Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Monday, October 05, 2009
Housing Rents Deflationary Impact on CPI Inflation Data / Economics / Deflation
By: Mike_Shedlock
In Bill Gross Bets On Deflation I posted some links on falling rent prices courtesy of Lansler on Real Estate. Here is a recap.
Monday, October 05, 2009
What is Really Happening to the U.S. Economy? / Economics / Recession 2008 - 2010
By: Gerard_Jackson
While America's corrupt media ties itself in knots trying to put a smiley face on the recession the economic commentariat is thrashing around in the hope of finding an explanation for the economy's refusal to respond to Obama's policies (most of them overlook the fact that the economy might be doing just that) and Bernanke's criminally loose monetary policy. There is no doubt in my mind that business -- big and small -- is taking into account Obama's impending flood of taxes as well as the political support he is throwing behind job-destroying unions. I believe an administration -- any administration -- that ignores business expectations is committing a grave error of judgment.
Monday, October 05, 2009
Faltering World Economic Recovery? / Economics / Global Economy
By: Lloyds_TSB
It would be nice and easy to believe that the road to economic recovery is now clear and straightforward after the financial market crash of 2007-2009. Equity markets have had one of the best quarters ever, corporate and government bond yields have fallen sharply and spreads, in cash and corporate bonds, are narrower than at any time since the crisis gathered momentum in 2008. Economic growth has resumed in Q2 or Q3 of 2009 for most economies after a year of declines. Housing markets (US, UK, Spain, Ireland) are seeing a flattening in activity after the sharp falls of the past year or some modest up-tick. And manufacturing output is recovering from its lows in most countries. But there are some signs that the pace of the recovery is losing momentum and faltering. We look at some of these issues in this Weekly Report, starting with recent trends in financial markets.
Monday, October 05, 2009
Unemployment Economic Theory and the U.S. Dollar / Economics / Economic Theory
By: Howard_Katz
Gold made a quick dip to the $990 area on Friday and then whipped around to close above $1,000. We cannot completely rule out one final pull back to $960. However, the U.S. dollar is in free fall. So any dip in gold will be very brief.
Sunday, October 04, 2009
On the Edge With Max Keiser, Risk of Deflationary Economic Collapse / Economics / Deflation
By: Mike_Shedlock
Janet Tavakoli is On The Edge With Max Keiser. Tavakoli says the Risk of deflationary collapse greater now than in 2007.
Sunday, October 04, 2009
An Engineer's Solution for Sustained Economic Growth / Economics / Economic Theory
By: Steve_Morra
Sustained or increased economic chaos is the likely result of the public solutions offered for the worldwide macro-economic decline as of late 2009. Comparing simple historical economic data with public rhetoric, the solutions offered promise further economic decline past recession into depression and beyond for the vast majority of our micro-economic futures. It is time to publicly look at the “Golden Goose” in technical history to find a realistic solution with sustained economic growth.
Sunday, October 04, 2009
U.S. Real Deflation of -5.1% on Case Shiller CPI / Economics / Deflation
By: Mike_Shedlock
Case-Shiller CPI is formulated by substituting the Case-Shiller housing index for Owner's Equivalent Rent in the CPI. For a complete description of the reasons and methodology, please see What's the Real CPI?
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Sunday, October 04, 2009
IMF Optimistic About Russian Economy in 2010 / Economics / Russia
By: Pravda
The International Monetary Fund published a report about the situation in the Russian economy in 2010. The nation’s GDP will drop by 7.5 percent in 2009, which is a larger number than in the previous report, but a smaller one if compared with the expectations of the Russian government. As for the next year, the IMF is more optimistic about it and expects a 1.5-percent growth of the GDP.
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Saturday, October 03, 2009
The Economic Recovery is an Illusion / Economics / Recession 2008 - 2010
By: Andrew_G_Marshall
War is Peace, Freedom is Slavery, Ignorance is Strength, and Debt is Recovery
In light of the ever-present and unyieldingly persistent exclamations of ‘an end’ to the recession, a ‘solution’ to the crisis, and a ‘recovery’ of the economy; we must remember that we are being told this by the very same people and institutions which told us, in years past, that there was ‘nothing to worry about,’ that ‘the fundamentals are fine,’ and that there was ‘no danger’ of an economic crisis.
