Tag Archives | US economy

Failed Pursuit Of Inflation Creates Major Economic Risks

By John Richardson

BUILDING UP lots of debt isn’t a problem if it leads to inflation that then inflates-away the value of some of that lending.

And debt-induced healthy increases in inflation also show that all of that lending has …

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China: Real Story On Lending Says Slowdown Still On The Way

By John Richardson

THERE was a lot of unhelpful and distracting noise surrounding the release of China’s official year-on-year H1 GDP growth that came in at an unexpectedly strong 6.9%.

Equally misleading was the pick-up in June total social financing …

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US Economy Returns To Weak Growth On Demographics

By John Richardson

THE US is a deeply politically divided country to the point where the divisions are having a profound effect on consumer confidence. As the New York Times writes:

Among Republicans, the University of Michigan consumer expectations index …

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US Economic Rescue Fails On Missing Human Factor

By John Richardson

THE US Federal Reserve thought it understood how the world worked, thanks to its FRB/US (Ferbus) computer model.

“Assuming that the FRB/US model does a good job of capturing the macroeconomic implications of declining house prices, such …

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US Economy: More Of The Same Will Not Work…

 

By John Richardson

US Federal Reserve chair Janet Yellen’s solution for the failed monetary stimulus policies of the last seven years? More of the same, which is a further signal to investors desperate for yield that they have little …

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Emerging Markets: 67.7 More Years To Catch Up With US

By John Richardson

IF I had a dollar in my pocket for every time I had read or heard the phrase “the rise of the middle classes in the emerging markets” in the context that this was a tremendous opportunity …

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Sitting On The Fence Involves Choosing Failure

By John Richardson

IF you choose not to decide, you still have made a choice. So the choice today is yours. If you remain on the fence, still unsure about whether the end of the Supercycle is real or not, …

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The End Of The Economic Supercycle: What To Do Next

By John Richardson

THE above infographic explains the end of the economic Supercycle:

•During the 1980s/1990s, the BabyBoomers – the largest and wealthiest generation that the world has ever seen – entered the Wealth Creator generation (those aged 25 – …

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US Split Into Two Countries And Both Must Prosper

By John Richardson

WHAT is the most important job for any politician? Ensuring the long term economic health of her or his country.

And in the ideal world, our politicians should pick the policies that get this essential job done, …

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US Needs A New Normal “Permanent Study Group”

By John Richardson

A LOT of the discussions taking place in and around last week’s American Fuel & Petrochemical Manufacturers International Petrochemical Conference (IPC) in San Antonio, Texas, was, of course, around oil prices.

Lower crude prices means less of …

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