Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.Wednesday, June 17, 2009
Secret to Measuring the Pulse of the Economy / Economics / Recession 2008 - 2010
Tom Dyson writes: In 2005, I wandered into the Simpson Yard in Jacksonville and struck up a conversation with the duty manager. The Simpson Yard belongs to the Norfolk Southern Railroad. It's their major freight yard in Jacksonville.
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Wednesday, June 17, 2009
The Recession Is Far From Over / Economics / Recession 2008 - 2010
Claus Vogt writes: The crisis is over, or nearly so, say Wall Street and the huge majority of bulls. All those economists, central bankers and analysts, who didn’t see this crisis coming and who underestimated its severity all the way down, are sure that the worst is over now.
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Wednesday, June 17, 2009
The Great Unwinding of Credit Will Continue, So Make Absolutely Sure You’re Prepared! / Economics / Credit Crisis 2009
Nilus Mattive writes: I often use a lot of market history and economic data to support the arguments I make here in Money & Markets. That’s because I believe crunching numbers, comparing the past to the present, and using a healthy dose of common sense is the best way to figure out what’s happening in the investment world, and where things might be headed next.
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Tuesday, June 16, 2009
China Must Take Advantage of Brazil to Have BRIC Renamed as CRIB / Economics / Emerging Markets
Marc Chandler writes: Brazil, Russia, India and China, now collectively known as the BRIC countries, will hold a summit in Russia on June 16th. Besides the Goldman Sachs invented moniker, these countries have very little in common except for the fact that they believe, to seemingly varying degrees of intensity, that they deserve greater influence in the conduct of world affairs than they currently have.
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Tuesday, June 16, 2009
Krugman and McCulley, Economic Ignorance Déjà Vu All Over Again / Economics / Economic Stimulus
Paul Krugman says Stay the Course.
Read full article... Read full article...The debate over economic policy has taken a predictable yet ominous turn: the crisis seems to be easing, and a chorus of critics is already demanding that the Federal Reserve and the Obama administration abandon their rescue efforts. For those who know their history, it’s déjà vu all over again - literally.
Tuesday, June 16, 2009
Fear for a Lost Economic Decade / Economics / Great Depression II
Before we get into this week's Outside the Box, let me give you a few pieces of data that came across my desk this morning, which will help set the stage for the OTB offering. Fitch (the ratings agency), in a downgrade of yet another 543 mortgage-backed securities of 2005-07 vintage, gives us the following side notes: "The home price declines to date have resulted in negative equity for approximately 50% of the remaining performing borrowers in the 2005-2007 vintages. In addition to continued home price deterioration, unemployment has risen significantly since the third quarter of last year, particularly in California where the unemployment rate has jumped from 7.8% to 11%...
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Tuesday, June 16, 2009
Is Economic Recovery Closer Than You Think? / Economics / US Economy
The divide between bull and bear camps is growing wider each day.
There isn’t much middle ground. You’re either in it, waiting for a pullback, or waiting for the collapse.
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Monday, June 15, 2009
Plastic Green Shoots of Economic Recovery / Economics / Recession 2008 - 2010
Most investors and pundits are celebrating the green shoots of economic stabilization and the belief that there will be a “V” shaped recovery in GDP growth. I believe, however, that what we are experiencing is just an artificially derived respite and that we have only entered the eye of our debt induced hurricane.
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Monday, June 15, 2009
Premature Excitement that the Recession is Over / Economics / Recession 2008 - 2010
The good news is the recession is over.
Well not quite, not just yet. However, so many are cheering the event in advance that I put on my party hat, tooted my horns, threw confetti, and I even launched bottle rockets in celebration. It was a sight to behold.
Monday, June 15, 2009
Strip Club Depression / Economics / Recession 2008 - 2010
Doug French writes: Strip clubs are the ultimate boom time creation. After all, the business model rests on masses of men overpaying for cocktails while overpaying lithesome young women to bump and grind on their laps – all of this after paying an exorbitant charge just to enter the building.
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Monday, June 15, 2009
Obama's Sure-fire Formula For Rising Interest Rates and Accelerating Inflation / Economics / Economic Stimulus
The US economy is facing a challenging time for which Americans can thank the Fed's appalling monetary mismanagement, not to mention the lousy economics of the economics profession that is telling us that what the Good Ol' US of A needs now is damn good dose of inflation. In the meantime the Obama administration's spending spree would shame a bunch of drunken sailors. At least sailors spend their own money.
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Monday, June 15, 2009
The $3.6 Trillion Leveraged Loan Wall of Debt / Economics / US Debt
The Deal Magazine has an interesting discussion about That Worrying Wall Of Debt.
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Saturday, June 13, 2009
The Bankers Are Scared, Are You? / Economics / Money Supply
Gary North writes: "What, me worry?"
From its beginning in 1954, the official representative of Mad Magazine has been Alfred E. Newman. He is a dim-witted looking fellow, always smiling. His slogan is, "What, me worry?"
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Friday, June 12, 2009
The Coming Economic Collapse Part3 / Economics / Great Depression II
Over the last two essays, we’ve detailed:
- How the US outsourced its job market starting in 1971
- The US’s economic shift from manufacturing to financial services
- The rise of credit as a means to maintaining one’s quality of life
Friday, June 12, 2009
The Coming Economic Collapse Part2 / Economics / Great Depression II
Today’s essay is part two of our three part series detailing the ongoing collapse of the US economy with a focus on why this coming fall will prove the “worst is over” crowd wrong yet again. On Friday we detailed three major developments. They were:
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Friday, June 12, 2009
UK Economy Promising Signs of Business Confidence Rises Again / Economics / UK Economy
Lloyds TSB Business Barometer ‘monthly snapshot’ for May shows:
Business confidence improved for the third consecutive month
Surge in number of firms expecting better business conditions this year
Firms regain faith in UK economic prospects
Trend in increasing confidence should continue through next few months
Friday, June 12, 2009
The Coming Economic Collapse Pt1 / Economics / Great Depression II
Yesterday I outlined how the mainstream financial media is completely overlooking the similarities between this latest rally and the one leading into the summer of 2008.
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Thursday, June 11, 2009
UK Trade Deficit Widens to £3.0 Billion / Economics / UK Economy
The UK’s deficit on trade in goods and services was £3.0 billion in April, compared with the deficit of £2.7 billion in March (originally published as a deficit of £2.5 billion).
The surplus on trade in services was £4.0 billion, compared with a surplus of £3.8 billion in March.
Thursday, June 11, 2009
Goldman Forecasts China Economy in the Ascendency / Economics / China Economy
Goldman Sachs now forecasts that the China economy will overtake the US as the world’s largest economy by 2027. Several emerging market countries are predicted by Goldman to overtake key developed market countries in the not too distant future.
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Thursday, June 11, 2009
Worst of the U.S. Recession Over / Economics / US Economy
Oil prices soared above $71 a barrel Wednesday to reach a 2009 high, as investors poured money into crude markets to protect themselves against the inflation risks posed by a weakening U.S. dollar.
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