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Saturday, October 03, 2009
The Economy and Debt, A Pragmatic View / Economics / Economic Recovery
By: Brian_Bloom
In Australia (as in many other countries of the world), our Federal Government’s reaction to the financial crisis was to distribute money in the form of “gifts”. Their intentions were supposedly honorable. They wanted to stimulate the economy. In the first instance, they wanted to stimulate the construction industry because housing is a very important element of the economy. So they offered the gift of a significant cash rebate (funded by taxpayer money) to first home buyers. What was the impact of this?
Friday, October 02, 2009
Financial Markets & Economic Warning Signals Flashing, Prepare to Protect and Profit / Economics / Great Depression II
By: DeepCaster_LLC
“August New Orders for Durable Goods Remained in Great Depression Territory…
Economic and Liquidity Crises Remain Ongoing No Recovery in New Orders or Housing Fed Pushes Monetary Base to Record High
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Friday, October 02, 2009
Is A Double Dip Recession Possible? / Economics / Recession 2008 - 2010
By: Sy_Harding
The economic slowdown and severity of the stock market decline last year, and in January and February of this year, had the financial media and investors convinced the recession was headed down into the next Great Depression, and the Dow was therefore headed down to 1,000.
Friday, October 02, 2009
The Economic Recovery That Isn't / Economics / Recession 2008 - 2010
By: Peter_Schiff
For those market boosters who are prattling on about the possibility of a "jobless recovery," I offer an invitation to join me for a breakfast of "fat-free bacon," "eggless omelets," and "no-carb bread." As unappetizing as such a meal may sound, it would nevertheless offer more substance than the oxymoronic concept of an economic resurgence without job creation.
Friday, October 02, 2009
U.S. Unemployment Soars to 26 Year High / Economics / Recession 2008 - 2010
By: Mike_Shedlock
Sorry folks, I was one month early. In January I forecast the unemployment rate would hit 9.8% by August. Meanwhile, even though it was clear the Fed was wildly off base in its adverse scenario, the Fed upped it total to a mere 9.2% to 9.6% for the year as noted on May 21, 2009 in Fed's Economic Forecast Worsens; Still Ridiculously Optimistic.
Friday, October 02, 2009
We Are Certainly in a Deflationary Economic State / Economics / Deflation
By: Mike_Shedlock
Fueled by overcapacity, shrinking credit, reduced corporate spending and falling consumer demand, Deflation is taking root in global economies.
Thursday, October 01, 2009
Progressive Perspectives on Solving the Global Financial Crisis Video / Economics / Credit Crisis 2009
By: Submissions
Francois Houtart – Member of the UN High-level task force on the financial crisis. Founder and President of the Centre Tricontinental and Professor Emeritus of Sociology at the Université Catholique de Louvain speaks about Progressive perspectives on solving the global economic crisis challenging the current government responses.
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Thursday, October 01, 2009
Stock Markets Take Fright From Weak U.S. Economic Data / Economics / Recession 2008 - 2010
By: Lloyds_TSB
Stock markets have taken fright at yesterday’s generally weakerthan- expected US economic data, with Treasuries moving higher. Final Q2 GDP figures showed a fairly benign 0.7% annualised pace of contraction against a consensus estimate of -1.2%. But the combination of a weak ADP and Chicago PMI report has cast fresh doubt on the sustainability of the US economic recovery, notwithstanding the noticeably firmer FOMC policy statement last week.
Wednesday, September 30, 2009
PMI Economic Surprise and Biggest Stocks Rally Since 1998 / Economics / Economic Recovery
By: Mike_Shedlock
With each passing day the number of people that think the bottom is in, earnings will keep improving, and even a correction is unthinkable keeps rising. Here are a pair of interesting headlines moments apart on Bloomberg.
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Wednesday, September 30, 2009
U.S. Economy Better Than Expected in Second Quarter / Economics / Recession 2008 - 2010
By: LiveCharts
Many American consumers and businesses have been closely watching for verifiable signs that the US economy is, in fact, returning from recession. Many top economists, including Federal Reserve Chairman Ben Bernanke have been saying for weeks that that is the case, but after a very dismal period for many homeowners and employees, proof is helpful.
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Wednesday, September 30, 2009
Deflation, What You Can do to Survive the Economic Depression / Economics / Deflation
By: EWI
Governments across the world have adopted "Quantitative Easing" aka "Printing Money" to fight against Deflation that was threatening to push global economies into a downward deflationary spiral towards a prolonged period of economic depression. The question now is will printing money coupled with ZERO interest rates work ?