Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Thursday, July 09, 2009
Iceland's Banking Crisis: The Meltdown of an Interventionist Financial System / Economics / Credit Crisis 2008
By: MISES
By Philipp Bagus and David Howden: [Editor note: If you are interested in helping to fund the writing, publication, and distribution of a longer version of this article, with more technical detail and analytics, please write the development department.]
Wednesday, July 08, 2009
When Economic Stimulus Does Not Stimulate / Economics / Economic Stimulus
By: MISES
Shawn Ritenour writes: A majority of Americans now give President Obama's handling of the economy a negative rating and many economists and city officials are concerned that Obama's gargantuan stimulus effort has not given the expected quick boost to the economy. Some argue this is because funds have been slow in coming due to bureaucratic red tape meant to ensure that the money spent will not be wasted.
Wednesday, July 08, 2009
Unemployment, Not the Stock Market, Distinguishes a Recession From a Depression / Economics / Great Depression II
By: Money_and_Markets
Claus Vogt writes: What are the most important and enduring characteristics of the Great Depression? And what should we monitor to determine how severe today’s situation really is?
The stock market will give important clues. But the economy, especially unemployment, defines depressions.
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Wednesday, July 08, 2009
Battle Lines Form Over "Son of Economic Stimulus" / Economics / Economic Stimulus
By: Mike_Shedlock
Although very little of the stimulus money approved by Congress has actually been spent, many are making the case for throwing still more money at the problem.
Wednesday, July 08, 2009
HyperInflation or Deflation? / Economics / Inflation
By: Puru_Saxena
At present, the investment community is divided as to whether the world economy faces hyperinflation or deflation. Some observers are convinced that the central banks’ printing press will take the world towards hyperinflation whereas others believe that the ongoing contraction in American private-sector debt will result in outright deflation. So, what will the future bring?
Tuesday, July 07, 2009
The Passing of Billy Mays Will Boost My Personal Saving Rate / Economics / US Economy
By: Paul_L_Kasriel
This is meant as no disrespect to the family of Billy Mays. Rather, it is intended as utmost admiration of the man. My house and garage are full of the products - almost two of each product - that Billy Mays advertised on basic cable television. He was one of the best salespersons I have ever seen. I would purchase almost anything Billy Mays was selling.Read full article... Read full article...
Tuesday, July 07, 2009
U.S. State Budget Gaps and Investment Implications / Economics / Recession 2008 - 2010
By: Richard_Shaw
State budgets are a shambles. Sales taxes, corporate taxes, personal income taxes and other taxes are being raised all over the country. The budget problems and consequential taxes will impact municipal bond rates and default risk, and after-tax investment returns on many forms of investment.
Tuesday, July 07, 2009
Credit Expansion, Crisis, and the Myth of the Saving Glut / Economics / Economic Theory
By: MISES
George Reisman writes: Readers who are already familiar with the nature of credit expansion and the concepts of standard money and fiduciary media should skip the first section. Readers who are also already familiar with the role of credit expansion and fiduciary media in generating the stock market and real estate bubbles should skip the second section as well and proceed directly to the third section "Evasion of Responsibility for the Bubbles."
Monday, July 06, 2009
Inflation or Deflation, Make Sure You Get This One Right / Economics / Deflation
By: John_Mauldin
There are those who sweat over every decision, worrying about how it will affect their lives and investments. Then there is the school of thought that we should focus on the big decisions. I am of the latter school.
85% of investment returns are a result of asset class allocations and only 15% come from actually picking investment within the asset class. Getting the big picture right is critical. In this week's Outside the Box we look at a very well written essay about the biggest of all question in front of us today. Do we face deflation or inflation?
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Monday, July 06, 2009
Yes, We're Still in a Recession / Economics / Recession 2008 - 2010
By: Paul_J_Nolte
In the words of Maxwell Smart…missed it by that much! The jobs report came in much worse than expected and forced investors to review their “green shoots” thesis and pushing down stocks by 200 points in the process. One of the more interesting points about the jobs data is in the past seven recession since WWII, this one has shown the greatest percentage loss of jobs and unless it bottoms right now, will be the longest decline in jobs, beating the ’73-’74 recession.
