Publication: Mish's Global Economic Trend Analysis

First reported 20 hours ago - Updated 9 hours ago - 1 reports

Japanese Style Deflation Coming? Where? Fed Falling Behind the Curve? Which Way?

There's some interesting discussion points in the UK-based Absolute Return Partners October 2014 Letter , by Niels C. Jensen, most of which I agree with, others not. Japan-Style Deflation in Our Backyard? It is no secret that we have been long-standing ... [Published Mish's Global Economic Trend Analysis - 20 hours ago]
First reported 17 hours ago - Updated 12 hours ago - 1 reports

Hyperventilation Charade: EU Demands Another €2.1 Billion from UK, "We Won't Pay," Says Furious Cameron

Things are about to get more interesting in the EU as a review of budget procedures shows the UK, Greece, and Italy owe more money, but Germany and France will get money back.Curiously, this came about following a review of non-profit organizations from ... [Published Mish's Global Economic Trend Analysis - 17 hours ago]
First reported Oct 24 2014 - Updated Oct 24 2014 - 1 reports

European Service Prices Plunge at Steepest Rate Since January 2010; Reflections on Keynesian Stupidity

The Markit Flash Eurozone PMI shows the steepest fall in output prices since global crisis and renewed job losses, in spite of an otherwise stable PMI. The Eurozone saw a marginal upturn in growth of business activity in October, according to the flash ... [Published Mish's Global Economic Trend Analysis - Oct 24 2014]
First reported Oct 23 2014 - Updated Oct 23 2014 - 1 reports

French Private Sector Output Falls at Sharpest Rate in Eight Months; Tale of Two Europes

France Looking for growth in Europe? You won't find it in France, but for now you can still find it in Germany (for now).The Markit Flash France PMI shows French private sector output falls at sharpest rate in eight months. Key Points Flash France ... [Published Mish's Global Economic Trend Analysis - Oct 23 2014]
First reported Oct 23 2014 - Updated Oct 23 2014 - 1 reports

Late Payments by Ibex Companies Hits €47 Billion, 169 Days (3 Times Legal Time Limit); Ibex vs. DOW

Lack of significant improvement in payments by IBEX companies to suppliers is yet another another sign there isn't much of a recovery in Spain. La Vanguardia reports Late Payments by Ibex Companies Hits €47 Billion , 169 days (nearly 3 times the legal ... [Published Mish's Global Economic Trend Analysis - Oct 23 2014]
First reported Oct 22 2014 - Updated Oct 22 2014 - 1 reports

US Airdrops Load of Weapons Into Hands of ISIS

In yet another embarrassing moment for the Obama administration, Isis Claims it has US Airdrop of Weapons . A US airdrop of arms to besieged Kurds in Kobani appears to have missed its target and ended up in the hands of Islamic State (Isis) militants.Video ... [Published Mish's Global Economic Trend Analysis - Oct 22 2014]
First reported Oct 21 2014 - Updated Oct 22 2014 - 1 reports

James Grant Conference Video: Inflation Expectations, Growth, Policy Problems; Europe Has Become Japan

Here's an interesting video from the recent James Grant Conference. The title of this year's conference is Investing Opportunistically, Separating the Beta from the Alpha . The first five minutes are introductions and attendee notes you may wish to skip ... [Published Mish's Global Economic Trend Analysis - Oct 21 2014]
First reported Oct 22 2014 - Updated Oct 22 2014 - 1 reports

Saxo Bank CIO Jakobsen Predicts Another "Shock Drop" in Markets; Addicted to Cheap Money

Inquiring minds are tuned into the Saxo Bank's 4th Trading Debate on Volatility and Performance. Another "Shock Drop" in Markets Saxo Bank CIO Steen Jakobsen says Another 'Shock Drop' is Coming and it's Coming Soon Steen takes the view that central ... [Published Mish's Global Economic Trend Analysis - Oct 22 2014]
First reported Oct 22 2014 - Updated Oct 22 2014 - 1 reports

McDonald's Revenue Declines 30%,Vows Fresh Thinking; Mish Offers Some Advice

A 30% decline in revenues for McDonald's is quite startling to most. I wonder why too so long. In response McDonald’s Vows Fresh Thinking . McDonald’s Corp. outlined plans for what it called fundamental changes to its business as it reported one of ... [Published Mish's Global Economic Trend Analysis - Oct 22 2014]
First reported Oct 20 2014 - Updated Oct 21 2014 - 1 reports

