Most Popular
1. It’s a New Macro, the Gold Market Knows It, But Dead Men Walking Do Not (yet)- Gary_Tanashian
2.Stock Market Presidential Election Cycle Seasonal Trend Analysis - Nadeem_Walayat
3. Bitcoin S&P Pattern - Nadeem_Walayat
4.Nvidia Blow Off Top - Flying High like the Phoenix too Close to the Sun - Nadeem_Walayat
4.U.S. financial market’s “Weimar phase” impact to your fiat and digital assets - Raymond_Matison
5. How to Profit from the Global Warming ClImate Change Mega Death Trend - Part1 - Nadeem_Walayat
7.Bitcoin Gravy Train Trend Forecast 2024 - - Nadeem_Walayat
8.The Bond Trade and Interest Rates - Nadeem_Walayat
9.It’s Easy to Scream Stocks Bubble! - Stephen_McBride
10.Fed’s Next Intertest Rate Move might not align with popular consensus - Richard_Mills
Last 7 days
THEY DON'T RING THE BELL AT THE CRPTO MARKET TOP! - 20th Dec 24
CEREBUS IPO NVIDIA KILLER? - 18th Dec 24
Nvidia Stock 5X to 30X - 18th Dec 24
LRCX Stock Split - 18th Dec 24
Stock Market Expected Trend Forecast - 18th Dec 24
Silver’s Evolving Market: Bright Prospects and Lingering Challenges - 18th Dec 24
Extreme Levels of Work-for-Gold Ratio - 18th Dec 24
Tesla $460, Bitcoin $107k, S&P 6080 - The Pump Continues! - 16th Dec 24
Stock Market Risk to the Upside! S&P 7000 Forecast 2025 - 15th Dec 24
Stock Market 2025 Mid Decade Year - 15th Dec 24
Sheffield Christmas Market 2024 Is a Building Site - 15th Dec 24
Got Copper or Gold Miners? Watch Out - 15th Dec 24
Republican vs Democrat Presidents and the Stock Market - 13th Dec 24
Stock Market Up 8 Out of First 9 months - 13th Dec 24
What Does a Strong Sept Mean for the Stock Market? - 13th Dec 24
Is Trump the Most Pro-Stock Market President Ever? - 13th Dec 24
Interest Rates, Unemployment and the SPX - 13th Dec 24
Fed Balance Sheet Continues To Decline - 13th Dec 24
Trump Stocks and Crypto Mania 2025 Incoming as Bitcoin Breaks Above $100k - 8th Dec 24
Gold Price Multiple Confirmations - Are You Ready? - 8th Dec 24
Gold Price Monster Upleg Lives - 8th Dec 24
Stock & Crypto Markets Going into December 2024 - 2nd Dec 24
US Presidential Election Year Stock Market Seasonal Trend - 29th Nov 24
Who controls the past controls the future: who controls the present controls the past - 29th Nov 24
Gold After Trump Wins - 29th Nov 24
The AI Stocks, Housing, Inflation and Bitcoin Crypto Mega-trends - 27th Nov 24
Gold Price Ahead of the Thanksgiving Weekend - 27th Nov 24
Bitcoin Gravy Train Trend Forecast to June 2025 - 24th Nov 24
Stocks, Bitcoin and Crypto Markets Breaking Bad on Donald Trump Pump - 21st Nov 24
Gold Price To Re-Test $2,700 - 21st Nov 24
Stock Market Sentiment Speaks: This Is My Strong Warning To You - 21st Nov 24
Financial Crisis 2025 - This is Going to Shock People! - 21st Nov 24
Dubai Deluge - AI Tech Stocks Earnings Correction Opportunities - 18th Nov 24
Why President Trump Has NO Real Power - Deep State Military Industrial Complex - 8th Nov 24
Social Grant Increases and Serge Belamant Amid South Africa's New Political Landscape - 8th Nov 24
Is Forex Worth It? - 8th Nov 24
Nvidia Numero Uno in Count Down to President Donald Pump Election Victory - 5th Nov 24
Trump or Harris - Who Wins US Presidential Election 2024 Forecast Prediction - 5th Nov 24
Stock Market Brief in Count Down to US Election Result 2024 - 3rd Nov 24
Gold Stocks’ Winter Rally 2024 - 3rd Nov 24
Why Countdown to U.S. Recession is Underway - 3rd Nov 24
Stock Market Trend Forecast to Jan 2025 - 2nd Nov 24
President Donald PUMP Forecast to Win US Presidential Election 2024 - 1st Nov 24

Market Oracle FREE Newsletter

How to Protect your Wealth by Investing in AI Tech Stocks

The Inflation Mega-Trend Ebook Download, Forecasts For Economy, Stocks, Gold, Emerging Markets...

