Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Thursday, February 19, 2009
Russia's Post U.S. New World Order Blueprint / Economics / New World Order
By: Jim_Willie_CB
PROLOGUE & AFTERMATH -
The World Economic Forum took place in Davos Switzerland last week. The global picture enabled a nice snapshot of sentiment, fault for the crisis, blame doled out, the vacuum of leadership, the perks for blunderers in a country club setting (instead of prison), and warnings on a potential situation that could spiral out of control. Amidst all the finger pointing, surprisingly little blame was given to themselves, the corporate chieftains in attendance. Let's be clear! The Davos Forum was a funeral wake, and Putin rode in on a white horse to announce there is a new sheriff in town!!Read full article... Read full article...
Thursday, February 19, 2009
Fiat World Money Printing Mathematical Model / Economics / Fiat Currency
By: Mike_Shedlock
In a fiat world, money is printed into existence by the central bank - in the United States the Fed. Given there is nothing backing up this money, it is inherently worthless. However, one can think of as real. It was printed (even if only electronically), therefore it exists. In addition to the previously mentioned money supply, fractional reserve lending allows credit to be extended by banks and financial institutions on top of that inherently worthless money. Indeed, banks and financial institutions have leveraged credit to base money at ratios of 30-1, 50-1 or even higher.
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Thursday, February 19, 2009
The Great Depression II Survival Strategies / Economics / Economic Depression
By: Submissions
Dr. Raju M. Mathew wrotes: This is the Great Depression II - The crisis that we are now facing can rightly be called The Great Depression II of 2009 . And it is several times severe than the Great Depression I of 1929. It is not mere a financial meltdown; not mere a credit crisis. It is not a recession to disappear within two years. The dimensions and intensities of the Great Depression II are quite different from the early one. Who had brought out the present crisis and where had gone all the money or credits that were available before a few months back, are the two questions that the general public is asking?Read full article... Read full article...
Thursday, February 19, 2009
Jaguar Inflation - A Layman's Explanation of Government Intervention / Economics / Deflation
By: EWI
This article is part of a syndicated series about deflation from market analyst Robert Prechter, the world's foremost expert on and proponent of the deflationary scenario. For more on deflation and how you can survive it, download Prechter's FREE 60-page Deflation Survival eBook , part of Prechter's NEW Deflation Survival Guide. Read full article... Read full article...
Thursday, February 19, 2009
Will Keynesian Tax Cuts Deepen The Recession? / Economics / Economic Theory
By: Mike_Shedlock
In one of the more ridiculous Keynesian theories to date, Gauti B. Eggertsson at the New York Fed comes to the conclusion Tax Cuts Will Deepen The Recession . Simple logic would dictate that letting people and businesses keep more of their money would be a good thing but amazingly Eggertsson comes to the opposite conclusion. Read full article... Read full article...
Thursday, February 19, 2009
The Great Depression has Arrived- Collapsing American Dreams / Economics / Great Depression II
By: David_Vaughn
It almost seems amusing that we are still discussing the “coming” depression because of the fact that it is already arrived and settling in. Really, what this entire new “era” is all about is watching our dreams deteriorate right before our eyes.
Want to hear what the real world is like today? Country star John Rich dramatizes this well in his new song, “They're Shutting Detroit Down.”
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Wednesday, February 18, 2009
Next Wave of Banking Crisis to Come from Eastern Europe / Economics / Credit Crisis 2009
By: F_William_Engdahl
European banks face an entirely new wave of losses in coming months not yet calculated in any government bank rescue aid to date. Unlike the losses of US banks which derive initially from their exposures to low-quality sub-prime real estate and other securitized lending, the problems of western European banks, most especially in Austria, Sweden and perhaps Switzerland arise from the massive volumes of loans they made during the 2002-2007 period of extreme low international interest rates to clients in eastern European countries. Read full article... Read full article...
Wednesday, February 18, 2009
Gold Climbs as Global Economic Catastrophe Looms / Economics / Credit Crisis 2009
By: John_Browne
Last week, when Congress passed its $787 billion stimulus package, the size of the plan caused many observers to forget the water that has already passed under the bridge. Fewer still are wondering what havoc will erupt when all this liquidity eventually washes ashore.Read full article... Read full article...
Wednesday, February 18, 2009
Inflation, Deflation and Gold / Economics / Gold & Silver 2009
By: Adrian_Ash
"Inflation and deflation are both a crisis in money. Which leaves gold as a secure store of wealth against both monetary panics..."
THE 1970s DIDN'T JUST curse the world with cheap German wine and the Bay City Rollers.
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Wednesday, February 18, 2009
Understanding the Difference Between Deflation and Hyperinflation: Deflationists Rebuttal / Economics / Deflation
By: Eric_deCarbonnel
1) The euro is going to crash against the dollar because European bank losses dwarf those in the US This bit of logic proves that deflationists (those predicting deflation in the US) don't understand deflation. Whether or not European bank losses dwarf those in the US, it is the euro that will rally against the dollar. Why? Because the euro zone, unlike the US, is about to experience real, honest-to-god deflation. Ironically, Deflation is staring deflationists in the face, and they are too blind to see it.