Eurozone Rotting to the Core; Four Possibilities; Beyond the Math

On October 6, I noted German Factory Orders Slump 5.7%, Most Since January 2009 . The previous month was up 4.9%, so I averaged the two months noting " The average result is a decline of 0.4% per month, for the last two months. That process also means ... [Published Mish's Global Economic Trend Analysis - Oct 20 2014]
First reported Oct 20 2014 - Updated Oct 20 2014 - 1 reports

M&A Deals Fail At Highest Rate Since 2008

In yet another potential market topping sign, M&A Deals Fail At Highest Rate Since 2008 The value of deals that fail to complete has reached its highest level since 2008, in the latest sign that the best year for mergers and acquisitions since the financial ... [Published Mish's Global Economic Trend Analysis - Oct 20 2014]
First reported Oct 20 2014 - Updated Oct 20 2014 - 1 reports

Challenge to Keynesians "Prove Rising Prices Provide an Overall Economic Benefit"

The ECB has been concerned about falling consumer prices. Yes, that's 100% stupid, but that's the concern.Thus, when the euro declined vs. the US dollar, the ECB was happy that inflation would inch back up. However, falling oil prices will take away the ... [Published Mish's Global Economic Trend Analysis - Oct 20 2014]

Quotes

as the Reuters headline states . Rather, Cameron stated " I'm not paying that bill on Dec. 1 ".The latter statement would be true if Cameron paid the bill on any date before or after December 1, or the amount changed by a penny.This is the kind of wishy-washy nonsense that Cameron pulls all the time. Unfortunately, conservative believers fall for it every time.Similarly, Cameron promises an up-down vote on UK membership in the EU, but only if he is reelected. Would he even keep that promise? Who the hell knows?Cameron's pledge is to first get the EU to change its rules more to the UK's liking. If he succeeds, then and only then will he offer the vote (and of course he has to win reelection on top of it).Odds Cameron gets the rule changes he seeks are approximately 0%. You know it, I know it, the world knows it, and even Cameron knows it.The promise of a 2017 up-down vote is nothing more than an election ploy coupled with blatant arrogance. Liar, Not a Conservative As I have stated before, Cameron is a liar, not a conservative. He is in a coalition bed with the Liberal-Democrats , a pro-euro, pro-Labour, pro-climate-change, free education, and progressive tax party.With that set of bed-mates, no conservative in their right mind should believe a damn thing he claims to stand for.Mike "Mish" Shedlockhttp://globaleconomicanalysis.blogspot.comMike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction."
...Investors are overweight equities just as they were were in 2000 and 2007, and I believe with dire consequences. Jensen says " Statistically, equity markets fall 40-50% (as they did in 2008-09) only a couple of times in a life time, so why somebody is forecasting the next bloodbath to be around the corner is quite frankly beyond me. " It seems to me that equities plunged in 2000 and again in 2007. So that was twice in a seven year timespan...
...came within a whisker of losing a seat in northern England to UKIP on Friday, wrote in The Observer newspaper that he recognised that UKIP was "tapping into a seam of discontent and despair that Labour cannot - and will not - ignore." Miliband signalled his party would not respond with a knee-jerk policy change, but would stick to its re-election plan to promise a higher minimum wage...

