Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Thursday, June 04, 2009
A Structural Change in the Global Debt Based Financial and Economic System / Economics / Global Financial System
By: Submissions
Brett Jordaan writes: What politicians and central bankers around the world are either neglecting to tell us, or to consider, is that the current economic crisis, now a global recession and fast becoming a depression, is a result of a fundamental structural shift in the very makeup of the world economy. The credit crisis is widely accepted as the trigger for the current economic woes, but those who take a broad view of the world will see that our current predicament was actually years in the making, and ultimately, inevitable. As inevitable as the collapse of a house of cards, or the implosion of a Ponzi scheme. In fact, the global monetary system actually fits the description of a Ponzi scheme.
Thursday, June 04, 2009
China Moves a Step Closer to Economic Superpower Status / Economics / China Economy
By: Money_Morning
Keith Fitz-Gerald writes: When a Beijing court recently ordered three China automakers to pay more than $3 million in aggregate damages for allegedly selling a knockoff of an upscale German tour bus, it underscored that China is getting serious about intellectual property theft - one of the next major steps the Red Dragon needs to make as it evolves into a true global economic superpower.
Wednesday, June 03, 2009
The False Economic and Stock Market Recoveries / Economics / Recession 2008 - 2010
By: Money_and_Markets
Claus Vogt writes: The stock market has been jumping for joy over the last few days. Yet I can’t see exactly what investors are cheering about. Heck, two of America’s most prominent companies, GM and Chrysler, just declared bankruptcy!
Wednesday, June 03, 2009
ISM Report, Businesses Still Contracting, Economic Weakness Continues / Economics / Recession 2008 - 2010
By: Mike_Shedlock
The Institute for Supply Management Report On Business® shows the May 2009 Non-Manufacturing ISM is Still Contracting, but at a lesser rate. As is often the case, details and the headline numbers suggest different things.
Wednesday, June 03, 2009
GM Bankruptcy, There Goes The Country / Economics / US Economy
By: John_Browne
Yesterday, after a painfully long death spiral, General Motors finally filed for Chapter 11 bankruptcy protection. Oftentimes, bankruptcy portends rebirth. Unfortunately, the politically-inspired GM plan holds no such possibilities. Under the current deal, the restructuring of GM will cost taxpayers some $100 billion (after the hidden costs of interest and refinancing are included). Even then, it is highly unlikely that GM will ever be competitive or that its debts will ever be repaid. Far worse, the massive government bailout will delay rather than encourage broader economic recovery. And yet, U.S. stock markets rose on the GM announcement as if it were good news.
Wednesday, June 03, 2009
The Geography of Global Economic Recession / Economics / Recession 2008 - 2010
By: STRATFOR
Peter Zeihan writes: The global recession is the biggest development in the global system in the year to date. In the United States, it has become almost dogma that the recession is the worst since the Great Depression. But this is only one of a wealth of misperceptions about whom the downturn is hurting most, and why.
Tuesday, June 02, 2009
Reagan Did What? The Fantasies of Paul Krugman / Economics / Economic Stimulus
By: LewRockwell
William L. Anderson writes: Ronald Reagan has been dead for several years, but Paul Krugman continues to chase his ghost. In his "Reagan Did It" column, Krugman claims that until Reagan was elected, the U.S. financial system was in great shape and that government-created cartels in finance, communications, and transportation had enabled us to have a wonderful "equal-benefits-for-all" economy.
Tuesday, June 02, 2009
The Austrian Cure for Economic Illness / Economics / Economic Theory
By: LewRockwell
Don Miller writes: An ill person may have diabetes or an infection. When an economy becomes ill people lose their jobs and watch the value of their homes and stock portfolios fall.
Tuesday, June 02, 2009
Inflation or Deflation, Which is the Greater Risk Over the Next Five Years? / Economics / Inflation
By: Paul_L_Kasriel
I will not keep you in suspense. I believe that the greater risk for the global economy in general and the U.S. economy in particular is inflation, not deflation. I arrive at this conclusion both on secular and cyclical grounds.
Secular Factors
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Tuesday, June 02, 2009
Mexico Economic Crisis, Fiat Peso Currency Skating on Thin Ice / Economics / Mexico
By: Covington_M_Wall
From the onset of the world's II GREAT DEPRESION the fiat Mexican peso has been on a roller coaster ride. Mexico officials have gone to great lengths to attribute the performance of the fiat peso to economic fundamentals. To assume such nonsense would be to believe “the tail wags the dog.” The México economy no doubt is in a tailspin along with the peso. Without vital monetary reform both will suffer greatly.