Stock-Markets / Financial Markets 2010 Feb 23, 2010 - 07:03 PM GMT

By: Nadeem_Walayat

Stock-Markets

Best Financial Markets Analysis ArticleThe worlds economies swim in an ocean of inflation that is punctuated by occasional ripples of deflation which is illustrated by the perpetual upward curve of general prices as measured by the Consumer Price Index (CPI). Inflation in the long-run impacts on virtually all commodities and asset prices. The Inflation Mega-Trend ebook contains in-depth analysis for the aim of generating accurate forecast trends for Inflation, Interest rates and the Economy for 2010 and beyond, the implications of which have been further applied towards generating key financial market and investment trend projections. DOWNLOAD NOW -FREE - (Only requirement a valid email address).


The primary purpose for generating the analysis and investment conclusions contained within this ebook is to arrive at as accurate as possible conclusions for the target of enabling me to make definitive and conclusive long-term investment decisions for the management of my own investment portfolio. Analysis which I choose to freely share in an easily accessible and distributable pdf format. Therefore as you read this ebook, please do bear in mind that I am a trader / investor, not a journalist / writer, so yes, I will have made some grammatical errors that I seek your forgiveness for in advance.

It is important that you are subscribed to my always free newsletter (http://www.marketoracle.info/?p=subscribe&id=1 - only requirement is for a valid email address) to ensure that you get the latest updates

The Inflation Mega-Trend Ebook is broken down into 4 chapters. Chapters 1, 2, and 3 deal with fundamental economic analysis that builds towards the Inflation-Mega-trend conclusions. Whilst the fundamental analysis is primarily focused on the UK Economy, however the conclusions are just as valid for all of the debt ridden western countries and even apply towards the major emerging economies.

Chapter 4 takes the Inflation Mega-Trend conclusions and applies them to the financial and commodity markets where further analysis develops into precise forecasts and investment trends for major markets. I had originally planned for this to be the shortest chapter of the book, however it has grown to encompass half the ebook and thus could have become an ebook in its own right.

DOWNLOAD NOW -FREE - (Only requirement a valid email address).

   
  Introduction
1

CHAPTER 1 - UK Inflation

2
  Inflation Forecast 2009
2
  The Inflation Mega-trend
3
  UK Retail Sales Signal Election Consumer Boom
4
  M4 Money Supply Adjusted for the Velocity of Money
5
  UK Unemployment
6
  Debt Fuelled Economic Recovery
9
  Debt and Liabilities
11
  UK Interest Rate Being Kept Artificially Low For Bank Profiteering
11
  UK House Prices Continue 2010 Debt Fuelled Election Bounce
13
  UK Producer Prices
16
  Stocks Bull Market Signaling Strong Economy
16
  British Pound to Wobble Lower During 2010
17
  Conclusion and UK CPI Inflation Forecast 2010
18
  U.S. Inflation Forecast
19
 

CHAPTER 2 - UK Economy

21
  UK GDP Forecast 2009 - Britain's Great Depression
21
  Labour's 10 Year Economic Boom Bust
22
  Stock Market the Key Indicator of Economic Strength of 2009
23
  Budget Deficit Cutting Solutions to Britain's Debt Crisis
23
  Bank of England Quantitative Easing Smoke and Mirrors Dangerous Game
25
  China Leads the Way for Strong Global Growth
27
  UK GDP Growth Forecast Conclusion
28
  Mainstream UK Growth Forecasts
29
 

CHAPTER 3 - UK Interest Rates

30
  UK Interest Rates Forecast 2009 Recap
30
  Inflation and Economy Implications for Interest Rates
31
  LIBOR / Base Interest Rate Spread Analysis
33
  Banks Profiteering From Artificial Banking System
34
  Do UK Interest Rates Lead or Lag CPI Inflation?
35
  UK interest Rates and M4 Money Supply Relationship
36
  UK Interest Rates and GDP Growth Trend Relationship
37
  UK Quantitative Easing Money Printing to Hit £275 Billion 2010
37
  Improving UK Mortgage Lending Feeding the House Prices Bounce
40
  British Pound Trends and Interest Rates
42
  UK, U.S. and Euro Interest Rate Trends Analysis
43
  UK Interest Rate Forecast 2010 - 2011 Conclusion
44
  Press and Economic Organisation Interest Rate Expectations
45

