Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Tuesday, April 21, 2009
Deflation Alarm Bells Ringing Across Europe / Economics / Deflation
By: Mike_Shedlock
The New York Times is reporting Spain’s Falling Prices Fuel Deflation Fears in Europe.
Read full article... Read full article...Faced with plunging orders, merchants across this recession-wracked country are starting to do something that many of them have never done: cut retail prices.
Monday, April 20, 2009
Financial Markets and Economy Outlook 2009, Inflation / Deflation / Economics / Recession 2008 - 2010
By: John_Mauldin
There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort zones and challenges our common assumptions. And this week's letter does just that. I have made the comment more than once that is it unusual for two major bubbles to burst and for the conversation and our experience to be rising inflation and not a serious problem with deflation.
Sunday, April 19, 2009
US Economy- Housing Market Bottoming, Credit Crisis Easing? / Economics / Recession 2008 - 2010
By: Prieur_du_Plessis
Asha Bangalore (Northern Trust): Retail sales - story of weak consumer spending
“Retail sales fell 1.1% in March following a 0.3% increase in February (previously estimated as a 0.1% decline). Retail sales of January were revised up slightly to a 1.9% gain from a 1.8% increase. In March, the 1.6% drop in gasoline sales accounted for some of the decline. In addition, auto sales were reported as a 0.9% drop despite the increase in unit sales to 9.8 million units from 9.2 million in February. Excluding autos and gasoline, retail sales fell 0.8% in March after a 0.7% jump in February.
Sunday, April 19, 2009
Deflationary Recession Over? U.S. Economy Booming Again? / Economics / Recession 2008 - 2010
By: Money_and_Markets
Mike Larson writes: It’s hard to find anyone who’s still bearish on the economy or the market these days. Listen to the average pundit on CNBC and this is what you’ll hear:Read full article... Read full article...
Sunday, April 19, 2009
Does Inflation Targeting Make Any Sense? / Economics / Inflation
By: Mike_Shedlock
Calculated Risk has framed an interesting Inflation Debate Between Volcker vs. Kohn without weighing in on the matter. I will gladly weigh in, but first let's review the articles.Read full article... Read full article...
Friday, April 17, 2009
Not All Economists Agree on Obama U.S. Economy Recovery Policies / Economics / Economic Stimulus
By: Peter_Schiff
In a speech this week summarizing his administration's economic policies, President Obama grossly overstated the support these policies enjoy by claiming, "economists on the left and right agree that the last thing the government should do during a recession is cut back on spending." There are a great many economists who were surprised to learn that, apparently, they now agree with the President.
Friday, April 17, 2009
European Economic Meltdown Triggers Infighting at European Central Bank / Economics / Euro-Zone
By: Mike_Shedlock
The European economy is in a shambles and the European Central Bank is clearly worried. Although there is a bit of infighting among the central bank governing board, Trichet Says ECB Must Do Everything to Restore Confidence.
Read full article... Read full article...European Central Bank President Jean-Claude Trichet said the central bank would do everything possible to restore confidence and prosperity.
Thursday, April 16, 2009
Robert Shiller’s Fatal Prescriptions Poisoning the U.S. Economy / Economics / Economic Stimulus
By: LewRockwell
Mike Rozeff writes: Economist Robert Shiller now prescribes a strong dose of medicine – actually poison – for the U.S. economy (see here). Shiller’s diagnosis and doctoring are the same as those of the Bush-Obama-Bernanke regimes. He only wants greater and more persistent doses of the poisons.Read full article... Read full article...
Thursday, April 16, 2009
Economic Deflation Goes Global / Economics / Deflation
By: Mike_Shedlock
Deflation properly defined is a net decrease in the money supply and credit, with credit being marked to market. Deflation by that measure went global long ago.This post however, is in reference to sustained price drops widely (and incorrectly) referred to as deflation.
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Wednesday, April 15, 2009
Russian Official Unemployment Rate Hits 8.5% / Economics / Russia
By: Pravda
The number of officially registered jobless in Russia has reached 2.2 million, President Dmitry Medvedev said at a meeting with experts at the Institute of Modern Development.Read full article... Read full article...
Tuesday, April 14, 2009
Krugman in Need of Remedial Economics Education / Economics / Economic Theory
By: Mike_Shedlock
Paul Krugman is back in his usual form of preaching sheer idiocy with his piece Time for bottles in coal mines.Krugman is upset that Obama says stimulus projects under budget.
