Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Tuesday, October 13, 2009
Ponzi Finance Deflationary Debt Deleveraging Downward Spiral Continues / Economics / Deflation
By: John_Mauldin
I look forward at the beginning of every quarter to receiving the Quarterly Outlook from Hoisington Investment Management. They have been prominent proponents of the view that deflation is the problem, stemming from a variety of factors, and write about their views in a very clear and concise manner. This quarter's letter is no exception, where they once again delve into the history books to bring up fresh and relevant lessons for today. This is a must read piece.
Monday, October 12, 2009
Refuting Keynes, Line-by-Line / Economics / Economic Theory
By: Gary_North
If I were a young man, I would not share this. I would implement it. It would become the foundation of my academic career.
The Austrian School of economics, more than any other, is built on the idea of the centrality of entrepreneurship. Ludwig von Mises explained the principle profit and loss in terms of some forecasters' ability to foresee consumer demand, and then plan to meet it at a total cost below the sales price. Successful entrepreneurs gain profit as a residual. Unsuccessful entrepreneurs gain losses.
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Monday, October 12, 2009
The End of Money and the Future of Civilization / Economics / Fiat Currency
By: Richard_C_Cook
It’s too late for anyone to pretend that the U.S. government, whether under President Barack Obama or anyone else, can divert our nation from long-term economic decline. The U.S. is increasingly in a state of political, economic, and moral paralysis, caught as it were between the “rock” of protracted recession and the “hard place” of terminal government debt.
Monday, October 12, 2009
Building the Labor Force with Forced Labor, Government Jobs, a Road to Bigger Economic Woes / Economics / Employment
By: Michael_Pento
The number of people eligible for work is known as the Labor Force. It should not now, nor should it ever be, thought of as the number of people government can force into labor. I would hope Robert Reich (former Labor Secretary under Bill Clinton) would understand that by now.Read full article... Read full article...
Monday, October 12, 2009
EMphase Finance US Economics Monthly Report October 2009 / Economics / US Economy
By: Francois_Soto
Dear reader
EMphase Finance is proud to launch its new research service US Economics Monthly.
The goal of this publication is to provide in an executive format a clean, clear and concise overview of the US economy for both private and institutional clients.
Monday, October 12, 2009
Economic Data to Confirm or Refute Continuing Financial Markets Optimism / Economics / Economic Recovery
By: Lloyds_TSB
A sense of cautious optimism prevails in financial markets. And the week ahead is rich in economic data that will provide further clues on the pace of improvement in global economic conditions. Following September’s disappointing US non-farm payrolls and ISM manufacturing data, financial markets are likely to use this week’s releases to judge whether confidence has risen too far, too quickly. The latest monetary policy decision from the Bank of Japan is also due, where we look for the key overnight call rate to remain at 0.1%.
Sunday, October 11, 2009
U.S. Changing Unemployment Picture as Economy Emerges from Recession / Economics / Economic Recovery
By: Bob_Chapman
The number of Americans filing first- time claims for unemployment benefits fell last week to the lowest since January, a sign the labor market is deteriorating more slowly as the economy emerges from the recession.
Applications fell by 33,000 to 521,000, lower than forecast, in the week ended Oct. 3, from a revised 554,000 the week before, Labor Department data showed today in Washington. The total number of people collecting unemployment insurance dropped in the prior week to the least since March.
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Sunday, October 11, 2009
Five Major Pension Problems and One Simple Solution / Economics / Pensions & Retirement
By: Mike_Shedlock
Even with this huge rally in stocks and corporate bonds, pension plans are in incredibly poor shape. The Washington Post lists Two Bad Choices Cut Benefits Or Take Greater Risks to Rebuild Assets.
Saturday, October 10, 2009
Measuring CPI Inflation, Alice In Wonderland And The Bond Yield Paradox / Economics / Inflation
By: Andrew_Butter
This article is not about what inflation is, it's about how you measure one component, CPI (Consumer Price Index), there are other components; but that's the focus of this article.
Big picture to estimate CPI you work out a "basket" of goods and services that consumers buy which you think is representative of the structure of spending in an economy, and you do a survey, then you compare that with how much it would have cost to buy the same "basket" a year before.
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Saturday, October 10, 2009
Government Deficit Spending Killing the U.S. Free Market Economy / Economics / Economic Stimulus
By: John_Mauldin
Killing the Goose
What Were We Thinking?
