Category Archives: stock markets

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 , , , , , , , , , , , | 6 Comments

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 , , , , , , , , , | Leave a comment

Bubbly Stock Prices Running Away From Improving Jobless Claims

by Lee Adler, Wall Street Examiner The trend toward fewer initial unemployment claims continued this week at a pace near the best levels of the past several years. However, spurred on by QE, bubbling stock prices are increasingly ahead of … Continue reading

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More Bad News On Dying US Manufacturing

More Bad News On Dying US Manufacturing- Excise Taxes Drop, But Markets Have Reason To Party On by Lee Adler, Wall Street Examiner [While US tax collections on everything went gangbusters in April, absolutely through the roof, there was one … Continue reading

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What A Shock! (Not) Initial Claims Beat Consensus AGAIN! Stock Uptrend is SAFE

by Lee Adler, Wall Street Examiner First time unemployment claims are currently declining at a 6% annual rate, staying close to the average year to year drop of the past two years.  Trickle from the Fed’s massive money printing has … Continue reading

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Unemployment Claims Maintain Steady Decline

First Time Claims Decline Right On Trend But Wall Street Economists Are Fooled Again by Lee Adler, Wall Street Examiner First time unemployment claims are currently declining at a 9% annual rate, staying close to the average year to year … Continue reading

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Recreating the Asset Bubble: The Fed’s Plan for Economic Recovery

by Joseph Salerno, The Circle Bastiat, Ludwig von Mises Institute While Keynesians continue to sing that lame old song about insufficient aggregate demand stimulus and the horrors of austerity and “market” monetarists prattle on about deficient growth in nominal GDP, … Continue reading

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Unemployment Claims Improve, But Not Enough for Stock Valuations

Behind The Headlines, Stocks Stay Overbought Against Trend of Unemployment Claims by Lee Adler, Wall Street Examiner This post is excerpted from the permanent Employment Charts page, which includes numerous additional charts and analysis on key employment metrics. The Labor Department reported that … Continue reading

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Macroeconomics and the Financial Cycle: Hamlet without the Prince?

by Claudio Borio, Voxeu.org Since the early 1980s, the financial cycle has re-emerged as a major force driving the macroeconomy, but economic analysis has not caught up. This column argues that macroeconomics without the financial cycle is like Hamlet without … Continue reading

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Washington Has a Revenue Problem

by Paul Kasriel, The Econtrarian, former Chief Economist, The Northern Trust Company Republicans want to cut government expenditures by “reforming” entitlements such as Social Security and Medicare. In the past, this has been anathema (I have always wanted to use … Continue reading

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Q4 2012 Global Risk Analysis from BBVA

by Dr. Constantin Gurdgiev, TrueEconomics.Blogspot.in Editor’s note: Global Economic Intersection welcomes Dr. Gurdgiev as a guest author. Constantin is an “embedded economist” in the Irish front lines, lecturing at Trinity College, Dublin. He brings us an insider’s view of what … Continue reading

Posted in Economics, Eurozone, GDP, macroeconomics, stock markets | Tagged , , , | 1 Comment

The Great Debate©: Is the Three-Year Bull Market Over?

by Rick Ackerman and Elliott Morss Rick Ackerman argues the bull run has ended and Elliott Morss gives some analysis he says indicates that is not necessarily so.  Ackerman says the final straw for the three-year bull market is the … Continue reading

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