recession

Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession (McGraw-Hill, 2009). Federal Reserve Chairman Ben S. Bernanke delivered a much-anticipated…

From The Consumer Metrics Institute On July 30th the Bureau of Economic Analysis ('BEA') released its "advance" estimate of the annualized growth rate of the U.S. Gross Domestic Product ('GDP') during the 2nd quarter of 2010. Per…

In a post via John Mauldin, Van Hoisington and Lacy Hunt echo some themes CW presented in January regarding why the NBER has waited to declare an end to recession. See "Is the recession dating committee preparing for a double…

There's a reason economics is called the dismal science, and weeks like this just give it further meaning. In economics, there is what you see and what you don't. This week we are going to examine the headline data we all see and then take…

The following is an excerpt of the Weekly Market Commentary By John Hussman. Based on evidence that has always and only been observed during or immediately prior to U.S. recessions, the U.S. economy appears headed into a second leg of an…

A post by John Mauldin. In this issue: The Risk of Recession The Leading Indicators Are Starting to Turn Terms of Trade and US Real GDP Bernanke at the Crossroads Vancouver, Maine, and San Francisco We are…

A post by Annaly Capital Management Some recent economic data (like today’s downwardly-revised “final” reading on 1Q 2010 GDP) have suggested that the economic recovery is waning. Not surprisingly, talk of additional stimulus has started…

A post by John Tepper of Variant Perception via John Mauldin “My best guess is that we’ll have a continued recovery, but it won’t feel terrific. Even though technically we’ll be in recovery and the economy will be growing, unemployment…

What Happened To The GDII Meme? Early in 2009 I caught an article from the Canadian daily National Post about David Rosenberg and wrote up a post about it. Here's what the National Post wrote: Now, he predicts the carnage will…

Nassim Taleb speaks to the issue I have been addressing here for two years, namely that the problem with our financial system is debt.  There is too much of it. And all the stimulus in the world won't solve that problem.  The…