Let's Play Turn It Around
Peggy Noonan, maybe the most gifted essayist of our time, wrote a few weeks ago about the vague concern that many of us have that the monster looming up ahead of us has the potential (my interpretation) for not just plucking a few feathers from the goose that lays the golden egg (the US free-market economy), or stealing a few more of the valuable eggs, but of actually killing the goose. Today we look at the possibility that the fiscal path of the enormous US government deficits we are on could indeed kill the goose, or harm it so badly it will make the lost decades that Japan has suffered seem like a stroll in the park.
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Saturday, October 10, 2009
The September U.S. Employment Rate is 90% / Economics / Employment
By: Robert_Singer
The U.S. Department of Labor Official Employment rate in September 2009 is now 90% (Unofficial rate is 75%).And for those Americans who are still employed, they will find it harder to get that sweet deal on a new car because auto dealers won’t be competing with each other now that Brian Deese, special assistant to president Obama for economic policy made the decision (not the Chrysler bankruptcy judge), to close dealerships without regard to profitability.
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Friday, October 09, 2009
Trending Towards Hyperinflation / Economics / HyperInflation
By: Paul_Tustain
Seven short steps to the cost of living doubling or more inside 3 years...
HYPERINFLATION is widely accepted as a period of out of control price rises, doubling the cost of living inside three years.
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Friday, October 09, 2009
Failed Economic Policies and Rising Unemployment in the U.S. / Economics / Recession 2008 - 2010
By: Bob_Chapman
This past week the BLS released the September unemployment statistics and they worsened as usual, as America enjoys its recovery.
U-1–Those unemployed 15 weeks or longer, as a percent of the civilian labor force was 5.4%.
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Wednesday, October 07, 2009
The Autumn 2009 Inflation Time Bomb / Economics / Inflation
By: Paul_Tustain
It's not only the energy markets that threaten the 'low inflation' data now encouraging bondholders to keep buying...
THE PUBLISHED INFLATION DATA are surprisingly unsophisticated in so far as they compare current prices with a snapshot a year earlier.
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Wednesday, October 07, 2009
Does Asia's Economic Rebound Signal the Return to Stellar Growth? / Economics / Economic Recovery
By: RGE_Monitor
Deleted.
Wednesday, October 07, 2009
Conservative £7 Billion Spending Cuts a Drop in Britain's Debt Ocean / Economics / UK Debt
By: Nadeem_Walayat
Shadow Chancellor George Osbourne announced net public sector spending and budget cuts totaling £7 billion at the Conservative party conference. However the proposed cuts are but a mere drop in the debt ocean that on their own do not amount to anything of real significance when one compares to an annual budget deficit that is expected to break above £200 billion this fiscal year.
Wednesday, October 07, 2009
Good News, The Economist Says USA Foreclosures Are "Not A Problem!!" / Economics / Mainstream Media
By: Andrew_Butter
The Economist Magazine, much admired for its Neo-Con views, (for example it's jingoistic support for the invasion of Iraq), has now applied its unique insights to the US housing market.
Wednesday, October 07, 2009
The Fed's Schizophrenic Monetary Economists / Economics / Economic Theory
By: Gary_North
If monetary theory is accurate, it is a subset of general economic theory, which must also be accurate. Monetary theory is not an independent theory of human action that is divorced analytically from a general theory of human action.
Only the Austrian School of economics believes this and adheres to it in practice. All other systems of economic thought segregate monetary theory from general economic theory.
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Wednesday, October 07, 2009
Gold Understands that Stock Market Liquidity Rallies Do Not Create Jobs / Economics / Economic Stimulus
By: Chris_Galakoutis
Outside of minimum wage jobs and Wal-Mart poverty line work, today’s US economy appears unable to create good jobs. If the US economy cannot create new jobs, Americans will be in no position to save and invest for their futures, nor will they have any purchasing power that would boost the economy.
Tuesday, October 06, 2009
US and UK Savers Your Bankrupt "Babushka" Pensioner's Future / Economics / HyperInflation
By: Adrian_Ash
Those people who have saved for the future could soon form our own generation of bankrupted, Babushka pensioners...
TWENTY-FIVE years ago, the Russians found themselves in a hole.
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