Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.
Sunday, September 27, 2009
Reflections on the Great Inflation Deflation Debate / Economics / Economic Theory
By: Mike_Shedlock
Last week I was in an inflation vs. deflation debate on Financial Sense with Daniel Amerman. The debate was moderated by Jim Puplava. It is a credit to Jim that he is willing to entertain both sides of an argument even though he himself is an inflationist.
Sunday, September 27, 2009
The Great China Economic Recovery Conundrum / Economics / China Economy
By: Clif_Droke
Probably the biggest “X-factor” in the ongoing effort at reviving the global economy is China. China is seen by many as the world’s emerging industrial powerhouse and its relationship with the United States is considered to be crucial for its own development, as well as for the strength of the world economy. With the U.S. in the role as the world’s premier consumer and China considered to be the major industrial player, all eyes are on the respective economies of these two great nations.
Sunday, September 27, 2009
Double Dip Economic Recession? / Economics / Recession 2008 - 2010
By: John_Mauldin
What We See
And What We Don't See
The Statistical Recovery
A Double-Dip Recession?
Unemployment is high and rising. But if the recession is over, won't employment start to rise? The quick answer is no. We look deeper into the Statistical Recovery and find yet more reasons to be concerned about near-term deflation.
Read full article... Read full article...
Saturday, September 26, 2009
United States Government Picking Up the Borrowing Slack / Economics / US Debt
By: Mike_Shedlock
With consumers and businesses not only cutting back but actually reducing debt, A Rich Uncle Is Picking Up the Borrowing Slack.
Friday, September 25, 2009
Unwinding the Economic Stimulus, the Fed's Toughest Job Lies Ahead! / Economics / Economic Stimulus
By: Sy_Harding
Talk that was simmering before, about how the Fed will manage the eventual withdrawal of its massive economic stimulus programs, intensified this week when the Fed’s statement after its FOMC meeting was even more positive about the economic recovery than its previous statements.
Friday, September 25, 2009
Where Did All the Debt Go?, Economic Dark Matter Part2 / Economics / UK Debt
By: Adrian_Ash
"A mere $400bn went missing in the UK debt-savings boom of 2000-2008. Not to worry..."
SEEMS WE'RE NOT the only ones trying to figure out this week where the last decade's record consumer borrowing went.
Read full article... Read full article...
Friday, September 25, 2009
Paul Krugman's Identity Crisis, Lying to the American People / Economics / Economic Theory
By: Benjamin_Lee
Anyone who reads Paul Krugman, our latest "Nobel Prize-winning economist," knows that Krugman believes inflation is not a threat to the economy at all. He is a regular defender of large fiscal deficits and expansionary monetary policy, claiming that they are the road to salvation from our so-called deflationary spiral. (We'll ignore the fact that this "deflationary spiral" involves six straight months of price increases and regular complaints from Mr. Krugman himself about skyrocketing costs in health care.)
Friday, September 25, 2009
Financial Crisis in Russia Ruins Economies of Post Soviet States / Economics / Russia
By: Pravda
Migrant workers who earn their living in the Russian Federation sharply reduced the size of bank transfers to their families. According to the report of Asia Development Bank, in the first six months of 2009, the sum of money transferred by migrants to the countries of the Caucasus and Central Asia reduced by approximately 25 percent compared to the same period last year. However, the money transferred by guest workers is a serious support factor for the economies of post-Soviet countries.
Read full article... Read full article...
Friday, September 25, 2009
Does a Liquidity Trap Pose a Threat Economic Recovery? / Economics / Credit Crisis 2009
By: Frank_Shostak
The latest data for lending in the eurozone, the United Kingdom, and the United States display a visible weakening. In the eurozone, the yearly rate of growth of bank lending to the private sector fell to 0.6% this July from 9.3% in July last year. In the United Kingdom, the yearly rate of growth of lending to the private sector fell to 2.2% in July 2009 from 10.1% in July 2008. In the United States, the rate of growth of lending plunged to minus 3.8% in August 2009 from a positive figure of 8.6% in August 2008.
Friday, September 25, 2009
The U.S. and China Put on Their Boxing Gloves … / Economics / Global Economy
By: Tony_Sagami
If someone loaned you $600 BILLION, and you wanted to borrow even more, you’d be very careful to stay on his good side, wouldn’t you?
