In this report, we analyze Canada's economic health, its long-term fiscal challenges and examine whether the nation is experiencing a real estate bubble. In this part of the discussion, we dissect the...
Read moreAfter nearly four years of harsh economic consequences, we have seen little if any progress by the criminal puppets in Washington. Despite the continuous lies from a variety of partisan sources, th...
Read moreIn past issues of this publication we have discussed numerous variables we look at when forecasting the market. Our work in market forecasting is but one component of the design and implementation of...
Read moreMorgan Stanley recently downgraded its forecast for 2012 global growth to 3.5% from 3.8%. Remember in August, Morgan Stanley cut its global forecast for GDP growth down to 3.9% (from 4.2%) and 3.8% (f...
Read moreIt took quite a long time for Washington to finally concede something that was apparent; the nation’s excessively high unemployment rate would remain elevated for several years. But their admiss...
Read moreAccording to the U.S. Census, in the first quarter of 2010, nearly half of the population (48.5%) lived in a household that had at least one member who received some kind of government benefit. This r...
Read moreThe incompetence of Washington was most recently demonstrated by the debt ceiling drama. Now the dog-and-pony show staged by the ECB, EU and IMF has added to waning consumer and investor sentiment acr...
Read moreOver the past several weeks, the media has had a field day covering the debt ceiling talks between both political parties. It’s been dominates news headlines for more than a month. Prior to the...
Read moreAlthough the global economy has mounted a superficial rebound from the trough hit in 2009, increasing risks remain, both intermediate- and longer-term. The intermediate-term risks are based primari...
Read moreBelow we have posted the most recent revisions to economic data, including estimates through 2011 (Japan and Spain) and 2012 (U.S. and China). It will be interesting to see when the IMF decides to iss...
Read morePlease see the PDF below. Alternatively, you can read this report on the new site. ...
Read moreI have discussed the fact that the recession which officially began in December 2007, has not yet ended. Anyone who claims otherwise is either a hack or else has no idea what is going on. As the eco...
Read moreOver the past few months I have been discussing my view that Wall Street analysts and economists, and global economic consortiums such as the IMF have been underestimating the impact of the earthquake...
Read moreMore Signs of Inflation Pressures in the U.S. The PPI rose 1.6% in February, well above the consensus of 0.7%. The bulk of the upside surprise was due to a 3.9% jump in food prices. Notably, the incr...
Read moreRight now I'm focusing on two central bank decisions remaining for this week. The first and most important in my view is that from Brazil. Last week, discussions centered around a 75bp hike. Recall th...
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