Tag Archives: Trade deficit

  • Blog

    The Dollar May Remain Strong For Longer Than We Think

    Why demand for it is higher than other fiat currencies
    by charleshughsmith

    Wednesday, September 17, 2014, 2:50 AM


    I have long been a dollar bull, not for any over-arching reasons based on inflation, deflation, rising geopolitical multi-polarity or any of the other issues that touch on the dollar’s valuation vis-à-vis other currencies. My analysis focuses on a few basics:  the dollar’s status as the global reserve currency, Triffin’s Paradox (a.k.a. Triffin’s Dilemma) and global capital flows into the dollar and dollar-denominated assets such as U.S. Treasury bonds.

    Read More »

  • Blog
    Bruce Rolff/Shutterstock

    When Every Country Wants to Sell, Who Buys?

    The world is trapped in a quest for 'Demand'
    by Gregor Macdonald

    Tuesday, April 22, 2014, 5:14 PM


    Understandably for the US, which sustained a consumption supercycle for several decades, the post-financial crisis period has kicked off a new trend: Americans want to consume less, and make more.

    Americans want to own less stuff, use less energy, and produce their own goods. In short, Americans want to sell

    Read More »

  • Blog

    The Great Baby Boomer Asset Bubble

    by Chris Martenson

    Saturday, April 18, 2009, 4:03 PM


    Below is a Martenson Report from February that I am now making freely available.  I referenced it in today’s Financial Sense Newshour broadcast with Jim Puplava.  

    This report states my arguments for why our experiences with steadily rising asset prices, mainly for stocks and bonds and houses, over the 1980’s and 1990’s may have been as much a function of simple demographic pressures as anything else. 

    It’s worth pondering.  

    Where are we going, and what lies next? To address these questions, we need to know how we got here in the first place.

    I want to share with you an interesting observation that I think will provide great clarity and insight into our current predicament, as well as indicate that our recovery, such as it is, will be protracted and incomplete.

    Read More »

  • Blog

    Daily Digest – Feb 17

    by Davos

    Tuesday, February 17, 2009, 4:26 AM

    • 2008 federal budget deficit was $5.1 trillion, not the $455 billion previously reported by CBO
    • U.S. Government GAAP Accounting Federal Budget Deficits (Chart)
    • Rules often fail us – Financial failures equate to more rules from the toolbox…
    • Legislature adjourns with no budget; governor prepares to lay off 10,000
    • Simon Johnson & Bill Moyers (Repost for anyone who missed it)
    • Capitalism Needs a Sound-Money Foundation
    • Bank of England will buy gilts to boost economy
    • U.S. trade deficit shrinks 4 percent in December
    • Bernie Madoff – Impossible for a violation to go undetected (Video)
    • Feedback loop
    • Hat Tips to CM, Katherine, Denny, PineCarr (pressed for time, didn’t credit each article)

    Read More »

  • Blog

    New Martenson Report Ready – The Great Asset Bubble

    by Chris Martenson

    Sunday, February 15, 2009, 7:48 PM


    A new Martenson Report is ready for subscribers.  It explores the connection between baby boomers, the stock market returns of the 1990’s, bonds, and the trade deficit to make the claim that even if we somehow "fix" the economy here and now, significant headwinds probably remain that will prevent a full return to "how things were."

    Here’s part of the conclusion:

    Most people cannot imagine a future any different from the present. For many people, the coming changes will bring unexpected shock, inconvenience, trauma, or worse. By thinking about these possibilities now and reshaping your expectations of the future, you will be far better prepared for the ride. Some people are already experiencing unexpected and perhaps unwelcome challenges in their lives due to the economic transition that is already beginning to play out. At this point, not many are expecting change to be imposed upon them, and even fewer have thought about where this change will carry them. But some have thought about it, and making even simple changes to how you think about the future can be…well, a sound investment.

    Link to The Great Asset Bubble


    Read More »