Category: US Economy
The analysis published under this category are as follows.
Thursday, December 12, 2013
U.S. Sub-Par Economic Recovery With a Propensity Towards a Downturn / Economics / US Economy
By: John_Mauldin
It is a regular ritual for major US businesses: the end-of-the-quarter conference call in which the CEO dissects what just happened and gives us some insight on what to expect for the future of the company. My good friend Rich Yamarone, the chief economist at Bloomberg, is the creator of the Bloomberg Orange Book, a compilation of macroeconomic anecdotes gleaned from the comments CEOs and CFOs make on their quarterly earnings conference calls. He not only sits and listens to them present their views, he also picks up the phone and talks to them. He is very clued in on what's happening in the real world of business.
Wednesday, December 11, 2013
Did the U.S. Government Shutdown Help the Economy? / Stock-Markets / US Economy
By: Frank_Holmes
From New Delhi to San Francisco to London, and finally back in San Antonio, I’ve been communicating one consistent theme to investors: Follow the money.What’s really important in following the money is for investors to not get caught up in the negative web spun by the media. There’s a lot of drama these days about Obamacare and Washington dysfunction. Take the government shutdown in October, when the House and Senate fought over the debt ceiling. Economic data wasn’t released, services were halted, national parks were closed, and “non-essential” government workers were told to stay home.
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Saturday, December 07, 2013
Will The Real U.S. Economy Please Stand Up? / Economics / US Economy
By: Sy_Harding
Are economic reports finally indicating an acceleration in the economic recovery - or not?
Markets need to know. Investors need to know. Most importantly, the Fed needs to know.
The prognosis changes from month to month, even week to week, and this week even day to day, as expectations for Fed action move from taper on, to taper off, to taper on and back again.
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Thursday, December 05, 2013
Three U.S. Economic Charts Obama Hopes You'll Never See / Economics / US Economy
By: Money_Morning
Keith Fitz-Gerald writes: Today I'm going to show you three charts Obama hoped you'd never see.
Brace yourself.
You're about to get a very different view of the "recovery" picture that the administration keeps painting for us.
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Friday, November 22, 2013
Economic Recovery Doubtful as New Survey Shows Manufacturing Downturn / Economics / US Economy
By: InvestmentContrarian
Sasha Cekerevac writes: After so many years following the Great Recession, it’s still quite astounding that job creation remains so slow. This obviously indicates the lack of economic growth, even after trillions of dollars have been pumped into the U.S. economy.
While there has been a lot of optimistic talk in the mainstream media, there have been an increasing number of data points indicating America’s economic growth is still very fragile.
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Saturday, November 09, 2013
Peter Schiff Warns U.S. Econcomy Will Soon Collapse! Be Prepared! - Video / Politics / US Economy
By: Videos
Fall of America & Fall of the dollar – US Economy Will Soon Collapse! Be Prepared!
Friday, November 01, 2013
Why U.S. Consumer Confidence is Falling at an Alarming Rate / Economics / US Economy
By: DailyGainsLetter
Mohammad Zulfiqar writes: Consumer spending is very critical to the U.S. economy, as it makes up a significant portion of the gross domestic product (GDP). If consumer spending declines, then U.S. GDP growth becomes very questionable; when it increases, it can provide an idea about where the U.S. economy is heading.
I look at consumer confidence as one of the indicators of consumer spending. The logic behind this is that if consumers are confident, they will most likely spend more, compared to when they are pessimistic.
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Thursday, October 24, 2013
What an 81% Increase in Food Stamp Use Really Means for the U.S. Economy / Politics / US Economy
By: DailyGainsLetter
Mohammad Zulfiqar writes: Each day, there’s growing evidence that suggests the American economy isn’t experiencing any economic growth. Unequal job creation is just one of the main topics discussed in the mainstream, but sadly, there are many other facts and figures that show a gruesome image of the U.S. economy as well.
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Monday, September 30, 2013
America to Become the Next Poland? / Economics / US Economy
By: Profit_Confidential
Michael Lombardi writes:
I want to share with my readers a chart that I find very interesting. The chart below (courtesy of our research group) compares the number of Americans on food stamps since the so-called recovery began in the S&P 500.
As you can see for yourself, they are following the same trajectory! Our research shows that since late 2009, for every one-percent increase in food stamps usage in the U.S., the S&P 500 increased two percent!
Thursday, September 12, 2013
Wall Street Mirrors Sentiments of Main Street / Stock-Markets / US Economy
By: Submissions
Eleonora writes: Homeowners face uncertainty moving forward! Major developments are taking place in the banking sector across the United States. The mortgage boom is now a thing of the past. More and more banks across the United States are closing their facilities and financial units that traditionally worked with customers to refinance their home loans. In fact, one of the major lenders – JP Morgan – laid-off an estimated 2,000 workers during the month of August. 50% of the workers were in the home loans departments.
Wednesday, September 11, 2013
Economic Advantage America / Economics / US Economy
By: John_Mauldin
Today's Outside the Box, which comes to us from good friend Gary Shilling, is unusual because that old confirmed bear is waxing positively bullish about the future prospects of the US. In doing so he mirrors my own views. It is just a matter of time before I go from being bearish on the US because of the dysfunctional US government to being an irrational perma-bull, at least for the next few decades. There is just too much upside potential with this country of ours — if we can muster the political will to handle our serious fiscal issues.
Gary builds the positive case beyond the fiscal concerns, and a compelling case it is. In six crucial areas, he says — demographics, entrepreneurial activity, labor relations, domestic vs. foreign debt financing, currency strength, and energy independence — the US is better positioned than any of its major competitors.
