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Exporting Deflation DC, NYC, France, Cyprus, and Vegas… When Jonathan Tepper and I wrote Endgame some two years ago, the focus was on Europe, but we clearly detailed how Japan would be the true source of global volatility and instability in just a few years. “A Bug in Search of a Windshield”...
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One of the questions I (and other analysts) get asked most frequently is whether I think there is deflation or inflation in store for the US. My quick answer is "Yes." A brief answer is that we are in a deflationary period and have been for over 30 years, but like all cycles it will come to...
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Harry Dent gave a speech I listened to a while back, and I got him to transcribe it for this week's Outside the Box. One thing about Harry is, you are never left wondering what he thinks about a topic. He sees inevitable demography-caused deflation in our future and makes some very intriguing arguments...
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US Unemployment Turns Back South A Synchronized Global Slowdown Why Would You Buy a Bond with Negative Interest? First Deflation, Then Inflation New York, Madrid, Tuscany, and Singapore A New Adventure And Bad Dad One of the more frequent questions I am asked in meetings or after a speech is whether...
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As my good friend Gary Shilling says, in leading off his piece on 2012 investment themes, which is this week’s OTB, “This year is just the first step in the long-run journey that will continue to be dominated by The Age of Deleveraging” – which also just happens to be the title of Gary’s latest book...
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In This Issue: The Cure for High Prices Let’s Rewind the Inflation Tape A Shocking Development Another Important European Election Home Again, a “Sports” Injury, and My Conference Today we once again think about the inflation/deflation debate, turn our eyes to Europe and the very interesting...
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The Sputtering Economy Old and Outmoded We Have Deflation Exactly Where? O Deflation, Where is Thy Sting? Mexico, High Noon, and Thanksgiving The CPI was out this week, and it showed a continued drop in inflation. There were those who immediately pointed out that this vindicated the Fed's move to...
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As long time readers know, I am a big fan of Greg Weldon. This week he has very graciously allowed me to reproduce his client letter from last Thursday on some of the issues of Bernanke and Quantitative Easing 2. It prints a little longer than usual because of his format and all the charts, but this...
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Pushing on a String Let's Shift the Focus An Invitation to an Inflation Party Ten Years and Counting This week the Fed altered their end-of-meeting statement by just a few words, but those words have a lot of meaning. It seems they are paving the way to a new round of quantitative easing (QE2), if...
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This week’s Outside the Box is an incendiary blog written by Steve Keen on debt deflation and GDP growth. I am not certain as to his math (is he double counting debt and consumer spending?) but he does illustrate very well the problem of a deleveraging recession, which I have been writing about...
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IN THIS ISSUE: 1. The Economic Slowdown Continues 2. Confidence & Employment Remain in Retreat 3. Bernanke Announces Fed’s Latest Plan 4. Is Obama Planning a “September Surprise”? Introduction We will touch several bases this week, including the latest...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
08-31-2010
Filed under:
Filed under: GDP, Consumer Confidence, Inflation, Deflation, Employment, Obama, compensation, Private Sector, stagflation, Economic Slowdown, existing home sales, Personal Income, unemployment, foreclosure
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IN THIS ISSUE: 1. The Inflation/Deflation Debate 2. Why Governments Love Inflation 3. Deflation – Beyond Lower Prices 4. The Shock Doctrine 5. What You Should Be Doing Introduction Much has been written about the inflation/deflation debate, mostly by people who want to sell investors their particular...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
08-24-2010
Filed under:
Filed under: Gold, Stocks, GDP, Inflation, Economy, Deflation, Debt, stagflation, greenback emissions, downgrade, double-dip recession, governments, debate, Shock Doctrine
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I am in Minnesota this morning doing a speech, but do have a very good candidate for this week’s Outside the Box. Tony Boeckh just published a piece by George Magnus on demographics and the markets that I think is very thought-provoking. Demographics is something I think about a lot and you should...