apart on Bloomberg.
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Wednesday, September 30, 2009
U.S. Economy Better Than Expected in Second Quarter / Economics / Recession 2008 - 2010
By: LiveCharts
Many American consumers and businesses have been closely watching for verifiable signs that the US economy is, in fact, returning from recession. Many top economists, including Federal Reserve Chairman Ben Bernanke have been saying for weeks that that is the case, but after a very dismal period for many homeowners and employees, proof is helpful.
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Wednesday, September 30, 2009
Deflation, What You Can do to Survive the Economic Depression / Economics / Deflation
By: EWI
Governments across the world have adopted "Quantitative Easing" aka "Printing Money" to fight against Deflation that was threatening to push global economies into a downward deflationary spiral towards a prolonged period of economic depression. The question now is will printing money coupled with ZERO interest rates work ?
Wednesday, September 30, 2009
Fractional Reserve Banking Made Easy / Economics / Central Banks
By: Terence_Gillespie
The paper bills in our wallet are not money. And they are not Notes as in "Federal Reserve Note" written on the top of the bill. They are actually just Tokens. Federal Reserve Tokens, if you like, is what should be written on top of the bills. They are not redeemable for anything other than themselves. And they represent only one thing: Your belief in their value. Hopefully, your belief extends to the next person you try to give them to.
Tuesday, September 29, 2009
What Is Money? / Economics / Economic Theory
By: Gary_North
This question divides economists even more than it divides voters. Voters do not think much about this question. Economists think about it throughout their careers. They do not agree with each other regarding the answer.
The problem is, about half of American economists who specialize in monetary theory and banking policy are either on the payroll of the Federal Reserve System or sell their services to the FED on a piece-rate basis.
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Tuesday, September 29, 2009
Four Big Economic Indicators to Watch for Economic Recovery / Economics / Economic Recovery
By: Nilus_Mattive
There are many items that influence the day-to-day moves in a stock, bond, or commodity’s price — earnings news, corporate financials, simple supply and demand, and a whole lot more. Heck, I’ve even read an academic study that argued the weather has a huge influence on whether markets close up or down!
Tuesday, September 29, 2009
The Coffin Shaped Economic Recovery / Economics / Recession 2008 - 2010
By: Darryl_R_Schoon
While often wrong, Bernanke is right about the recession. It’s almost over. But a depression is about to replace it.
There has been much discussion about this recovery, whether it will be a “U”, “V” or a “W” shaped recovery. The answer is none of the above. It is going to be “C -shaped” recovery, but not as in the letter “C” but as in coffin.
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Tuesday, September 29, 2009
Financial Markets Resume Ascent on Hopes of Continuing Liquidity Flood / Economics / Economic Stimulus
By: Lloyds_TSB
Financial markets have resumed their ascent, partly on expectations/ hopes that policy comments and actions this week will underscore the likelihood that markets will remain flooded with excess liquidity for some time to come. In this regard, the ECB is due to conduct another 12-month repo operation today. Although the size of the operation is expected to be nothing like the €442bn injected into the system in late June, the fact the ECB is content to provide further long-term liquidity support, despite growing signs of economic recovery, is being viewed as positive for equities and short-dated bonds.
Tuesday, September 29, 2009
Repeating Generational Cycles Rhyming Into the Fourth Turning / Economics / Cycles Analysis
By: John_Mauldin
This week for your Outside the Box reading pleasure I am pleased to offer you the beginning of a very intriguing interview with Neil Howe he did with my friend David Galland at Casey Research. I think Neil is one of the premier forward looking thinkers of our time. His book The Fourth Turning is one of the more important books of the last two decades. 12 years ago, he and the late Richard Strauss basically outlined the psycho-social dynamics of our current time and his predictions have been uncannily accurate.
Tuesday, September 29, 2009
Myths of Deflation Causing Inflation by Means of Currency Devaluation / Economics / Deflation
By: EWI
This article is part of a syndicated series about deflation from market analyst Robert Prechter, the world's foremost expert on and proponent of the deflationary scenario. For more on deflation and how you can survive it, download Prechter's FREE 60-page Deflation Survival eBook , part of Prechter's NEW Deflation Survival Guide.
Tuesday, September 29, 2009
Anemic Job Creation During The "Schumpeterian Economic Depression" / Economics / Recession 2008 - 2010
By: Mike_Shedlock
The Wall Street Journal is discussing some interesting trends in business creation and small business hiring. Please consider Sharp Drop in Start-Ups Bodes Ill for Jobs, Growth Outlook.
Monday, September 28, 2009
Debt, the Rogue Elephant In Our Living Room / Economics / US Debt
By: Mark_B_Rasmussen
What does “unsustainable” mean and look like with respect to our economy. Most of the public media (bubblevision), experts, pundits, economists, academics and elected officials don’t know economic history or choose to ignore it. I do believe the American people should understand these things and they aren’t taught in most universities. We need to keep our eye on the ball here and pay attention to what is being done, not what is being said. “Talk doesn’t cook rice” – Chinese proverb. This IS the elephant in our living room.
Sunday, September 27, 2009
Rampant Debt Monetization Means U.S. Financial System is Doomed / Economics / US Debt
By: Bob_Chapman
Nearly half the nation's 25 biggest retail chains expect to hire fewer holiday workers this season than they did last year, another sign that retailers aren't counting on recession-strained shoppers to relax the tight grip on their pocketbooks this year.
Sunday, September 27, 2009
Reflections on the Great Inflation Deflation Debate / Economics / Economic Theory
By: Mike_Shedlock
Last week I was in an inflation vs. deflation debate on Financial Sense with Daniel Amerman. The debate was moderated by Jim Puplava. It is a credit to Jim that he is willing to entertain both sides of an argument even though he himself is an inflationist.
Sunday, September 27, 2009
The Great China Economic Recovery Conundrum / Economics / China Economy
By: Clif_Droke
Probably the biggest “X-factor” in the ongoing effort at reviving the global economy is China. China is seen by many as the world’s emerging industrial powerhouse and its relationship with the United States is considered to be crucial for its own development, as well as for the strength of the world economy. With the U.S. in the role as the world’s premier consumer and China considered to be the major industrial player, all eyes are on the respective economies of these two great nations.