Monday, June 01, 2009
Economic Crisis in Australia / Economics / Austrailia
By: Global_Research
Peter Murray writes: As growth stalls in China and the West, the so-called “lucky country” suffers the effects
Monday, June 01, 2009
Russia to be Hit by Inevitable Second Wave of Banking Crisis / Economics / Credit Crisis 2009
By: Pravda
A number of economists are seriously concerned with the second wave of the bank crisis. According to the forecast from ACB’s head, the share of overdues in credit organizations will soar up to 20 percent by the year end. However, today’s banking statistics proves the opposite: the level of overdue indebtedness is declining and the level of deposits influx is rising day by day. Where will that second wave come from?
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Saturday, May 30, 2009
No Green Shoots, Rail, Truck Traffic Down; Air Cargo Hoping For a Bottom / Economics / Recession 2008 - 2010
By: Mike_Shedlock
Green shoots are not yet showing up in cargo statistics. Let's take a look starting with AAR: Rail freight traffic down from a year ago.
Friday, May 29, 2009
Obama Economic Stimulus May do More Harm than Good / Economics / Economic Stimulus
By: Money_Morning
Martin Hutchinson writes: Could the massive Obama stimulus plan end up hurting the U.S. economy?
It's long been a worry, and now it's beginning to seem possible.
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Friday, May 29, 2009
Obamanomics Reflating the U.S. Economy Out of Depression / Economics / Economic Stimulus
By: Ty_Andros
Fingers of Instability, Part II:
The Definition of Depression
Obamanomics
The Bomb, er…Bond Market
The Dollar
As the GREAT REFLATION kicks into a higher gear, we are learning the TRUE power of G7 Central Bank printing presses; and the fact that it is awash on a sea of liquidity, the size of which NO ONE actually knows, is making analysis very challenging. Those green shoots about which the media has been talking are nothing more than US Dollars, Japanese Yen, British Pounds, Swiss Francs and now Euros being tossed about and printed like confetti. This newsletter has previously projected the balance sheet of the Federal Reserve would climb from its current level of approximately $2 Trillion plus to over $10 Trillion.
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Friday, May 29, 2009
The Deflation/ Depression Economic Recovery Plan / Economics / Recession 2008 - 2010
By: Mick_Phoenix
Well, well, well. Here at the Agency we have spent a couple of years waiting for the US economic establishment to go public with the Deflation / Depression Recovery Plan, what we call The Eggertsson Theory and this week we got it.
Thursday, May 28, 2009
The Deeper Origins of the Economic Crisis / Economics / Recession 2008 - 2010
By: Global_Research
Shamus Cooke writes: For all the horror the global economic crisis has caused for so many people, one progressive consequence has emerged: many of these people are becoming politically conscious — searching for information to better understand their political and economic system. They want to know how things got the way they did and what can be done about it. Unfortunately, much of the resulting analysis has focused too little on actual causes, and too much on abstract financial details and other consequences of deeper economic problems.
Thursday, May 28, 2009
Growing Accustomed to Fed Stupidity / Economics / Central Banks
By: LewRockwell
Richard Daughty writes: I knew that gold was doing okay, but I did not know how well exactly, although I knew that gold bullion was up about 3.5% from this time last year, which is better, and by a long shot, than almost anything else you can name, but which is not, I admit, very much.
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Thursday, May 28, 2009
Financial Version of the Swine Flu Infects German Economy / Economics / Euro-Zone
By: Michal_Matovcik
Month ago we posted article German 1 Trillion Toxic Assets Problem, where a report by Sueddeutsche Zeitung cites an internal paper by the banking regulator that puts the total of bad assets in the German banking system at €816bn. This report caused outrage among German officials, as always when someone uncovers the truth. The above mentioned number includes toxic securitized assets, and also bad loans, and unlike previous lists, this report named the banks. In one case, half of all assets of a particular Landesbank are classified as toxic, Commerzbank was also on the list with a huge depot of toxic waste. This is now past.
Thursday, May 28, 2009
Rebooting the Global Economy / Economics / Global Economy
By: HRA_Advisory
The greatest economic realignment since Genghis Kahn took over Eurasia’s trade routes is continuing apace. The west remains mired in an assets contraction of its own making, and the east is refocused on channeling its growth engines into domestic consumption. The resource sector, which is our focus and which has been governed by those growth engines for a decade and half, is indicating at least the expectation of continuing gains in the east. That does not mean we ignore what is going on the developed west, plus Japan.