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First Corporate America, Now China
The amount of inconsistency is certainly consistent when viewing the trouble mainstream analysis has with trying to exclude the possibility of economic forces from explaining why things are the way...
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Multi-dimensional Navigation of Systemic ‘Dollar’ Alteration
Under the traditional formula for viewing currency movements, a rising currency is believed to be a huge impediment for economic expansion as exports “become relatively more expensive” against trading...
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Smoothing Global Growth through Regionally Counter Cyclical Credit
“While most investors were preoccupied with deflation, related to last year’s plunge in oil prices, and the seemingly hopelessness of quantitative easing, a stealth recovery in private sector global...
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China and US, Producer Prices Very Much Agree
The PPI estimate for China was not a fifth straight -5.9%, instead the estimate for January 2016 was -5.3%; not appreciably different but at least not blatantly sticking with a single number. China’s...
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What Actually Is Transitory
The end of the week finds the initial release of “flash” PMI readings across much of the world. In what will be surprising only to economists and policymakers, the commonality is “slowing.” It is never...
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Global PMI’s ‘Languish’
From the orthodox binary view, PMI’s aren’t making any sense. Convention currently dictates that the economy must be growing, and where not moving unambiguously toward recession. Translating those...
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What Happened To The iPhone?
When Apple first came out with the iPhone in 2007, it was truly a revolutionary product. Even for those of us who hadn’t been impressed with Apple’s computers had to tip our caps to Steve Jobs (and...
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Global PMI’s Hang In There And That’s The Bad News
At this particular juncture eight months into 2018, the only thing that will help is abrupt and serious acceleration. On this side of May 29, it is way past time for it to get real. The global economy...
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Fear The L
It’s one thing if China registers a low ceiling or Brazil. That wasn’t going to be possible this time in the developed world. Europe and the US were finally going to lead. That’s what they said last...
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Lumbering Economy And The Curves Behind Transitory Inflation
While capital “E” economics can never seem to get out of its own, infatuated with statistics and regressions instead, small “e” economics is proven time and again. Simple supply and demand curves...
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