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All (430) | News (0) | Reports (0) | Blogs (430) | Audio/Video (0) | Fact Sheets (0) | Press Releases (0)
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Hyperventilation Charade: EU Demands Another €2... [Published Mish's Global Economic Trend Analysis - 17 hours ago]
Japanese Style Deflation Coming? Where? Fed Fal... [Published Mish's Global Economic Trend Analysis - 20 hours ago]
European Service Prices Plunge at Steepest Rate... [Published Mish's Global Economic Trend Analysis - Oct 24 2014]
French Private Sector Output Falls at Sharpest ... [Published Mish's Global Economic Trend Analysis - Oct 23 2014]
Late Payments by Ibex Companies Hits €47 Billio... [Published Mish's Global Economic Trend Analysis - Oct 23 2014]
Saxo Bank CIO Jakobsen Predicts Another "Shock ... [Published Mish's Global Economic Trend Analysis - Oct 22 2014]
US Airdrops Load of Weapons Into Hands of ISIS [Published Mish's Global Economic Trend Analysis - Oct 22 2014]
McDonald's Revenue Declines 30%,Vows Fresh Thin... [Published Mish's Global Economic Trend Analysis - Oct 22 2014]
James Grant Conference Video: Inflation Expecta... [Published Mish's Global Economic Trend Analysis - Oct 21 2014]
M&A Deals Fail At Highest Rate Since 2008 [Published Mish's Global Economic Trend Analysis - Oct 20 2014]
Eurozone Rotting to the Core; Four Possibilitie... [Published Mish's Global Economic Trend Analysis - Oct 20 2014]
Challenge to Keynesians "Prove Rising Prices Pr... [Published Mish's Global Economic Trend Analysis - Oct 20 2014]
Nonperforming Spanish Loans Near All-Time High ... [Published Mish's Global Economic Trend Analysis - Oct 19 2014]
FBI Director Warns Google and Apple "If You Don... [Published Mish's Global Economic Trend Analysis - Oct 18 2014]
Free Market Response to Ebola [Published Mish's Global Economic Trend Analysis - Oct 17 2014]
Irony of the Day: Yellen Moans About Income Ine... [Published Mish's Global Economic Trend Analysis - Oct 17 2014]
Greece 10-Year Bond Yield Soars to 9% as Prime ... [Published Mish's Global Economic Trend Analysis - Oct 17 2014]
WalMart Margins Set to Plunge? Will Rest of Ret... [Published Mish's Global Economic Trend Analysis - Oct 16 2014]
Pain Trade, Treasury Bears, Margin Calls [Published Mish's Global Economic Trend Analysis - Oct 16 2014]
Obama's Lame Response to Ebola; No Protocols bu... [Published Mish's Global Economic Trend Analysis - Oct 16 2014]
21-Point Plunge in Empire State manufacturing I... [Published Mish's Global Economic Trend Analysis - Oct 15 2014]
Post-Foreclosure Hell: Garnished Wages, Seized ... [Published Mish's Global Economic Trend Analysis - Oct 15 2014]
Top Secret Spacecraft Returns to Earth This Wee... [Published Mish's Global Economic Trend Analysis - Oct 15 2014]
Stock Buybacks Peaked With Stock Market in 2007... [Published Mish's Global Economic Trend Analysis - Oct 14 2014]
Australian Dollar Too High, Markets Face 'Viole... [Published Mish's Global Economic Trend Analysis - Oct 14 2014]
UKIP Support Hits Record High 25% of Voters; Le... [Published Mish's Global Economic Trend Analysis - Oct 14 2014]
End of U.S. Dollar Hegemony - Not [Published Mish's Global Economic Trend Analysis - Oct 13 2014]
McCain Calls for Ground Troops in Syria and an ... [Published Mish's Global Economic Trend Analysis - Oct 13 2014]
Snowden Film "Citizen Four" Reveals How He Did ... [Published Mish's Global Economic Trend Analysis - Oct 12 2014]
Indianapolis Airport Unveils Roaming Customer S... [Published Mish's Global Economic Trend Analysis - Oct 10 2014]
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sort by: Date | Relevance
Hyperventilation Charade: EU Demands Another €2... [Published Mish's Global Economic Trend Analysis - 17 hours ago]
Things are about to get more interesting in the EU as a review of budget procedures shows the UK, Greece, and Italy owe more money, but Germany and France will get money back.Curiously, this came about following a review of non-profit organizations from ...
Japanese Style Deflation Coming? Where? Fed Fal... [Published Mish's Global Economic Trend Analysis - 20 hours ago]
There's some interesting discussion points in the UK-based Absolute Return Partners October 2014 Letter , by Niels C. Jensen, most of which I agree with, others not. Japan-Style Deflation in Our Backyard? It is no secret that we have been long-standing ...
European Service Prices Plunge at Steepest Rate... [Published Mish's Global Economic Trend Analysis - Oct 24 2014]
The Markit Flash Eurozone PMI shows the steepest fall in output prices since global crisis and renewed job losses, in spite of an otherwise stable PMI. The Eurozone saw a marginal upturn in growth of business activity in October, according to the flash ...
French Private Sector Output Falls at Sharpest ... [Published Mish's Global Economic Trend Analysis - Oct 23 2014]
France Looking for growth in Europe? You won't find it in France, but for now you can still find it in Germany (for now).The Markit Flash France PMI shows French private sector output falls at sharpest rate in eight months. Key Points Flash France ...
Late Payments by Ibex Companies Hits €47 Billio... [Published Mish's Global Economic Trend Analysis - Oct 23 2014]
Lack of significant improvement in payments by IBEX companies to suppliers is yet another another sign there isn't much of a recovery in Spain. La Vanguardia reports Late Payments by Ibex Companies Hits €47 Billion , 169 days (nearly 3 times the legal ...
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