Tag Archives: exports

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

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April 2013 Sea Container Counts Are Still Contracting

Written by Steven Hansen For the second month in a row, both import and export container counts are contracting year-over-year – comparing same months in 2012 and 2013. Economically intuitive imports however are “less bad” (but are still growing year-to-date); … Continue reading

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Advance Estimate 1Q2013 GDP Is 2.5%

Written by Doug Short and Steven Hansen The advance estimate of first quarter 2013 Real Gross Domestic Product (GDP) is positive 2.5% – up from 0.2% in 4Q2012. The market expected the advance estimate 1Q2013 GDP at +2.8% to 3.2%. … Continue reading

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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

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Economic Warning Signals in March 2013 Sea Container Counts

Written by Steven Hansen Last month, container counts were showing a significant surge (in imports and exports) – suggesting that economic growth MAY actually be showing signs of life. What a difference one month makes. Economically intuitive imports have collapsed … Continue reading

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Third Estimate 4Q2012 GDP Is Economic Expansion of 0.4%, Corporate Profits Up

Written by Doug Short and Steven Hansen The third estimate of fourth quarter 2013 Real Gross Domestic Product (GDP) is now a positive 0.4%. The market expected the third estimate 4Q2012 GDP at +0.3%. If one wants to pick a … Continue reading

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A Blowout in February 2013 Sea Container Counts

Written by Steven Hansen February container counts are showing a significant surge in imports and exports – suggesting that economic growth MAY actually be showing signs of life. There is little question that imports and exports in cumulative were “more … Continue reading

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Second Estimate 4Q2012 GDP Is Economic Expansion of 0.1%

Written by Doug Short and Steven Hansen The second estimate of fourth quarter 2013 Real Gross Domestic Product (GDP) is now a positive 0.1%. The market expected the second estimate 4Q2012 GDP at +0.1% to 0.5%. If one wants to … Continue reading

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January 2013 Sea Container Counts Still Show Slow Growing Economy

Written by Steven Hansen This January 2013 container data is the first clean month of data following a strike in late November and early December 2012. And the data shows marginal year-over-year export growth, and import year-over-year growth at over … Continue reading

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Stratfor: Russian Energy Strategy

By By Lauren Goodrich and Marc Lanthemann, Stratfor The future of Russia’s ability to remain a global energy supplier and the strength the Russian energy sector gives the Kremlin are increasingly in question. After a decade of robust energy exports … Continue reading

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Advance Estimate 4Q2012 GDP Is Economic Contraction of 0.1%

Written by Doug Short and Steven Hansen The advance estimate of fourth quarter 2013 Real Gross Domestic Product (GDP) is negative 0.1%. The market expected the advance estimate 4Q2012 GDP at +0.1% to 1.0%. Government spending and exports contracted, but … Continue reading

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December 2012 Sea Container Counts Foretell Slow Growing Economy

Written by Steven Hansen This month’s container data is tainted as the busiest ports in the USA (Port of Long Beach and the Port of Los Angeles) were on strike between 27 November and 04 December. Although the ports were … Continue reading

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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

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Third Estimate 3Q2012 GDP Lifts GDP to 3.1%

Written by Steven Hansen and Doug Short The third estimate of third quarter 2012 Real Gross Domestic Product (GDP) is 3.1%. 3Q2011 GDP was 1.3%, 4Q2011 GDP was 4.1%, and 1Q2012 GDP was 2.0%, and 2Q2012 GDP was 1.3% 3Q2012 … Continue reading

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November 2012 Sea Container Counts Affected by Strike

Written by Steven Hansen This month’s container data will not enlighten as the busiest ports in the USA (Port of Long Beach and the Port of Los Angeles) were on strike between 27 November and 04 December.  Although the ports … Continue reading

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