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Category Archives: Trade Data
April 2013 Trade Data Finally Has Some Good News
Written by Steven Hansen Our analysis is better than the headlines. A quick recap to the April 2013 trade data released today: Import growth has positive implications historically to the economy – and the seasonally adjusted imports were reported up … Continue reading
Posted in Trade Data, aa syndication
Tagged current account, exports, imports, Steven Hansen, trade, trade balance, trade deficit
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The Great “American” Divide
by Lance Roberts, Streetalk Live I have often spoken of the disconnect between Wall Street and Main Street. While asset prices are inflated by continued interventions of monetary policy from the Federal Reserve, boosting Wall Street profits and widening the … Continue reading
Posted in Employment, Federal Reserve, GDP, Home Sales and Home Prices, Personal Income and Consumption, Prices - PPI, CPI and More, Retail & Business Sales, Trade Data, stock markets
Tagged consumer confidence, Economy, employment, Federal Reserve, GDP, housing, inflation, Lance Roberts, PPI, recession, recovery, unemployment
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Japan: Exporting Deflation
by John Mauldin, Thoughts from the Frontline The evils of this deluge of paper money are not to be removed until our citizens are generally and radically instructed in their cause and consequences, and silence by their authority the interested … Continue reading
Posted in Economics, Government, Japan, Trade Data, macroeconomics, money, money and banking, stock markets
Tagged consumer confidence, Economy, exports, GDP, industrial production, inflation, Japan, John Mauldin, recovery, trade balance
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March 2013 Trade Data Filled With Ugly Numbers
Written by Steven Hansen Our analysis is worse than the ugly headlines. A quick recap to the March 2013 trade data released today: Import growth has positive implications historically to the economy – and the seasonally adjusted imports were reported … Continue reading
Posted in Trade Data, aa syndication
Tagged current account, exports, imports, Steven Hansen, trade, trade balance, trade deficit
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Some New Estimates of Japanese Trade Elasticities
by Menzie Chinn, Econbrowser.com Appeared originally 11 April 2013 at Econbrowser. Image below added by Econintersect. One component of Abenomics is a vigorously expansionary monetary policy. The yen has depreciated substantially as a consequence – as of February, about 20% … Continue reading
Posted in Japan, Trade Data
Tagged consumer confidence, CPI, Economy, exports, GDP, imports, industrial production, inflation, Japan, Menzie Chinn
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February 2013 Trade Data Suggests Economy Is Not Good
Written by Steven Hansen Our analysis is much worse than the headlines. A quick recap to the February 2013 trade data released today: Import growth has positive implications historically to the economy – and the seasonally adjusted imports were reported … Continue reading
Posted in Trade Data, aa syndication
Tagged current account, exports, imports, Steven Hansen, trade, trade balance, trade deficit
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January 2012 Trade Data Not Great, Not Bad Either
Written by Steven Hansen A quick recap to the January 2013 trade data released today: Import growth has positive implications historically to the economy – and the seasonally adjusted imports were reported up month-over-month. Econintersect analysis shows a growth of … Continue reading
Posted in Trade Data, aa syndication
Tagged current account, exports, imports, Steven Hansen, trade, trade balance, trade deficit
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Dude, Where’s My Cheap Gas?
by James D. Hamilton, Econbrowser.com This article was originally published at Econbrowser. Those who have been told that oil production is booming may be wondering why the prices of oil and gasoline are climbing again.
