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IN THIS ISSUE: Economy Continues to Recover, But Slowly Consumer Confidence Falls Off a Cliff Bank Lending Continues to Plunge More Really Bad News on the Housing Front Are “Option-ARMs” the Next Subprime Crisis? End of an Era for Coach Halbert Introduction Most economists and market analysts...
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IN THIS ISSUE: 4Q GDP Was Stronger Than Expected The Worst of the Housing Slump is Not Over New Home Sales Continue to Fall Overall Sales of Existing Homes Continue to Plunge Home Foreclosures Continue to Mount When Will Housing Prices Recover? Introduction Last week I discussed why many economists and...
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IN THIS ISSUE: 4Q GDP to Rise - But by How Much? Retail Sales - Worst Drop on Record in 2009 Uncertainty and the Slow Recovery Political Implications & How to Move Forward Conclusions: Expect the Economy to Disappoint P.S. Pelosi & Reid Plot Secret Plan for ObamaCare Introduction All eyes will...
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IN THIS ISSUE: Has the Economy Really Turned the Corner? Bloomberg Survey Finds More People Unhappy Fed "Beige Book" Shows Modest Recovery Consumer Lending Continues to Shrink Conclusions - Outlook is Still Very Uncertain Introduction The economy clearly rebounded in the 3Q, although many problems...
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IN THIS ISSUE: 3Q GDP Report - Was It Really Better Than Expected? What Else Was Missing in the 3Q GDP Report? Worker Productivity Surges to Six-Year High Latest Unemployment Numbers Not Encouraging Roubini - Too Many People Are "Short" the Dollar Introduction When the government announced...
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IN THIS ISSUE: Overview of Recent US Economic Trends Snapshot of the Latest Economic Data Fed's "Beige Book" Sees Modest Improvement Unemployment: The 800-Pound Gorilla in the Room Conclusions - Storm Clouds on the Horizon Eyes around the world are intently focused on this Thursday's...
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In This Issue: The Economy Continues to Improve Slowly Plunge in Commercial Real Estate Values More Trouble Ahead for the Banks Glut of Commercial Mortgage-Backed Securities Personal: Thinking Wrong, But Getting It Right Introduction There is broad agreement that we have seen the worst of the recession...
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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...
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IN THIS ISSUE: Economic Signs of Improvement Fed Vows to Keep Rates Low Market Comments from John P. Hussman, Ph.D. Conclusions Introduction We have seen some encouraging economic news in recent weeks, and President Obama and his cronies in the mainstream media have declared that the worst recession...
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IN THIS ISSUE: The Latest Assessment of the US Economy The Real Unemployment Rate is 16.5%, Not 9.5% Nine Reasons the Economy is Not Getting Better Where I Disagree With Mr. Zuckerman Conclusions -- "The New Normal" Introduction Over the last few weeks, most polls have shifted to indicate that...
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IN THIS ISSUE: Obama's Government Takeover Continues Editorial: "Too Big to Fail, Or Succeed" Americans More Concerned About Deficits Economy May Have Seen the Worst of It Conclusions Introduction The more I think about it, I believe that last week's E-Letter which revealed President...
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IN THIS ISSUE: Is the US Economy Turning Around? The Housing Blues Getting Bluer Adjustable Rate Mortgage "Resets" To Soar Commercial Real Estate - The Next Shoe To Drop? Conclusions - This Can't Be Good For Stocks Introduction It's time that we had a talk about the "conventional...
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IN THIS ISSUE: First Quarter GDP Falls More Than Expected Stocks Always Outperform Bonds, Right? Wrong! Should You Put All Your Money in Bonds? No! Is the Current Market Rally Too Big to Fail? Conclusions – Not Out of the Woods Yet Introduction Last Wednesday the government reported that 1Q GDP declined...
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IN THIS ISSUE: Finally a Little Good News for the Economy Geithner's Latest Toxic Asset Bank Bailout Does the PPIP Have Any Chance of Working? Fed to Buy $300 Billion in Treasuries & a Lot More CBO Assessment of Obama's Record 2010 Budget Conclusions, Market Implications & What to Do...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
03-31-2009
Filed under:
Filed under: Gary D. Halbert, The Fed, GDP, Credit Crisis, Recession, Barack Obama, Deficit, Bailout, Economy, Timothy Geithner, Profutures, Treasuries, PPIP