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Friday, August 23, 2013
This is What the Fed’s QE Has Done for Our Economy / Economics / US Economy
By: Money_Morning
Tara Clarke writes: The Fed's QE (quantitative easing) program has created multiple trillions of dollars since it first started in 2008.
But now there are signs the QE policy will finally come to a close.
On June 19, Federal Reserve Chairman Ben Bernanke announced the Fed may start to taper its QE by the end of the year if it met an unemployment target of 7%, while keeping a targeted inflation rate at 2%.
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Thursday, August 22, 2013
Market Bubbles and Economic Busts / Politics / US Economy
By: LewRockwell
Charles Goyette writes: Has President Obama at last figured it out?
If only.
The President has been talking a lot of late about the bubble economy. Last month he mentioned “unstable bubbles” that threaten the economy, and the other day in his radio address he referred to “the bubble-and-bust mentality” that has made “a mess” of our economy.
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Thursday, August 15, 2013
U.S. Economy Set to Continue Grinding Higher / Economics / US Economy
By: DailyWealth
Dr. David Eifrig writes: For the past year, I've been carefully watching for signs of trouble...
The two biggest potential sources of trouble – the two big concerns I hear from investors – are:
Saturday, August 10, 2013
The Half Full U.S. Economy / Economics / US Economy
By: Peter_Schiff
The marginal economic strength that was described in the most recent GDP release from Washington has caused many to double down on their belief that the Federal Reserve will begin tapering Quantitative Easing sometime later this year. While I believe that is a fantasy given our economy's extreme dependence on QE, market observers should have learned long ago that the Bureau of Economic Analysis (BEA) initial GDP estimates can't be trusted. A perusal of their subsequent GDP revisions in the last five years reveals a clear trend: They are almost twice as likely to revise initial estimates down rather than up, and the downward adjustments have been much larger on average.
Friday, August 09, 2013
Fingers of Instability - Developed World Centrally Planned Socialist Economies Continue to Fail / Economics / US Economy
By: Ty_Andros
"In the blink of an eye this week, they made the size of the American economy grow by $560 billion." This is but the latest addition to PHANTOM growth to cover up gross mismanagement of the economy by Washington DC (District of Corruption). A few of the items of NEW growth created out of thin air include double counting of R&D spending which is ALREADY contained in final sales numbers, another is unfunded pension obligations are now called PAID wages. A report of growth is nothing but an apparition (ghost). When socialists can’t get the economy to grow they rely on doublespeak and newspeak for the masses. Look at an illustration of what the new phantom growth has done to the record books courtesy of Lance Roberts (www.streettalklive.com, I highly recommend this newsletter):
Monday, August 05, 2013
The Worst U.S. Jobs Report in Four Months Does One Thing / Economics / US Economy
By: Profit_Confidential
Michael Lombardi writes:
This morning we got news that 162,000 jobs were created in July in the U.S. economy—the worst showing in the past four months. (Source: Bureau of Labor Statistics, August 2, 2013.)
And when we look closely at the July U.S. jobs market report, it gets worse.
First off, the previous months’ numbers keep getting revised downward; the number of jobs added to the U.S. economy in May was revised down from 195,000 to 176,000, and June’s numbers were revised down from 195,000 to 188,000—combined, that’s 26,000 jobs that never really happened.
Wednesday, July 24, 2013
U.S. Economic Review - Inflation, GDP and Long-term Interest Rates / Economics / US Economy
By: John_Mauldin
Lacy Hunt and Van Hoisington kick off their second-quarter Review and Outlook with a contrarian view: "The secular low in bond yields has yet to be recorded." And as usual, they have their reasons; but unlike most of the blabbermouth economic talking heads out there, they aren't interested in endlessly parsing the fitful utterances of Ben Bernanke and friends. Rather, they zero in on the fundamental reasons why long-term Treasury yields have probably not hit their low. Those reasons fall, they say, into four categories: (a) diminished inflation pressures, (b) slowing GDP growth, (c) weakening consumer fundamentals, and (d) anti-growth monetary and fiscal policies.
Then Lacy and Van take us deep into the whys and wherefores of their thesis. Their reasoning and the evidence behind it make for compelling reading – but you may want to read twice.
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Friday, July 19, 2013
Central Banksters Make the Best Economic Terrorists / Economics / US Economy
By: Richard_Mills
From the minutes of theFederal Reserve meeting April 30th - May 1st 2013.
"Many participants indicated that continued (job market) progress, more confidence in the outlook, or diminished downside risks would be required before slowing the pace of purchases."
On May 22nd Federal Reserve Chairman Ben Bernanke told Congress that a decision could be made, at any of the next few Fed meetings, to scale back the $85 billion in bonds the Fed is buying each month if the economy looked set to maintain momentum. The S&P 500 closed 0.8% lower, the dollar hit a three year high and the bond market sold off with yields on the 10 year Treasury notes jumping above 2%.
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Tuesday, July 16, 2013
1% U.S. Economic Growth: QE Policy a Failure, Time for A Change / Economics / US Economy
By: EconMatters
Fed Policy – Pushing on a string: Is far too Kind
Economists are now ratcheting down their forecasts for final 2nd quarter GDP to 1% which just further illustrates the ineffectiveness of fed policy measures. Ben Bernanke blames fiscal policies out of Washington, saying he can only do so much to counteract their lack of a healthy tax code, job creation plans, and inefficiencies.
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