Japan’s Last Stand - Portent Of Keynesian Collapse
Article By:
Tyler Durden
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Tuesday, November 18, 2014 1:37 PM EDT
If the BOJ can just move prices up for long enough, people will start to demand higher wages while companies will gladly accede, since they will be able to count on the Bank printing enough new money for them to meet the extra expense.
Great Graphic: Woman Participation In The Labor Force
Article By:
Marc Chandler
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Tuesday, November 18, 2014 10:26 AM EDT
The issue is that many countries want to grow faster. Some structural changes are needed. Many countries are not making the most of what economists have become fond of calling "human capital".
Morning Call For Nov. 18, 2014
Article By:
Jim Van Meerten
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Tuesday, November 18, 2014 8:08 AM EDT
December E-mini S&Ps (ESZ14 -0.04%) this morning are down -0.07%, although European stocks are up +0.89% after German investor confidence rose more than expected to a 4-month high.
Dollar Broadly Mixed As Corrective Forces Try To Take Hold
Article By:
Marc Chandler
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Tuesday, November 18, 2014 6:59 AM EDT
The overall theme today appears to be one of consolidation, encouraged by European data, which included a slightly higher than expected UK CPI and a considerably better German ZEW survey.
Japan Slips Into Recession
Article By:
Daily Forex
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Tuesday, November 18, 2014 6:31 AM EDT
Japanese PM Shinzo Abe has made restoring the Japanese economy to significant growth and the ending of a 20 year run of deflation the priorities of his administration.
Financial Repression Authority With Michael Pento
Video By:
Gordon T Long
Watch
Tuesday, November 18, 2014 5:11 AM EDT
Financial repression is any attempt by government to make sure debt service payments remain serviceable. Video length 18:50.
Fed Inflation Barometer Tumbles To Lowest Since 2008
Article By:
Tyler Durden
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Tuesday, November 18, 2014 4:29 AM EDT
Despite The Fed's Jim Bullard proclaiming last week that inflation expectations had rebounded (by which we assumed he meant the Dow), 5-year forward 5-year inflation expectations just dropped in the US to the lowest since 2008.
The Bad News Bears
Article By:
Vivian Lewis
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Tuesday, November 18, 2014 4:19 AM EDT
Realistically, a 5% tax rise should prompt a 5% spending cut, with the earning power lost to inflation adding more belt tightening. You can't squeeze blood from a stone. Workers have no money.
In this article: BLX, BNS, EC, GSK, NOK, NVS, PBR, PT, SAN, SLB, SNY, VOD, ATONY, GBTZF, GTOMY, PPEHF, TRYIY, DWA, INFY, TEVA, RBGLY, ABGB
The Japanese GDP Release: The Bad And The Not So Bad
Article By:
Menzie Chinn
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Tuesday, November 18, 2014 3:34 AM EDT
Instead of a 0.2% q/q increase as in the WSJ survey, GDP declined 0.4%. It’s pretty bad news, but here are a couple of observations.
Vacuous Blabber Association Meets In Brisbane
Article By:
Acting-Man
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Monday, November 17, 2014 4:27 PM EDT
The G-20 met in Brisbane again this weekend for a shrimp-fest at reportedly considerable cost to tax payers (it cost more than $400 million and shut down an entire city for the best part of a week).
Pressures On US Economy Just Increased
Article By:
Lance Roberts
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Monday, November 17, 2014 2:00 PM EDT
The U.S. economy would likely be unable to meet current estimates of sustained and robust economic growth of 3% or more due to the global slowdown.
Chinese Inquiries On U.S. Real Estate Soar 35% After Easing Of Visa Rules
Article By:
Michael Krieger
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Monday, November 17, 2014 1:48 PM EDT
In a nation in which 1 out of every 3 homes is unaffordable, you’d think the primary goal of public policy wouldn’t be to ensure real estate becomes even more out of reach for the average citizen.
Gold Peeks Above Resistance
Article By:
Acting-Man
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Monday, November 17, 2014 12:15 PM EDT
Gold has taken a positive initial step, but a little bit more evidence is required from a technical perspective to confirm that a durable trend reversal is in place.
In this article: GLD
Dealing With The Fallout From U.S. Policies
Article By:
Angry Bear
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Monday, November 17, 2014 11:54 AM EDT
Changes in economic volatility, as measured by the VIX, are the “dominant driver of capital flows to emerging markets” during periods of global financial stress.