Posted in Business News and Analysis, Commodities, Energy, GDP, Government, Trade Data
Tagged Economy, gasoline, James D. Hamilton, OIL, trade balance
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December 2012 Trade Data Does Not Suggest the Economy is Strengthening
Written by Steven Hansen A quick recap to the December 2012 trade data released today: Import growth has positive implications historically to the economy – and the seasonally adjusted imports were reported down month-over-month. Econintersect analysis shows an adjusted contraction … Continue reading
Posted in Trade Data, aa syndication
Tagged current account, exports, imports, Steven Hansen, trade, trade balance, trade deficit
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Tradable Goods and Employment Futures
Written by Elliott Morss, Morss Global Finance Introduction In my recent article on manufacturing, I pointed out that the vast majority of job losses in the last 50 years were the result of technology gains rather than foreign competition. I … Continue reading
Posted in Economics, Employment, GDP, Trade Data
Tagged Economy, Elliott Morss, employment, Federal Reserve, GDP, productivity, trade balance
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November 2012 Trade Data Shows Economy Still Expanding
Written by Steven Hansen A quick recap to the November 2012 trade data released today: Import growth has positive implications historically to the economy – and the seasonally adjusted imports were reported up month-over-month. Econintersect analysis shows contraction of 1.4% … Continue reading
Posted in Trade Data, aa syndication
Tagged current account, exports, imports, Steven Hansen, trade, trade balance, trade deficit
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Oil, Gasoline Markets End 2012 with Swollen Inventory Levels
by EconMatters EIA Inventory Data In analyzing the last EIA report of the year it is noteworthy that gasoline stocks really rose the last 5 weeks of the year. The takeaway isn`t so much that gasoline inventories rose 23 million … Continue reading
Posted in Energy, GDP, Trade Data
Tagged EconMatters, Economy, gasoline, GDP, OIL, trade balance
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The IMF on Overinvestment
by Michael Pettis The IMF’s II Houng Lee, Murtaza Syed, and Liu Xueyan have published a very interesting and widely noticed study called “Is China Over-Investing and Does it Matter?” In it they argue that there is strong evidence that … Continue reading
Posted in Economic Indicators (USA), Economics, GDP, Trade Data, money
Tagged Economy, GDP, IMF, investment, investment strategy, michael pettis
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China and the US: What the Future Holds
by Elliott Morss, Morss Global Finance Introduction Matthew Nimetz, an eminent scholar, lawyer, venture capital executive, and former senior US/UN diplomat, recently presented a thought-provoking paper at a joint meeting the National Committee on American Foreign Policy and the China … Continue reading
Posted in Business News and Analysis, China, Trade Data, macroeconomics
Tagged China, Elliott Morrs, exports, Federal Reserve, GDP, imports, industrial production, manufacturing, usa
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Manipulation of Gasoline and Oil Markets
Gasoline & Oil Markets Rigged Far Worse Than Libor By EconMatters UBS paid $1.5 Billion for manipulating Libor, and Barclay`s already paid the piper for manipulating the Libor rate. Well, it is about time the CFTC get its act together, … Continue reading
Posted in Energy, Trade Data
Tagged crude oil, EconMatters, gasoline, OIL, oil price, trade balance, US Reserves
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Is US Debt Caused by the Trade Imbalance?
Written by Steven Hansen ….. the fiscal (government) deficit in the US cannot go away unless we also deal with the trade deficit. As we will see, it is a simple accounting issue, and one based on 400 years of … Continue reading
Oiling the Rebalancing Machine
by Guest Author John Mauldin, Thoughts from the Frontline A consistent theme in this letter has been the connections between items that may seem to be far removed from each other but are actually linked at the very core. If … Continue reading
Posted in Energy, GDP, Government, Taxation, Trade Data
Tagged energy policy, fiscal deficit, John Mauldin, OIL, peak energy, peak oil, sectoral balance, Thoughts from the Frontline, trade balance
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October 2012 Trade Data: Exports Continue Less Good Trend
Written by Steven Hansen A quick recap to the October 2012 trade data released today: Import growth has positive implications historically to the economy – and the seasonally adjusted imports were reported down month-over-month. Econintersect analysis shows expansion of 5.3% … Continue reading
Posted in Trade Data, aa syndication
Tagged current account, exports, imports, Steven Hansen, trade, trade balance, trade deficit
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How to Build a Time Machine
by John Hussman, Hussman Funds With industrial production, capacity utilization, real disposable income, real personal consumption, real sales retail and food service sales, and real manufacturing and trade sales uniformly declining in their latest reports, coincident economic indicators – having … Continue reading
WTI Crude Oil To Test $65 Level in 2013
By EconMatters WTI closed November just shy of $89 a barrel on hopes of an improving economy. I think there is an argument for an improving economy in 2013, but it is just too early to tell how things are … Continue reading
Posted in Energy, Trade Data
Tagged CAP EX, crude oil, crude oil price, EconMatters, Economy, EIA Report, OIL, oil price, OPEC, retail sales, US Reserves, west texas intermediate, wti
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