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Wednesday, February 18, 2009
European Banks $25 Trillion Financial Black Hole Hitting Euro-zone Economy / Economics / Recession 2008 - 2010
By: Oxbury_Research
Happy that Oxbury now allows for immediate online feedback on its revamped website; I rather enjoy the opportunity to deal with the lesser lights among my readers. With respect to those who offered suggestions and reasonable criticisms, I'll suffice here with a nod of thanks. It's more to the fools that I address the following.
There's a lot of confusion about markets and their relationship to the economy. It's a confusion that arises directly from one's sense of self. What do I mean by that? Let me explain.
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Tuesday, February 17, 2009
Sales Tax Time Bomb Explodes as Consumption in Freefall / Economics / Recession 2008 - 2010
By: Mike_Shedlock
Inquiring minds are reading Holiday Blues: Weakness Unmatched In 35 Years
Consumption: From Excess to Freefall
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Tuesday, February 17, 2009
Why Deflation is Better for the Economy than Inflation / Economics / Deflation
By: Oxbury_Research
Between a Rock and a Hard Place - There was something about the article I wrote last week for Bourbon & Bayonets that touched a nerve with a lot of people. There wasn't a lot of middle-ground; readers loved it, hated it, or were annoyed with me for complaining without proposing a solution. I'm glad I was able to stir the pot and get something controversial enough on paper to bring out the passion on both sides of the arguments. This article isn't written to further my points and persuade those who disagreed with me. Instead I want to purpose what I see to be the best potential solution to a very difficult problem. I agree with the readers who took issue with my empty complaints. Today's article is written for those who see the problems, but wonder what choices or alternatives we have to current policy. Read full article... Read full article...
Tuesday, February 17, 2009
U.S. Economic Weakness Unmatched in 35 Years / Economics / Recession 2008 - 2010
By: John_Mauldin
One of the best gauges of an economy is tax collections. No one pays taxes unless they have to, so collections are a real-world, real-time analysis of the US economy. And the best source I know of for tracking taxes is The Liscio Report, by Philippa Dunne & Doug Henwood.Read full article... Read full article...
Tuesday, February 17, 2009
UK Recession Watch- Britain's Great Depression? / Economics / Recession 2008 - 2010
By: Nadeem_Walayat
The purpose of this analysis is to map out to the trend of the UK recession for 2009 and 2010 in terms of depth, the bottom and the potential recovery. The most recently released GDP data shows that the UK economy actually did fall off of the edge of a cliff during the fourth quarter of 2008 by contracting by a shocking 1.5% GDP. This compares against the governments recent forecast for 2% GDP contraction for the whole of 2009 which paints a picture of gross under estimation of the actual extent of the degree of economic contraction that is taking place at this time, and hence the adoption of the easy going terminology of "Quantative Easing" to hide the truth of money printing on a scale that could bankrupt Britain, the evidence of which has been played out in the currency markets with sterling's fall to a 23 year low against the dollar, a fall of over 30% in barely 6 months. Read full article... Read full article...
Monday, February 16, 2009
Eastern European Economies About to Explode in a Chain Reaction of Debt Defaults / Economics / Recession 2008 - 2010
By: Mike_Whitney
Eastern Europe is about to blow. If it does, it could take much of the EU with it. It's an emergency situation but there are no easy solutions. The IMF doesn't have the resources for a bailout of this size and the recession is spreading faster than relief efforts can be organized. Finance ministers and central bankers are running in circles trying to put out one fire after another. Its only a matter of time before they are overtaken by events. If one country is allowed to default, the dominoes could begin to tumble through the whole region. This could trigger dramatic changes in the political landscape. The rise of fascism is no longer out of the question. Read full article... Read full article...
Monday, February 16, 2009
Bankrupt Britain: Europe Blames America While U.K Warned of Bankruptcy / Economics / Credit Crisis 2009
By: Chris_Tew
Niall Ferguson, respected economic historian, warns of other European countries facing an Iceland style bankruptcy . 'Switzerland is first in line… and Britain is not far behind ,' he says.
While many politicians in Europe like to shift the blame for the credit crisis to the U.S. Niall points out that excessive lending and leveraging was much more endemic in countries such as Germany and the U.K.
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Monday, February 16, 2009
US, UK, Eurozone Banks Face Collapse: Global Banking System Insolvent / Economics / Credit Crisis 2009
By: Mike_Shedlock
With all the hype from various US dollar bears about the crisis with US banks, few on this side of the Atlantic are paying any attention to happenings in Europe. For those who look, a strong case can be made that European banks are as bad off if not much worse off than their US counterparts.
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Monday, February 16, 2009
Obama Economic Stimulus: Truth and Consquences / Economics / Economic Stimulus
By: Money_and_Markets
Martin Weiss writes: Never before have I learned so much so quickly from my readers as I have now — all just by reading the thousands of comments you have posted on my blog in the past week!
One of your key questions: Will the new Obama stimulus and banking bailouts succeed or fail?
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Monday, February 16, 2009
Meat, Milk and Motors: The New China Syndrome / Economics / China Economy
By: Robert_Singer
August 21, theatres around the nation screened the documentary I.O.U.S.A. and a live discussion with America's most notable financial leaders and policy experts, including Warren Buffett; William Niskanen, chairman of the Cato Institute; Pete Peterson, senior chairman of The Blackstone Group and former U.S. Comptroller General, Dave Walker. Read full article... Read full article...