Most recent posts:
China in Continuous PPI Deflation and No Depression In Sight?
Posted:Sun, 09 Aug 2015
Both Chinese PMI and the producer price index (PPI) are in deflation since 2012. This opens a lot of questions about the sustainability of Chinese economic growth, but also about the certain economic theories that consider deflation as a precursor of depression, as it did in the early 1930s. China’s speed of economic growth simply slows, recently to 7%, according to China statistics “China’s Economy Showed Moderate but Steady Growth”.
Posted:Sat, 08 Aug 2015
Many claim that China manipulates its economic data. We explain why the best way not to get caught is to lower the GDP deflator, as lower inflation helps to increase real GDP. Lombard Street Research assumes that Chinese officials followed that approach.
On the United States and Global Macro:
- Global PMI Overview
- Japan Beats the United States in GDP Growth per Capita for Last Decade
- Labor Participation Rates: Falling in the Ageing U.S., Rising in Ageing Germany and Crisis-Hit Italy
- Debt, the Financial Cycle Determinant between 2011 and 2017
- US Economic Indicators
- Don’t Worry, Inflation Will Come Back! It is already there; just not where you might live!
- Government and Public-Sector Employment
- Net National Savings Rate, the Best Alternative Indicator to GDP Growth
- The Great “American” Divide
- Labor Costs to Total Expenses, Global Comparison
- The Wealth Effect: Rising House Prices Sustain Spending
- The Great Disinflation Continues, How Wonderful!
- Net National Savings, Part two: The Consumption-Driven Economies
On Emerging Markets
- Will Chinese Consumption Growth Drive Oil Prices too High for U.S. Energy Independence or Will Shale Production Costs to be Too High?
- U.S. Energy Independence versus the rise of Chinese household and industrial oil demand
- Jim O’Neill’s Bullish BRICS Outlook until 2020 and our Critics
- Emerging Markets and Global Oil Demand
- Will the China Bubble Bust? Pros and Cons
- Can Sanctions Stop Putin? Russian Resource Rent versus Declining Oil Price