Economic Trends

Long-term trends grow from short term trends. We attampt to determine the short term trends and where they are pointing.

Could The Fed Trigger A Deflationary Slide In Stocks?

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Most economists and stock market participants believe that FED policy can exhibit a tremendous amount of power over the movement of the markets and market participants perception of the future of that policy can affect the market in the short run. The major exception is Robert Prechter who believes that “monetary policy doesn’t have a reliable effect on the stock market.” He recommends that you Don’t Get Ruined by This Popular Investment Myth. But in today’s post Chris Ciovacco of Ciovacco Capital Management looks at whether the FED could trigger a slide in the stock market. ~Tim McMahon, editor.

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Breakfast with a Lord of War

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In late 2010, I was invited to a private breakfast meeting with an individual near the apex of the US military’s strategic planning pyramid. Specifically, the individual we were to breakfast with sits at the side of the long-serving head of the department in the Pentagon responsible for identifying and assessing potential threats to national security and devising long-term strategies to counter those threats.

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Bank of Japan (BOJ)

On Halloween, the Bank of Japan Did Something Scary

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In today’s post Grant Williams looks at the recent actions of the Bank of Japan and their attempt to break free of the deflationary spiral they have been on for more than 20 years. Back in April of 2013 Abenomics was born and Japan began boosting their stock market while trashing the Yen. Now they have “doubled-down” and are planning a TARP style bailout to the tune of about $720 billion. This is only slightly less than TARP’s $787 billion except that the Japanese economy is much smaller than the U.S. economy. So it is really equivalent to the U.S. blowing about $3 Trillion a year for the foreseeable future! And Japan’s debt to GDP is already about 250% compared to the U.S.’s 110%, so they don’t have any wiggle room left.

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The Asian Age of Transformation

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On September 19-21, 2014, in San Antonio, Texas, top experts from Casey Research—as well as many well-regarded guest speakers—gathered to discuss the most important issues facing our economy today and presented on how to position yourself to thrive in the year ahead. If you weren’t able to attend the 2014 Casey Research Summit you missed the following projections on the future of Asia.

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You’d Better Hope The U.S. Government Likes What You Do For A Living

Leave a Comment / Freedom, Government / By

It seems like almost daily we are hearing of more and more government encroachment on our freedom and liberty, whether it is the IRS targeting certain groups or NSA evesdropping on private conversations or even passing around “captured” pictures but today we are going to look at the practices of the Department of Justice (DOJ). In this article Leif Simon of “The Offshore Living Letter” takes a look at “Operation Choke Point”.

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QE Ending Or Just Getting Started?

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While the Federal Reserve has laid out specific plans to end their quantitative easing (QE) program, a new season of QE may be getting ready to kick-off across the pond. From Reuters:
The euro fell broadly on Wednesday, hitting a 19-month low against the Swiss franc, as speculation that the European Central Bank (ECB) will resort to quantitative easing was fueled by yet more bad news from the eurozone…ECB chief Mario Draghi fueled speculation that monetary policy would be further loosened in the eurozone over the weekend by saying the central bank would use “all the available instruments” to deal with the threat of deflation at the U.S. Federal Reserve’s annual conference in Jackson Hole. Developments on Wednesday only worsened the picture for the eurozone: data showed German consumer morale fell for the first time in 1-1/2 years, while Italy’s economy minister said the country must cut its growth forecast.

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