Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Sunday, February 15, 2009
Japan's Economy Collapses into Economic Depression / Economics / Japan Economy
By: Nadeem_Walayat
Japan today released truly shocking GDP data for the fourth quarter of 2008, the Japanese economy contracted by 3.3% which equates to an annualised rate of 13.2% which is on par with magnitude of contraction that is associated with an economic depression. All exporting countries are experiencing a crash in exports which fell by 14% in the quarter, as western consumers stop buying and start saving. Japans industrial plunged by nearly 10% in December 2008, down 20% on the year earlier.Read full article... Read full article...
Sunday, February 15, 2009
What if the World Stops Spending for Good / Economics / Recession 2008 - 2010
By: Kevin_Geary
All the politicians and policy makers around the world are trying to do what actually may be impossible.
They are trying to get banks to lend again and they are trying to get "Joe Public" (consumers) to spend again. Nothing they are doing is working so far, and nothing they are likely to do will get banks to ease credit again, nor people around the world to spend again like there's no tomorrow, or in other words, like they did before yesterday.
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Sunday, February 15, 2009
China’s Stimulus Ignites Economy / Economics / Economic Stimulus
By: Money_Morning
Don Miller writes: China's giant $585 billion (4 trillion yuan) economic stimulus package is showing signs of taking effect. Economists now project that China will be the likely leader of an elusive worldwide economic recovery. Read full article... Read full article...
Sunday, February 15, 2009
Global Recession, United States Economy in Least Worst Shape / Economics / Recession 2008 - 2010
By: Money_and_Markets
Jack Crooks Writes: Americans are beginning to realize the gravity of the current U.S. economic situation. After the new Treasury Secretary spoke earlier this week he left us with a very uncomfortable feeling: This problem is huge, and no one seems to have a real answer.
Still, the government feels it must produce an answer and prove that it is the ONLY entity that can fix this mess — via hundreds of billions (perhaps trillions) of U.S. dollars.
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Sunday, February 15, 2009
Anatomy of the Global Economic Downturn / Economics / Recession 2008 - 2010
By: William_R_Thomson
Business Times Singapore 13 February 2009 -
FAR from being at, or even near, the trough of the economic and financial system crisis, are we still staring into the abyss? And if things have to get worse before they get better, how much worse, and for how long? Is a 'relief rally' likely in equity markets before long? The Business Times invited a group of experts (who correctly predicted that the crisis would be far worse than most people expected) to tell us where things are likely to go from here - and what kind of investment portfolio to build against an uncertain future. Read full article... Read full article...
Sunday, February 15, 2009
UK Official Unemployment Now Above 2.1 million Real 7.9million / Economics / Recession 2008 - 2010
By: Nadeem_Walayat
UK unemployment shot up by 48,000 for November 08 data to 1.97 million, and remains on target to bust above 2 million on release of data for December 2008. The unemployment claimant count soared by 11% for January to 1.28 million, up a shocking 129,000 on the month and confirming that the pace of unemployment is accelerating as the economy fell over the cliff during the fourth quarter.Read full article... Read full article...
Saturday, February 14, 2009
Asian Economies In Free Fall as Exports Crash / Economics / Asian Economies
By: Mike_Shedlock
Inquiring minds are looking into details of Asia's Export Economies .
Staggering falls in exports across Asia have shocked economic analysts and ended all claims that the global slump may be nearing its bottom. The IMF's growth forecast for Asia this year is just 2.7 percent—less than a third of the 9 percent growth rate of 2007. The prediction is a full percentage point less than during the 1997-98 Asian financial crisis. Read full article... Read full article...
Saturday, February 14, 2009
World Trade Collapsing, Over-leveraged Bankrupt European Banks / Economics / Global Economy
By: John_Mauldin
- Time for a Reality Check
- World Trade Is Falling Off a Cliff
- European Bank Losses Dwarf Those in the US
- Geithner: "You Can't Handle the Truth"
- Earnings Will Get Even Worse
It is not just the US that is in recession. The world is slowing down, and rapidly. This week we quickly survey the rest of the world, and then come back to the US. We follow up with the implications for corporate earnings worldwide, and specifically address my speculations about earnings forecasts for 2009.
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Saturday, February 14, 2009
The Road To Economic Recovery Has Potholes / Economics / Recession 2008 - 2010
By: Oxbury_Research
Let's take care of some old business first.
When I suggested a closer look at long positions in GE and BAC last week, I did not expect each of them to spike violently in two days. That was part luck.
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Friday, February 13, 2009
Economic Collapse Worse than the Great Depression: Video / Economics / Economic Depression
By: Submissions
' Worst Economic Collapse Ever' - In 2009 were going to see the worst economic collapse ever, the Greatest Depression, says Gerald Celente, U.S. trend forecaster. He believes its going to be very violent in the U.S., including there being a tax revolt. Read full article... Read full article...
