Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.Sunday, June 28, 2009
The Inflation Deflation Debate and Myth of the Kondratieff Wave / Economics / Economic Theory
Gary North writes: Do you want to lose money? Invest in terms of the Kondratieff wave.
Do you want to misunderstand completely the relationship between economic production and prices? Adopt the Kondratieff wave as your tool of explanation.
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Saturday, June 27, 2009
Embrace Deflation - It's The Cure, Not The Problem / Economics / Deflation
Concern over Japanese deflation is increasing. Please consider Japan Succumbs to Deflation as Consumer Prices Fall Record 1.1%.
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Saturday, June 27, 2009
Why the "Green Shoots" of Economic Recovery will Not Happen Anytime Soon / Economics / Recession 2008 - 2010
There is much talk about "green shoots" of recovery in the economy. They are more like weeds growing through the cracks in the concrete, as far as I can see.
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Saturday, June 27, 2009
The End of the Recession? / Economics / Recession 2008 - 2010
The End of the Recession?
The New Normal Is Still In Our Future
The Hidden Problem Within Unemployment Data
Was Income Really Up?
Last week we began a series on data abuse, about how various commentators twist and torture data to make it say what they want, or fail to look at the details underneath the headlines. Predictably, there is a lot of fodder this week as we forge ahead into this ripe territory.
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Friday, June 26, 2009
Double Whammy For U.S. Businesses and Consumers / Economics / Recession 2008 - 2010
Misguided government policies have already dealt vicious body blows to our economy, but that hasn't stopped politicians this week from launching two new kicks to the groin: a national health insurance plan and a carbon emissions regulation system called “cap and trade.” Even if these plans could achieve their desired ends, which is highly unlikely, I would have hoped Washington would refrain from throwing more monkey wrenches into the economy until it shows some signs of resurgence. The last thing we need right now is to further encumber our economy with higher taxes and additional regulations.
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Friday, June 26, 2009
US Economy Spending & Income: Two Charts / Economics / Recession 2008 - 2010
"Everyone says higher saving rates are needed. Just not yet – please...?"
"STOCKS SEESAW as savings rate jumps," said the AP on Friday, amending its earlier "Stocks decline" headline to try and fit the moves to the news, rather than the other way round.
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Friday, June 26, 2009
US Savings Rate Hits 6.9%, Highest In 15 Years / Economics / Recession 2008 - 2010
Personal incomes are rising reflecting tax cuts and consumer spending is up as well, notably car sales. However, consumers are still struggling to fix their personal balance sheets, currently overloaded in debt.
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Friday, June 26, 2009
World Bank Forecasts Long Recession for Russia / Economics / Recession 2008 - 2010
The recession in Russia will run deeper and longer than it appeared even a few months ago, the World Bank concluded in a report released Wednesday, underscoring the impression that Russia has been one of the countries hit hardest in the downturn.Read full article... Read full article...
Thursday, June 25, 2009
Epidemic of Bankruptcies Symptomatic of the Deflating Bubble / Economics / Recession 2008 - 2010
Doug French writes: There is an epidemic of bankruptcies: Circuit City, Sharper Image, Goody's, Gottschalk's, Comp USA, Levitz Furniture, Chrysler, GM. Not to mention all the local businesses that don't make the news when they close up shop. And the rash of corporate bustouts is far from over according to consulting firm Bain & Company, who predicts nearly 100 large ($100 million or more in assets) corporate bankruptcies by next year.
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Thursday, June 25, 2009
Decade of Lost Jobs, Worst Since the Great Depression / Economics / Great Depression II
Before taking a look at the worst 10-year job growth record since the Great Depression, let's take a look at the unexpected rise in weekly unemployment claims.
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Wednesday, June 24, 2009
U.S. Federal Budget, Where Do The Dollars Drain? / Economics / US Debt
Emily Spence writes: In order to raise sales and personal royalty gains, Alan Greenspan, just prior to the release of his book The Age of Turbulence, carried out a public relations blitz dragged out for a whole week in which he made remarks similar to those conveyed in his hardback. These included statements such as “I am saddened that it is politically inconvenient to acknowledge what everyone knows: the Iraq war is largely about oil.”