Of course you would! But that is exactly the opposite of how Washington is treating Chinese government lenders.
Read full article... Read full article...
Thursday, September 24, 2009
United States Following Japans Deflation Footsteps / Economics / Deflation
By: Mike_Shedlock
The US is following the footsteps of Japan. It is now undeniable. Please consider the following chart.
Japanese GDE from the 1989 peak to Present
US GDP 1999 peak to Present
Thursday, September 24, 2009
G20 Leaders Discuss Global Financial Crisis as Economies Recover / Economics / Global Economy
By: Lloyds_TSB
G20 leaders will gather in Pittsburgh today to assess their efforts to ease the impact of the global financial crisis and to consider next steps. There is no doubt that both the financial markets and global economy are on a sounder footing since the previous meeting in London five months ago, bolstered, in part, by the co-ordinated response agreed at that summit.
Thursday, September 24, 2009
What’s a Consumer Economy Need in Order to Keep Growing? / Economics / Economic Recovery
By: Bill_Bonner
You wanna know what is going on? David Rosenberg explains...
"US consumers are cutting back, and where they are not cutting back, they are scaling down. This new cycle is all about 'getting small' and it is deflationary. For yet another in the litany of signs pointing in the direction of social change towards thrift, have a look at what is transpiring at the upper echelons of the income strata – Now Even Millionaires See the Benefits of Budgeting on page B5 of the Saturday NYT is a must read.
Read full article... Read full article...
Thursday, September 24, 2009
Inflation is Our Future, Gold About to Shine? / Economics / Inflation
By: Puru_Saxena
At present, there is a lot of confusion amongst the investment community and opinion is divided as to whether we will witness inflation or deflation.
Wednesday, September 23, 2009
Government Spending, Money For Nothing / Economics / Economic Theory
By: Charles_Maley
Someone stole all my credit cards, but I won’t be reporting it. The thief spends less than my wife — Henny Youngman
Milton Friedman was a great American economist and statistician among other admirable things. He is best known among scholars for his theoretical and empirical research.
Read full article... Read full article...
Wednesday, September 23, 2009
Debt is Economic Dark Matter / Economics / Economic Stimulus
By: Adrian_Ash
"A debt bubble, yes. But a consumption binge...?"
IT'S A COMMON-PLACE of political, investment and bar-room debate that the Anglo-Saxon economies enjoyed a debt-fuelled consumer boom over the last decade or so.
Read full article... Read full article...
Wednesday, September 23, 2009
Global Trade Battle Explained / Economics / Global Economy
By: John_Browne
The Obama Administration waited until the wee hours of September 11th, 2009 to quietly inform Americans of its decision to slap new tariffs against low-end tire imports from China. Coming only days before this week's important G-20 meeting in Pittsburgh, an occasion when China will likely renew its campaign to push the world towards a post-dollar economy, the timing of the announcement seems particularly ill-advised. To be frank, it is like waving a red flag in front of a bull. It is not surprising that China instantly retaliated with their own duties on U.S. auto parts and agricultural products.
Read full article... Read full article...
Wednesday, September 23, 2009
The Coming Fed U.S. Hyperinflation / Economics / HyperInflation
By: Michael_S_Rozeff
Since the government and central bank are once again inflating the economy, let’s look back at what happened the last time they did this.
The Bush-Greenspan team used war, fiscal stimulus, and FED money-pumping to produce a housing bubble that drove the unbalanced economic recovery of the early 2000s. Personal saving dropped as sharply as debt rose, but the recovery was halting and anemic. While the Clinton years saw the real GDP rise 35.4 percent in 8 years, the Bush years had a 21.0 percent overall rise.
Read full article... Read full article...
Wednesday, September 23, 2009
Martin Weiss Abandons Deflation for Inflation After 27 Years / Economics / Inflation
By: Gary_North
Dr. Martin Weiss has reversed course. He now thinks price inflation lies ahead.
This is the equivalent of Steve Jobs announcing: "The future of computing over the next decade is with Microsoft Windows 7."
Read full article... Read full article...
Wednesday, September 23, 2009
The G20’s Crowded Agenda / Economics / Global Economy
By: RGE_Monitor
Deleted.