It's The Best of Times The Elements of Deflation It's More Than Half Full Argentina, Brazil, and Uruguay What's a Fed to do? We get talk about tightening and taking away the easy credit, but we got the fourth largest monetization on record last week. This week we examine the elements of deflation...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
10-23-2009
Filed under:
Filed under: Employment, Inflation, Consumer Spending, Debt, Credit Crisis, Housing Crisis, Deflation, Jump Point, Bill Bonner, Tom Hayes, Daily Reckoning
IN THIS ISSUE: The Economy - More Signs of Recovery Is the Recession & Credit Crisis Over? Obama Adds $2 Trillion to Debt Forecast Economic Assumptions Still Too Optimistic What in the World Are They Thinking? Do They Want Control Even If It Ruins The Economy? Introduction In my June 16 E-Letter...
.........But First, A Word From Our Sponsor.......... A panel of currency experts is coming to St. Louis University. Plan to attend the upcoming panel discussion "Dollar Prospects: Do Fundamentals Really Matter" on October 23 from 4:00 p.m. to 5:30 p.m. in St. Louis University's Busch Student...
As the world listens to Messrs. Paulson and Bernanke argue for support of their three-page $700 billion manifesto, I wish to focus your attention on a central aspect of the credit crisis – the scale and scope of the credit derivatives octopus. To illustrate, consider this: If scientists can “identify...
$1.6 Trillion in Losses and Counting Banks Start to Reduce Their Lending Take Freddie Mac. Please. The Ugly Muddle Through Once Again, the BLS Numbers Paint a False Picture Las Vegas, Maine, and a Wedding It seems that with each passing month the estimates for losses in the international banking system...
My interview with the Managing Director and Chief Economist for Deutsche Bank Securities includes the state of the global economy, prospects for stagflation in the US, the expanded role of the Fed, and the US consumer. The length of the interview is 13 minutes 21 seconds. Click here to play this audio...
In this issue: A Confidence Credit Crunch Credit Crisis How Much is That Dog in Your Net Capitalization? King Dollar Faces the Guillotine The Euro-Yen Cross The Consumer is Getting Tired New York, Philadelphia, Switzerland and Phoenix Just when it felt like it was safe to get back in the water, a second...