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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Category Archives: Economics
Stocks On A Long Monetary Leash
M2 Money Stock – Weekly % Year-on-Year Change Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. Not so stunning to see the stock market mania being led and fueled by … Continue reading
Posted in Coronavirus, Economics, Uncategorized
Tagged Bubble, COVID, Economy, Inflation, Money Supply, Stocks, U.S. GDP
1 Comment
The Economics Of Wine
What does an economist know about wine? Given that many wines need years to mature, how can one predict which ones will be great or not? Princeton’s Orley Ashenfelter explains how he used economic principles and regression analysis to predict … Continue reading
Living Like A Climate Refugee
Cue Tom Petty. Never thought I would live like a climate refugee but here I am again couch surfing trying to put together a Plan B as the family is staying at the Hyatt in another city. Four freaking straight … Continue reading
Industrial Output – The Winners and Losers
Summary Industrial Production (IP) rose for its fourth consecutive month after March and April’s sharp contraction (Chart 1) IP remains 7.6 percent below its December 2019 level (Chart 1) Durable Manufacturing output was up 0.7 percent in August, led by … Continue reading
Posted in Economics, Technology
Tagged Computer & Electronic Product Output, Industrial Production
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Q3 GDP Growth Set For 30% But No V-Shaped Recovery
The Atlanta Fed’s GDPNow estimate for Q3 GDP growth is currently running at 30.8 percent on an annualized basis (6.9 percent quarter-on-quarter), which will shatter by a wide margin the prior highest print on record of 16.7 percent registered in … Continue reading
Time For Some Context, Again
Money Fueled Bubble Speculative manias gather speed through expansion of money and credit. Most expansions of money and credit do not lead to a mania; there are many more economic expansions than there are manias. But every mania has been … Continue reading
Manhattan Retail: The New, New Rust Belt
We’re reposting our piece from November 2017 on the retail space in Manhattan along with a recent video Tweet we found today, which is un-fricking-believable. The video is a bit dated but our ears on the ground say it’s still … Continue reading
Going Deeper: PMIs vs Factory Utilization
Purchasing Managers’ Index (PMI) The headline PMI is a number from 0 to 100. A PMI above 50 represents an expansion when compared with the previous month. A PMI reading under 50 represents a contraction, and a reading at 50 indicates no change. The … Continue reading
Germany The Winner In COVID Economic Management
Morgan Stanley’s Ruchir Sharma joins Fareed to grade countries around the world on their responses to Covid-19 and their economic resiliency to the crisis. Source: CNN Click here to view video
Posted in Coronavirus, Economics, Uncategorized
Tagged COVID, Fareed Zakaria GPS, Ruchir Sharma
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