America's Economic Future – A Discussion By Ted Kavadas
Shortly after each monthly employment report I have been posting a continual series titled “3 Critical Unemployment Charts.” Of course, there are many other employment charts that can be displayed as well. For reference purposes, below are the U-3 and U-6 Unemployment Rate charts from a long-term historical perspective. Both charts are from the St. …
As I have commented previously, as in the October 6, 2009 post (“A Note About Unemployment Statistics”), in my opinion the official methodologies used to measure the various job loss and unemployment statistics do not provide an accurate depiction; they serve to understate the severity of unemployment. However, even if one chooses to look at the …
While I do not agree with the current readings of the measure – I think the measure dramatically understates the probability of deflation, as measured by the CPI – the Federal Reserve Bank of Atlanta maintains an interesting data series titled “Deflation Probabilities.” As stated on the site: Using estimates derived from Treasury Inflation-Protected Securities …
On October 17, 2011 I wrote a post titled “Danger Signs In The Stock Market, Financial System And Economy.” This post is a brief 30th update to that post. My overall analysis indicates a continuing elevated and growing level of danger which contains many worldwide and U.S.-specific “stresses” of a very complex nature. I have written numerous …
On November 7, the Zillow Q4 2013 Home Price Expectations Survey results were released. This survey is done on a quarterly basis. An excerpt from the Press Release: The survey of 108 economists, real estate experts and investment and market strategists was sponsored by leading real estate information marketplace Zillow, Inc. and is conducted quarterly by Pulsenomics …
Here are three charts from the St. Louis Fed depicting the velocity of money in terms of the MZM, M1 and M2 money supply measures. All charts reflect quarterly data through the third quarter of 2013, and were last updated as of November 7, 2013. As one can see, two of the three measures are at all-time …
On March 28, 2011 I wrote a post (“The STLFSI“) about the St. Louis Fed’s Financial Stress Index (STLFSI) which is supposed to measure stress in the financial system. For reference purposes, the most recent chart is seen below. This chart was last updated on November 7, incorporating data from December 31,1993 to November 1, …
Starting on May 3, 2010 I have written posts concerning the notable divergence that has occurred between the S&P500 and Chinese (Shanghai Composite) stock markets. The chart below illustrates this divergence; it shows the S&P500 vs. the Shanghai Composite on a daily basis, since 2006: (click on chart to enlarge image)(chart courtesy of StockCharts.com; chart creation and annotation by …
On November 5, Gallup released the poll results titled “U.S. Economic Confidence Plunges in October.” The subtitle is “Sixteen-point drop to -35 is sharpest in any month since Gallup Daily tracking began.” Notable excerpts include: Americans’ confidence in the U.S. economy sank for the month of October amid the partial U.S. government shutdown and partisan bickering …
U.S. Dollar weakness is a foremost concern of mine. As such, I have extensively written about it. I am very concerned that the actions being taken to “improve” our economic situation will dramatically weaken the Dollar. Should the Dollar substantially decline from here, as I expect, the negative consequences will far outweigh any benefits. The negative impact of a substantial …