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Monday, July 06, 2009
No Amount of Economic Stimulus Will Work / Economics / Economic Stimulus
By: Mike_Shedlock
Economist Paul Krugman is back at it, whining for more stimulus. If you can stomach it, please consider What didn’t the vice president know?
Monday, July 06, 2009
Is Inflation a Fact… Or Just an Opinion, Part2? / Economics / Inflation
By: Graham_Summers
Yesterday I outlined the basic arguments for why inflation is believed to have hit the market or will be soon. In a nutshell, inflationists look at the Fed’s money printing as shown by the US Monetary Base and claim that inflation must be just around the corner.
Monday, July 06, 2009
Day of Reckoning for California and Ultimately for All of America / Economics / US Debt
By: Money_and_Markets
Martin Weiss writes: This is a day of reckoning for California and, ultimately, for all of America.
Will our nation’s largest debtors meet their massive financial obligations? Or will many ultimately default?
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Sunday, July 05, 2009
Is the Fed Predicting Economic Stagnation for the US? / Economics / US Economy
By: Gerard_Jackson
For sometime now I have been pointing out that things would be bad, not because I prefer gloom to joy but because the Fed's disgraceful monetary shenanigans over the years made the current situation inevitable. In the meantime, the profoundly ignorant Obama and his statist cronies are making things far worse. And what do we get from the Fed? Well, allow me to refer you to Janet Yellen, President of the San Francisco Fed, who opined that the US can look forward a very slow recovery marked by high unemployment.
Saturday, July 04, 2009
Current Recession Is a Severe Credit Bust of Depression-Era Magnitude / Economics / Great Depression II
By: Mike_Whitney
There's a big difference between inventory-driven recessions and credit-driven recessions. An inventory recession is caused by a mismatch between supply and demand. It's the result of overcapacity and under-utilization which can only work itself out over time as inventories are pared back and demand builds. Credit-driven recessions are a different story altogether. They typically last twice as long as and can precipitate financial crises. The current recession is a severe credit bust of Depression-era magnitude.
Friday, July 03, 2009
Inflationary Crack-up Boom has Commenced in the G7 Economies! / Economics / Inflation
By: Ty_Andros
There is no means of avoiding the final collapse of a boom brought about by credit expansion. The alternative is only whether the crisis should come sooner as a result of a voluntary abandonment of further credit expansion, or later as a final and total catastrophe of the currency system involved. --Ludwig von Mises
Friday, July 03, 2009
A Message for Armchair Economists / Economics / Economic Theory
By: LewRockwell
Betsy Hansen writes: At some point in our intellectual development, we libertarians are naturally drawn to study economics. I think this stems from the fact that we love to explore the forces which drive our world. Economics is, in a broad sense, the study of human cooperation. A solid understanding of economics enables us to see how and why our world looks and behaves as it does.
Friday, July 03, 2009
The Keynesian System, the Economics of Illusion / Economics / Economic Theory
By: MISES
[This is the title essay of Hahn's The Economics of Illusion, his frontal attack on the Keynesian system. It is based on a lecture delivered at the Studiengesellschaft fur Wirtschaftspolitik, Zurich, Switzerland, September 12, 1947.]
Friday, July 03, 2009
U.S. Economy Economic Recovery Achilles Heel / Economics / Recession 2008 - 2010
By: Puru_Saxena
BIG PICTURE – The much anticipated economic recovery is now fully discounted by the financial markets. Most strategists and economists seem to agree that the US economy is stabilising and will start to revive towards the end of the year. Interestingly, the ‘great depression’ hyperbole doing the rounds last autumn has now been replaced by the ‘green shoots’ hype. It seems as though everyone is spotting some kind of ‘green shoots’ somewhere in the economy. If one didn’t know any better, after reading the latest headlines in the media, one could easily get the impression that perhaps the geniuses in the financial community have now become experts in horticulture!
Friday, July 03, 2009
Can China's Economy Prosper Without the U.S. Dollar? / Economics / China Currency Yuan
By: Pravda
China ’s announcement overnight that it will allow companies to settle international trade claims in yuan shows how serious the Chinese authorities are about building a local currency market.