  Inflation Mega-Trend Conclusion and Opportunities From Crisis

You are reading this at the very beginning of the inflationary mega-trend that will probably culminate in an inflationary super spike many years from now, whilst many commodities have rebounded somewhat from the crash of 2008-2009, however we have yet to see the inflation mega-trend manifest itself in the various manipulated inflation indices of the world, especially as the consensus view amongst academic economists and the mainstream press is still that of DEFLATION. However once inflation manifest itself in these manipulated indices then watch as the wage price spiral kicks in and pushes fixed assets and scarce resource prices such as commodities to unimaginable heights over the coming decade.

46
 

CHAPTER 4 - Financial and Investment Implications

48

Agricultural Commodities Mega-trend

Stocks and Commodities have boomed following the March 2009 lows, but grains have NOT ! They are STILL trading near the lows and therefore the grains are presenting one of those once in a life time mega-trend buying opportunities right now ! Read on....

48
     Population Growth
48
     Global Warming Mega-trend
48
     Agricultural Commodity Trends
48
  Borrowers & Savers
50
  British Pound
51
     U.S. Dollar Bull Market
51
     British Pound Trend Forecast
53
  Emerging Markets Investing Mega-trend
54
     China
55
     India
58
     Russia, Brazil, Others
60
  Gold Analysis and Forecast
62
     Gold Trend in Sterling
66
     Silver Trend
66
     GLD and SLV ETF's
68
  Natural Gas Mega-trend
70
     Natural Gas in Dollars & Sterling
71
     Natural Gas - Crude Oil Relationship
73
     UNG ETF Performance Relative to the Natural Gas Price
74
  Oil Price Inflationary Mega-Trend
77
     Peak Oil
77
     Crude Oil Technical's and Forecast
78
  Stocks Stealth Bull Market
82
     2009 The Year of the Stocks Stealth Bull Market
82
     Economic Forecasts Applied to the Stock Market
88
     Stock Market Mega-Inflationary Trend
89
     Market Manipulation
90
     Stock Market Crash Again?
90
     Technical Analysis
91
     Stock Market 2010 Trend Forecast ConclusionDOW Stock Market Forecast 2010
92
  Stocks and Sectors Investing
93
     Dividends Value Investing Strategy
93
     Heathcare Sector
95
     Metals and Mining Sector
96
     Oil and Gas Sector
96
     Technology Sector
97
     Water Utilities Sector
99
     Disclaimer of Holdings
99
  UK General Election 2010
100
  UK Housing Bear Market Election Bounce
101
 
  About the Author
102

 

DOWNLOAD NOW -FREE - (Only requirement a valid email address).

By Nadeem Walayat

http://www.marketoracle.co.uk

Copyright © 2005-10 Marketoracle.co.uk (Market Oracle Ltd). All rights reserved.

Nadeem Walayat has over 20 years experience of trading derivatives, portfolio management and analysing the financial markets, including one of few who both anticipated and Beat the 1987 Crash. Nadeem's forward looking analysis specialises on UK inflation, economy, interest rates and the housing market . Nadeem is the Editor of The Market Oracle, a FREE Daily Financial Markets Analysis & Forecasting online publication. We present in-depth analysis from over 500 experienced analysts on a range of views of the probable direction of the financial markets. Thus enabling our readers to arrive at an informed opinion on future market direction. http://www.marketoracle.co.uk

Disclaimer: The above is a matter of opinion provided for general information purposes only and is not intended as investment advice. Information and analysis above are derived from sources and utilising methods believed to be reliable, but we cannot accept responsibility for any trading losses you may incur as a result of this analysis. Individuals should consult with their personal financial advisors before engaging in any trading activities.

Nadeem Walayat Archive

© 2005-2022 http://www.MarketOracle.co.uk - The Market Oracle is a FREE Daily Financial Markets Analysis & Forecasting online publication.


Post Comment

Only logged in users are allowed to post comments. Register/ Log in