Also sprach Analyst

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

United States

Here is the collection of articles related to the US Economy

Economy, United States. 21 December, 2010, 17:38 Chart: Bond market predicts interest rate hike?
Perhaps it is still fashionable to say that interest rates will remain low for longer, the bond market sees it differently.
Economy, United States. 20 December, 2010, 14:28 United States: How broke is the country?
The new 60 minutes episode explores the public finances of states and local governments of the Unted States.
Economy, United States. 19 December, 2010, 22:18 What if US economy really recovered and inflation returned?
Although it is common to assume that the Fed will not raise interest rate any time soon, the most consequential events have been the most unexpected.
Economy, United States. 17 December, 2010, 15:43 US Economy: Tax Cuts deal passed
Bush Tax Cuts extension was just passed. Although recent rise in bond yield looks less than harmful, we have no reason to believe that they will be so.
Economy, United States. 8 December, 2010, 23:59 US Economy: Tax Cuts and Quantitative Easing
When bond yields going up in these two days, I am rather struggling to figure out whether it is the tax cuts, or the failure of quantitative easing, or just a bet of deteriorting public finances.
Economy, United States. 8 December, 2010, 19:44 Ben Bernanke’s not printing money? Here’s what he said 21 months ago
Actually Ben Bernanke agreed that they were printing money, but he is too scared to admit it now.
Economy, United States. 7 December, 2010, 17:56 US economy: Obama vs. Krugman on Bush Tax Cuts
In his effort to persuade President Obama to stay firm against G.O.P.’s blackmailing, Paul Krugman did not live up to his own record.
Economy, United States. 6 December, 2010, 8:46 Ben Bernanke on CBS’ 60 minutes
Excerpt of Ben Bernanke’s interview on CBS’ 60 minutes
Economy, United States. 2 December, 2010, 10:21 US Economy: Conflicting Signals
News and data coming out in the last 48 hours or so are, at best, mixed. At worst, it is just confusing.
Economy, United States. 1 December, 2010, 10:17 US Economy: can you have true recovery with a housing double-dip
With a housing double-dip, the prospect of US economy is getting gloomier.
Economy, United States. 24 November, 2010, 1:47 US Economy: Good or Bad?
Putting the Koreans fighting and Europe crisis aside, how would I say on the fresh economic data from the United States?
Economy, United States. 15 November, 2010, 22:54 Open Letter against the Fed, US Retail Sales better than expected
Retail Sales figure beats estimate, and economists wrote an open letter criticising quantitative easing.
Economy, United States. 12 November, 2010, 11:02 Charts: What has the announcement of QE2 done to the markets?
It seems that the expectation of QE2 did more than the real announcement itself. Whether the actual buying will do anything, well… we will see.
What can the Fed do today?
Economy, United States. 3 November, 2010, 19:00 What can the Fed do today?
Admit it, the Fed is running out of ammunition. The fact that they have to contemplate QE2 is an evidence that it did not work last time. Better don’t place too much hope on QE2.
Economy, United States. 28 October, 2010, 3:16 Cash hoarding and slow investments – evidence for the failure of QE
Data and reports showed that companies in US are hoarding cash and investing very little. This is just another piece of evidence on why QE will not work.
Economy, United States. 27 October, 2010, 0:47 Home prices drop: United States vs. Hong Kong
I thought we might have some more insight by comparing the post-peak home prices movements, but the only insight I have got is: US home prices did not really drop much… compared to Hong Kong.
Economy, United States. 21 October, 2010, 23:49 US leading indicators increased
US leading indicators showed a slow but sustained growth. Stocks gave up earlier gains.
Economy, United States. 21 October, 2010, 8:31 Fed’s Beige Book
At the first glance, it seems to suggest that the economy is growing very slowly.
Perish and Reborn, or half-dead forever
Economy, United States. 19 October, 2010, 16:21 Perish and Reborn, or half-dead forever
Would you prefer being unhealthy for decades, or perish then reborn?
Inflation? Where?
Economy, United States. 19 October, 2010, 8:51 Inflation? Where?
A chart in the paper by Mary Daly at San Francisco Fed is such a revelation.