Category Archives: Economics

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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#MacroView: Is The Fed Walking Into A Trap?

Written by Lance Roberts | May 22, 2020

Currently, the Fed is injecting liquidity into the markets and economy at a record pace. While liquidity does have positive short-term benefits, is the Fed walking into a trap?

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Did The Fed Over-React To A “Natural Disaster?”

Written by Lance Roberts | May 18, 2020

There are two different types of “recessionary” events that occur throughout history. “Business cycle” recessions, and “event-driven” recessions. Is it possible the Fed over-reacted to a natural disaster?

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