Thursday, February 12, 2009
UK Retail Sales Bounce Out of Deflation on Deep Discounting / Economics / UK Economy
By: Nadeem_Walayat
Headline retail sales bounced strongly in December rising by 2% to an annualised 3.7% as distressed retailers slashed margins on stock to avert bankruptcy amidst price cutting in the wake of heavily discounted stock in the closing down sales of major retailers such as Woolworth's , Zavvi and Adams, that collectively account for some 50,000 jobs. Read full article... Read full article...
Thursday, February 12, 2009
Economic Growth and Debt: Is there a Trade Off? / Economics / Economic Stimulus
By: Professor_Emeritus
The Big Fix - The Obama administration apparently believes in a trade-off between growth and debt. It wants to stimulate fast growth and is willing to pay for it in the form of unprecedented increases in government debt, because it fully expects the growth to rake in tax revenues with which the debt can be retired. It invokes the experience with debt retirement after World War II. When the war ended, government debt stood at 120 percent of the gross national product, twice what it is now. The rapid economic growth during the 1950's and 1960's quickly reduced the debt. This is offered as a justification for the $800 billion stimulus package that is being railroaded through Congress, with more to follow later. Read full article... Read full article...
Thursday, February 12, 2009
Germanys Economic Collapse as Stocks Trend Lower With Team Obama / Economics / Recession 2008 - 2010
By: Oxbury_Research
As of this writing, the short term trend of the market is decidedly down. Whether this lasts a day or two, or extends to a week or more is not knowable.
The reason? Timothy Geithner, President Barack Hussein Obama's choice for Treasury Secretary, was inadequate to the task given him. He said nothing concrete about the government's new proposals vis-à-vis the banking system, and the markets reacted (as markets do) when faced with ever more uncertainty: they collapsed.
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Thursday, February 12, 2009
America's Difficult but Not Impossible Economic Transition / Economics / Recession 2008 - 2010
By: Chris_Galakoutis
There can be no denying the long history of greatness for America. Whether it be the election to its highest office of a leader who not only flung a long-shut door wide open, but ripped it off its hinges, or an American jetliner crew who safely crash lands a plane onto a frigid New York river, we are reminded of America's greatness every day. Read full article... Read full article...
Thursday, February 12, 2009
Worst Recession In 100 Years / Economics / Recession 2008 - 2010
By: Mike_Shedlock
In the UK, Gordon Brown's closest ally says 'This is the worst recession for over 100 years' . Ed Balls, the PM's closest ally, warns that downturn is ferocious and says impact will last 15 years.
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Thursday, February 12, 2009
Inflation Statistics Manipulation: The Goldsmiths Part XXIX / Economics / Market Manipulation
By: Robert_Bradshaw
Being an old man, and often living on a small social security check, it was logical that I would take an interest in the US government manipulation of the so-called inflation rate (from the CPI) since it affects the Cost of Living (COLA) payments due social security recipients and most other retirees.Read full article... Read full article...
Wednesday, February 11, 2009
UK Economic Meltdown Continues Towards Price Deflation / Economics / Recession 2008 - 2010
By: Nadeem_Walayat
The Bank of England's quarterly inflation report forecast UK inflation of just 0.5% in 2 years time, with the UK economy now forecast to have fallen by GDP 4% by the middle of this year. It was not so many months ago that the Bank of England was forecasting growth of 2% for 2009.Read full article... Read full article...
Wednesday, February 11, 2009
U.S. Economy in Depression Destroying Wealth of Three Generations / Economics / Economic Depression
By: Mike_Shedlock
Wealth Does Not Pass Three Generations - Microsoft Chief Executive Steve Ballmer likens economy to depressions of 1837, 1873, and 1929
Microsoft Chief Executive Steve Ballmer sketched a dire portrait of the world economy on Friday, likening it to market conditions in 1837, 1873, and 1929, each of which involved bank failures, high unemployment, and a depression.
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Wednesday, February 11, 2009
Deflation Is Here; Time to Protect Against Future Inflation? / Economics / Inflation
By: Money_and_Markets
Nilus Mattive writes: It's clear that deflation has taken center stage in the U.S. economy. As I told my Dividend Superstars subscribers last month, you can see falling prices just about everywhere you look.
For example, the Consumer Price Index DROPPED 0.7% in December 2008. That's a marked departure from the gains we had been seeing. Even if you exclude food and gas prices, consumer prices were still flat for the month. What's more, the full-year data showed consumer prices rose a paltry 0.1% vs. a whopping 4.1% jump in 2007.
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Tuesday, February 10, 2009
Ten Things You Should and Should Not Do During Deflation / Economics / Deflation
By: EWI
Whilst today's headlines have been grabbed by Barack Obama's U.S. Economic Stimulus package of $800 billion, which is part of a global collective total of approximate $2 trillion of stimulus spending that has been committed for during the next 1 to 2 years. However the fact of the matter is that this does not even come close to countering the REAL Deflationary impact of the $30 trillion across the board loss of value of assets from real estate, to stocks to commodities. Read full article... Read full article...