“Economic Hurricane” – Hyperbole Or Real Possibility?
Written by Lance Roberts | Jun 14, 2022 | EconomicsAn “economic hurricane” is coming. That ominous warning comes from Jamie Dimon, CEO of J.P….
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Social Security: Whistling Past The $96 Trillion Graveyard
Written by Lance Roberts | Jun 10, 2022 | EconomicsSocial Security has a problem. As Democrats push to expand entitlements to include free preschool…
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Recession Warnings Rise, Limiting Fed’s Inflation Fight
Written by Lance Roberts | Apr 25, 2022 | EconomicsRecession warnings are clearly on the rise. Much of the initial media fervor focuses on…
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Bailouts And The Demise Of Capitalism And Free Markets
Written by Lance Roberts | Mar 28, 2022 | EconomicsBailouts are the root cause of the dysfunction of capitalism and the demise of free…
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Recession Risk: Rising Rapidly (Or, Could We Be In One Already?)
Written by Lance Roberts | Mar 18, 2022 | EconomicsRecession risk is rising rapidly. In fact, it is possible that we may already be…
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Oil Spikes And Economic Outcomes
Written by Lance Roberts | Mar 11, 2022 | EconomicsOil spikes have historically negatively impacted economic outcomes. As the chart below shows, oil spikes…
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No. Greedy Corporations Aren’t Causing Inflation
Written by Lance Roberts | Mar 7, 2022 | EconomicsGreedy corporations are not causing inflation. Such is despite the claims of many of those…
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Economic Stagnation Arrives As “Sugar Rush” Fades
Written by Lance Roberts | Feb 14, 2022 | EconomicsEconomic stagnation arrives as expected as the “Sugar Rush“ of liquidity continues to fade from…
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Disinflation Is A Bigger Threat Than Inflation
Written by Lance Roberts | Feb 7, 2022 | EconomicsDisinflation, and ultimately deflation, is a more significant threat than inflation over the next two…
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Wage Increase – The Good, Bad, & Ugly
Written by Lance Roberts | Jan 21, 2022 | EconomicsWage increases are undoubtedly good for workers. However, as we will explore, wage increases are…
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The Fed’s Monetary Policy Has Screwed Americans
Written by Lance Roberts | Dec 6, 2021 | EconomicsThe Fed’s monetary policy has screwed Americans. Such is the basic premise of a recent…
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Inflation vs. Deflation – Which Is The Bigger Threat In 2022?
Written by Lance Roberts | Dec 3, 2021 | EconomicsInflation vs. deflation – while headlines get filled with “inflation” concerns, historical data shows “deflation”…
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Investors Starting To Realize “Stagflation” Is A Problem.
Written by Lance Roberts | Oct 18, 2021 | EconomicsInvestors are slowly waking up to the realization that “stagflation” is a problem. For years, the term “stagflation” has been dismissed like a sighting of “Bigfoot.” However, rising inflationary pressures are now colliding with slowing economic growth.
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The 5000-Year View Of Rates & The Economic Consequences
Written by Lance Roberts | Oct 11, 2021 | EconomicsPreviously we discussed Modern Monetary Theory (MMT) and its one limitation of inflation. However, as is always the case when “theories” collide with “reality,” the tenants of the theory are quickly discarded.
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The Debt Ceiling Non-Crisis & Why Rates Will Fall.
Written by Lance Roberts | Oct 1, 2021 | EconomicsThe financial media is rife with misinformation on the debt ceiling and the jump in…
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The Coming “Reversion To The Mean” Of Economic Growth
Written by Lance Roberts | Sep 24, 2021 | EconomicsFrom stimulus boom to income thud, the coming “reversion to the mean” of economic growth is happening faster than economists expected.
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Expecting “Stimulus?” Household Credit Explodes Higher.
Written by Lance Roberts | Sep 20, 2021 | EconomicsAs stimulus payments ran dry, individuals turned back to spending on credit to make ends meet. Are they more solvent or is it an illusion?
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#MacroView: Deficit Deniers & 40-Years Of Economic Erosion
Written by Lance Roberts | Sep 17, 2021 | EconomicsAfter 40-years of economic erosion, deficit deniers remain. The belief debt and deficits “don’t matter” is only supported by the fact the U.S. economy hasn’t become Weimer, Germany.
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#MacroView: The Insecurity Of Social Security
Written by Lance Roberts | Sep 10, 2021 | EconomicsThe latest report from the Social Security Board of Trustees revealed the vast insecurity of the welfare programs and the problem facing retirees.
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The Data Shows The Fed Is Behind The Surging Wealth Gap
Written by Lance Roberts | Aug 13, 2021 | EconomicsThe data shows the Fed is behind the surging wealth gap. Such is despite protestations “Quantitative Easing” and “Zero Interest Rate Policy” do not affect the financial markets. But is that really the case?
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Was That The Peak Of Economic Growth & Earnings
Written by Lance Roberts | Aug 9, 2021 | EconomicsWas the second quarter the peak of economic growth and earnings? If estimates are correct and the year-over-year “base effect” fades, such suggests risk to current earnings estimates.
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#MacroView: MMT – When Theories Collide With Reality
Written by Lance Roberts | Aug 6, 2021 | EconomicsPreviously we discussed Modern Monetary Theory (MMT) and its one limitation of inflation. However, as is always the case when “theories” collide with “reality,” the tenants of the theory are quickly discarded.
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A Grossly Defective Product. How Strong Is The Economy Really?
Written by Lance Roberts | Aug 2, 2021 | EconomicsThe recent release of the Q2-2021 GDP report, while strong, left much to be desired. Is it really a “Grossly Defective Product” as Paul Wallace once termed it. We look at some alternative measures to judge.
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Krugman’s Delusion: The Difference Of Theory Versus Reality.
Written by Lance Roberts | Jul 30, 2021 | EconomicsIn a recent interview with Business Insider, Paul Krugman’s delusion was evident as the difference between economic theory and reality was on full display.
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#MacroView: Shortest Recession In History Sets Up Next Recession
Written by Lance Roberts | Jul 23, 2021 | EconomicsThe recession of 2020 was the shortest in history. Given the recession was cut short by record interventions the next recession is now advanced.
> Read MoreShedlock: Inflation & Other Wildly Believed Economic Nonsense
Written by Mike Shedlock | Jul 17, 2021 | EconomicsThe CPI Measures Inflation and Other Widely Believed Economic Nonsense
The Fed, mainstream media, and others have a spotlight on the CPI and that’s the wrong spotlight.
#MacroView: Monetary Policy Is Not Expansionary.
Written by Lance Roberts | Jul 16, 2021 | EconomicsMonetary policy is not expansionary despite widespread belief otherwise. We review the actions by the Fed over the last decade and why it isn’t working.
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Infrastructure Spending Could Be Good, But It Won’t Be.
Written by Lance Roberts | Jul 12, 2021 | EconomicsInfrastructure spending can be economically beneficial. But, unfortunately, the type of “spending” the Democrats are proposing will not be.
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#MacroView: Capitalism Does Not Equal Corporatism – Pt. 2
Written by Lance Roberts | Jul 2, 2021 | EconomicsThe problem is continuous interventions to halt the “Darwinian” function of “capitalism.” That brutal process must function; otherwise, it leads to “corporatism.”
> Read More#MacroView: Capitalism Does Not Equal Corporatism – Pt. 1
Written by Lance Roberts | Jun 25, 2021 | Economics“Capitalism” is not the same as “Corporatism.” Yet, whenever you mention capitalism, there is palpable anger that arises from a fundamental widespread belief.
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