Category: Global Economy
The analysis published under this category are as follows.Monday, February 23, 2009
Global Economic Outlook: 2012 and Beyond / Economics / Global Economy
Dr. Abbas Bakhtiar writes: It is said that today is pregnant with tomorrow. What and how we have done things in the past has shaped out today and what and how we do things today determine the shape of our future. To see into the future of our economies, with some small degree of certainty, we have to pay attention to what is happening around us and what we do.Read full article... Read full article...
Saturday, February 14, 2009
World Trade Collapsing, Over-leveraged Bankrupt European Banks / Economics / Global Economy
- 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 07, 2009
Will Obama Start the Next Trade War? / Politics / Global Economy
Shamus Cooke writes: While campaigning to be president, Obama gave the general impression that he would act “cooperatively” to solve international problems, moving away from the Bush strategy of irresponsible “unilateralism.”But Obama took an aggressive stance towards China even on the campaign trail, including the accusations of “currency manipulation,” “violating intellectual property rights,” and “devaluing their goods.” Of course the average American cares nothing about these types of crimes, nor should they.
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Friday, February 06, 2009
Trade Protectionism Solution to Rebuilding America's Industrial Base / Economics / Global Economy
Protectionism has clearly become a dirty word. Unfortunately, those in the position of dispensing awareness and perspective obviously have no idea what true protectionism is. If it were explained properly, I would venture to imagine that most here in America would be in favor of it. After all, it applies directly to us and our standard of living.Read full article... Read full article...
Sunday, January 04, 2009
Global Trade Deficits and Surpluses / Currencies / Global Economy
How will other currencies be affected should the dollar collapse due to its horrible fundamentals ? The answer to this question depends on a nation's reliance on the dollar to finance a balance of trade deficit.Macro factors for 2009
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Sunday, December 28, 2008
Global Economic Structural Changes – A Quantitative approach / Economics / Global Economy
Proposed Study - Global Economy Many structural changes in the global economy are due to the rise of emerging markets. In this study we will discuss structural changes in economies, debate and propose a quantitative approach to identify possible trading opportunities.Read full article... Read full article...
Tuesday, December 09, 2008
China's Unique Opportunity to Shape Global Economic Future / Economics / Global Economy
China has a unique opportunity and responsibility to shape not only its own future, but also that of the global economy. While China is by no means responsible for the plight the world faces, it has played an important role in allowing global imbalances to be built. If China decides to help prop up the world economic model that got us into trouble in the first place, we may face the same challenges again a few years down the road. Except then, China may not have $2 trillion in reserves to rescue its economy, and could face severe challenges. China will ultimately act in its own best interest, but prudent she must be. The time for China to act is now.Read full article... Read full article...
Friday, December 05, 2008
Wealth of Nations- Government Assets Minus Liabilities Analysis / Economics / Global Economy
The intent of this article is to compare the net wealth of selected nations. The net wealth figures (actually labeled as 'Net Debt') for the G-7 nations (US, Japan, Germany, UK, France, Italy and Canada) can be found on the International Monetary Fund website here . It should be noted that all of the G-7 countries have greater government liabilities than assets.Read full article... Read full article...
Sunday, November 30, 2008
Inflate or Die Economic Policy to Drive Gold and Commodities Higher / Economics / Global Economy
Richard Russell (Dow Theory Letters): “Inflate or die, which one will it be?”“Suddenly, the whole investment world believes in deflation. The TIPS (inflation adjusted government bonds) have collapsed, commodities have crashed, gold goes nowhere, bonds remain near their highs, the dollar remains strong.
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Wednesday, November 19, 2008
Reasons for Economic Optimism Despite G20 Summit Failure / Economics / Global Economy
Martin Hutchinson writes: The gathering of 20 largest industrial countries in Washington this past weekend – billed as a crucial G20 summit – turned out to be a rather dull scrum.
There were promises of a coordinated approach to bank regulation, additional economic stimulus packages, and increased allocations for the International Monetary Fund (IMF) –one of the five “ aftershock-investing ” opportunities Money Morning has counseled readers to watch for. But none of the G20 meeting proposals seemed even remotely likely to make a difference in the here and now.
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Thursday, November 13, 2008
Baltic Dry Index The Only Economic Indicator Worth Tracking / Economics / Global Economy
Louis Basenese writes: Forget unemployment. Inflation. Consumer confidence. Personal Incomes…
You can even ignore the ever-popular gross domestic product (GDP).
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Saturday, November 01, 2008
The End of Economic Prosperity / Economics / Global Economy
From too much of a good thing. From the 1980s and 1990s excesses. From the longest ever US bull market. Heavily manipulated to keep it levitating. From August 1982 to January 2000. An illusory reprieve from October 2002 to October 2007. Fluctuations aside, all lost in the past 12 months. The wages of sin are now due, and payment is being painfully extracted. From all nations globally. Affecting ordinary people the most who had nothing to do with creating booms and busts. They got little on the upside but are paying dearly for the down.Read full article... Read full article...
Tuesday, October 28, 2008
Global Economic Outlook Suggests Concerted Interest Rate Cuts / Interest-Rates / Global Economy
The financial panic that began in early September has been a body blow to global business confidence and the global economy which, according to the Survey of Business Confidence of the World conducted by Moody's Economy.com , is now in recession.
How bad is the shape of the US and global economy?
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Tuesday, October 21, 2008
Financial Markets and Economic Events Day Ahead: October 22, 2008 / Economics / Global Economy
Day In Review: US Fed creates $540bln new facility to relieve pressure on money market mutual funds caused by redemption requests.
Weak earnings at bellwethers Caterpillar and DuPont, as well as, Texas Instruments and Sun Microsystems were the primary catalyst for a negative day in equities
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Monday, October 20, 2008
U.S. Container Shipping Slump Follows Baltic Dry Shipping Index Collapse / Economics / Global Economy
Container shipping stats at the Ports of Long Beach, LA, and Portland are all down. This is consistent with the Collapse of the Baltic Dry Shipping Index .Inbound container stats year to date are down 9.0% year to date at LA, 10.8% at Long Beach, and 9.9% at Portland. This does not portend well for expected consumer demand headed into the all important Christmas season.
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Tuesday, August 19, 2008
Global Economic Slow Down / Economics / Global Economy
Amid signs of economic slowing, the oil decline continues to garner the headlines. Not only is the US economy in a funk, but also Europe is beginning to show signs of slowing, as is Hong Kong – all the more reason to sell energy, as less will be needed in a global economy producing less.Read full article... Read full article...
Thursday, August 14, 2008
Global Oil, Food and Water Crisis Economic Tipping Points / Economics / Global Economy
Larry Edelson writes: I'll discuss the state of the markets shortly. First, I'd like to discuss the state of the world's future.
According to a long-term study just released by the U.S. Naval Services Department, a series of tipping points could dramatically alter the global prospects for economic growth and humanity — for the worse.
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