Category Archives: Economics

Why Debt-To-Income Ratios Are Worse Than They Appear

Written by Lance Roberts | Oct 26, 2020

One of the arguments that consumers remain health is that “debt-to-income” ratios are at 40-year lows. Unfortunately, it is an illusion caused by the rising “wealth gap” in America by the top-10% of income earners.

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#MacroView: Policies Over Politics. Whoever Wins, We All Lose

Written by Lance Roberts | Oct 23, 2020

While you are likely confident why your candidate is the best choice, and the opposition is the worst, when it comes to economic prosperity and the financial markets, it is generally better to focus on the “policies,” and not the “politics.”

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The K-Shaped Recovery. A “V” For Some, Not For Most.

Written by Lance Roberts | Oct 12, 2020

Economists have come up with every variation of applying a letter of the alphabet to the economic recovery. Whether it’s an “L,” a “W” or a “V,” there is a letter that suits your view. But what is a “K”-shaped recovery?

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Seth Levine: “Will NYC Die?” It’s Up To You.

Written by Seth Levine | Sep 24, 2020

For now, my life depends on NYC’s fate. I neither want to witness its destruction nor miss its renaissance. This is a trade I want to get right. So what’s it going to be New York? It’s up to you (us).

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Two Economies: One Growing, the Other Declining

Written by Patrick Hill | Aug 29, 2020

We have two economies interlocked but separated by contrasting sets of life experiences. One lives in relative peace, and prosperity. The other is stressed, financially insecure, and virus vulnerable.

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Tytler Cycle & Why More Government Help Leads To Less

Written by Lance Roberts | Aug 17, 2020

Seven words have been the hallmark of every socialist and communist system: “I’m the Government, I’m here to help.” We review of the Tytler cycle and why more Government help, always leads to less prosperity and freedom.

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The Decade Long Path Ahead To Recovery – Part 2 Depression

Written by Michael Lebowitz and Jack Scott | Aug 11, 2020

Government spending comes at a cost in the future. The effects of the rest of the economy are likely to hit much sooner. The bottom line- the recession or depression will have a lasting and negative effect on growth for years to come.

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The Difference Between Good Economics And Bad

Written by Michael Lebowitz and Jack Scott | Aug 4, 2020

Markets are more fragile today because of a hovering Fed parent, shielding investors from every hazard. The second and third-order effects continue to evolve, but the volatility in the first quarter offered a glimpse of disturbing possibilities.

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Shedlock: Unprecedented Recession Synchronization

Written by Mike Shedlock | Jul 23, 2020

Lacy Hunt at Hoisington Management explains the deflationary consequences of the current global situation in its Second Quarter 2020 Review. Hunt commented on the four economic challenges central bankers face in a globally synchronized recession.

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Shedlock: Millennial Renters Abandon Their Home Buying Plans

Written by Mike Shedlock | Jul 16, 2020

Many renters who were in the market to buy a home pre-Covid just threw in the towel. 43% of prospective home buyers who said they changed their plans quoted economic uncertainty as the top reason for doing so, followed by loss of income as the second most cited reason.

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