Read full article... Read full article...
Tuesday, April 14, 2009
Leading U.S. Economic Indicators Point to Improvement / Economics / Recession 2008 - 2010
By: Clif_Droke
Since the start of the new millennium and new century, many of the old truisms that applied to economic forecasting are no longer relevant. So many things have changed in the last nine years that a new set of economic “rules” is in order.Read full article... Read full article...
Tuesday, April 14, 2009
Fed Monetization of Debt as U.S. Dollar Flows to Central Banks Collapses / Economics / Quantitative Easing
By: Ned_W_Schmidt
Grand and glorious global housing bubble came to an end not because it had caused so much money to be borrowed. It came to an end because no more money could be borrowed. Debt bubbles come to traumatic conclusions not because so much credit had been created. Debt bubbles implode when no more credit is available. Lack of credit, the fuel for a mania, is what comes to be the problem.
Tuesday, April 14, 2009
World Bank Calls China an Economic Bright Spot / Economics / China Economy
By: Money_and_Markets
The Dow has been on a mini-roll. Therefore, most investors are thrilled to see battered stock portfolios recover even a smidgen of their massive losses. The problem is that these investors aren’t paying attention to what’s happening elsewhere around the globe. And they may be missing out on the opportunity of the decade! Read full article... Read full article...
Monday, April 13, 2009
America Fast Approaching Debt and Economic Crisis Day of Reckoning / Economics / Great Depression II
By: Money_and_Markets
Martin Weiss writes: We are fast approaching the ultimate day of reckoning for everyone — Washington, me, you, your family, and the entire country.
The great dilemma: The government’s TARP funds to bail out the nation’s banks are nearly exhausted. But, at the same time, bank losses from this debt crisis have doubled from $2 trillion to $4 trillion, according to the IMF.
Sunday, April 12, 2009
Further Evidence of the Onset of Great Depression II / Economics / Great Depression II
By: Professor_Emeritus
A Critique Of The Quantity Theory Of Money - In my previous paper The Revisionist Theory and History of Depressions I argued that persistently falling interest rates cause an erosion of capital, unseen but nonetheless lethal. Producers are squeezed and try to survive by cutting prices. Lower prices add to pressures lowering interest rates, and a vicious spiral is set in motion. Thus money-creation by the Fed has a little-noticed deflationary side-effect to it, that may ultimately overwhelm the inflationary effect, in spite of predictions by the Quantity Theory of Money.
Saturday, April 11, 2009
The Economic Crisis: No, this will not be a Normal Cyclical Recovery / Economics / Recession 2008 - 2010
By: Global_Research
Prof. John Kozy writes: The Congress, at the behest of corporate lobbyists, wrote into legislation the rules that permitted companies to offshore jobs, reduce real wages, and permit risky financial practices. Therein lies the root cause of this crisis. Read full article... Read full article...
Saturday, April 11, 2009
Global Economic Crisis to Last 3 More Years / Economics / Recession 2008 - 2010
By: Pravda
The Russian authorities have been lost in their own forecasts. First Vice Prime Minister Igor Shuvalov once said that Russia had already overcome the peak of the crisis. Hardly had the Russians rejoiced over the news when Finance Minister Aleksei Kudrin showed everyone from heaven to earth when he said that Russia was expecting a second wave of the crisis.Read full article... Read full article...
Friday, April 10, 2009
Economic Meltdown 2009 is Worse than the Great Depression / Economics / Recession 2008 - 2010
By: Mike_Whitney
It's been 21 months since two Bear Stearns hedge funds defaulted setting off a series of events which have led to the gravest economic crisis since the Great Depression. No one expected the financial meltdown to hit this hard or spread this fast. The failure at Bear triggered a freeze in the secondary market where mortgage loans are repackaged into securities and sold to investors. That market is now completely paralyzed cutting off 40 percent of funding for consumer and business loans and thrusting the broader economy into a deep recession. Read full article... Read full article...
Friday, April 10, 2009
The Global Synchronized Recession / Economics / Recession 2008 - 2010
By: Money_and_Markets
Even Walt Disney Couldn't Have Imagined This …
Tony Sagami writes: My son, Kenji, was only three years old when I took him to Disneyland. And his favorite two rides were Dumbo the Flying Elephant and It's a Small World . I swear, I had to listen to my son sing It's a Small, Small World a couple hundred times over the next week.
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