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Wednesday, June 24, 2009
Not Green Shoots of Economic Recovery, Just Falling Leaves / Economics / Recession 2008 - 2010
While corporate earnings fell by some 38 percent in the first quarter, a dismal performance by just about anyone's reckoning, Wall Street took heart that the results were not as bad as the consensus estimates had predicted. Straws were frantically grasped. Buoyed by the resulting talk of “green shoots” and the hope of a relatively quick economic recovery, the Dow Jones Industrial Average surged nearly 40% from its lows.
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Wednesday, June 24, 2009
Inflation or Hyperinflation / Economics / Inflation
Inflation is dead – long live inflation! We hear about the threat of hyperinflation in the media – is this for real, can it happen in the U.S.? Are we hyping up the word inflation, is it an inflationary play of words to grab attention to discuss the threat of hyperinflation? Let’s deflate the hype and put inflation where it belongs… at the forefront of your concerns.
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Wednesday, June 24, 2009
Bankrupt Banking System Bailouts & Stimulus , You Can't Borrow Your Way Out of Debt / Economics / Credit Crisis Bailouts
“Rather than love, than money, than fame, give me truth.” - Henry David Thoreau
Time is running out. The public relations campaign being conducted by the Obama administration, Federal Reserve and nation’s largest banks is beginning to fail. The lies, half-truths, and cover-up regarding the solvency of the largest banks in the U.S. will be revealed as reality interrupts their master plan. The politicians and government bureaucrats know that 80% of the population don’t understand or care about economic issues. The plan is insidious, systematic and deceptively simple:
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Wednesday, June 24, 2009
What the Index of Leading Economic Indicators is Really Telling Us / Economics / Recession 2008 - 2010
Claus Vogt writes: The Conference Board’s Index of Leading Economic Indicators (LEI) is an outstanding tool to predict recessions. This index is reported monthly and is made up of economic components that can reflect upcoming changes in the overall economy. Since 1960 it has been extremely reliable, and it played an important role in my 2007 recession forecast.
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Wednesday, June 24, 2009
Don't Count On Asia To Lead Worldwide Economic Recovery / Economics / Recession 2008 - 2010
Those who think Asia is going to lead the recovery need to think again. Please consider Japan Export Slump Deepens, Casting Doubt on Recovery.
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Wednesday, June 24, 2009
The Great Depression Revisited / Economics / Economic Depression
Hans F. Sennholz writes: Although the Great Depression engulfed the world economy many years ago, it lives on as a nightmare for individuals old enough to remember and as a frightening specter in the textbooks of our youth.
Some 13 million Americans were unemployed, "not wanted" in the production process. One worker out of every four was walking the streets in want and despair. Thousands of banks, hundreds of thousands of businesses, and millions of farmers fell into bankruptcy or ceased operations entirely.
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Wednesday, June 24, 2009
The Miracle of the Market / Economics / Economic Theory
Ludwig von Mises didn’t like references to the "miracle" of the marketplace or the "magic" of production or other terms that suggest that economic systems depend on some force that is beyond human comprehension. In his view, we are better off coming to a rational understanding of why markets are responsible for astounding levels of productivity that can support exponential increases in population and ever higher living standards.
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Tuesday, June 23, 2009
U.S. Economic Indicators Rise Showing the End of Recession / Economics / Recession 2008 - 2010
The index of U.S. leading economic indicators rose in May for a second consecutive month and a regional factory gauge climbed more than forecast in June, showing the worst recession in five decades may soon end.
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Tuesday, June 23, 2009
Unemployment Crisis Grips U.S. States / Economics / US Economy
Tom Eley writes: The unemployment rate increased in 48 of 50 states and Washington, DC, in May, according to US Department of Labor statistics. For the year as a whole, the jobless rate has increased in every state, and in eight states it is now at its highest level since 1976, when monthly state-level statistics were first issued by the federal government. The national jobless rate in May rose to 9.4 percent.
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