Information about finance, the economy and business. Entertaining and informative. Seeking Alpha Certified Mark Sunshine Chairman & CEO

Category Archive: Economic Statistics

  1. The Inflation Monster Is Tame

    Despite the quick run up in gaso­line prices, the U.S. econ­omy isn’t about to be eaten by the infla­tion mon­ster. While it is a good bet that some­time in the next few years the Fed will have to deal with ris­ing infla­tion, now isn’t the time to change mon­e­tary pol­icy in an effort to slay […] [read full story]

    Posted in: CPI, Deflation, Economic Statistics, economy, Finance, Inflation, M2, Monetary Policy, Oil, Public Policy
  2. Renminbi to Replace the Dollar as King of Currencies? Not Likely

    There is a lot of spec­u­la­tion that the dol­lar is los­ing ground to the Chi­nese ren­minbi and that sooner or later the Fed will share the global stage with Chi­nese mon­e­tary author­i­ties. Chi­nese gov­ern­ment offi­cials and Jere­miad west­ern eco­nomic fore­cast­ers who claim that the ren­minbi will replace the dol­lar as the world’s pre­mier cur­rency cer­tainly […] [read full story]

    Posted in: China, Economic Statistics, economy, Finance, M2, Monetary Policy, Money Supply, Public Policy, Seeking Alpha, Trade, Trade Finance
  3. The Economy’s Shape Is A Mystery That Isn’t Important To Solve

    Today Cather­ine Ram­pell of the New York Times authored a story in the Week in Review that quoted an econ­o­mist who stated there are “as many views of the econ­omy going for­ward as you have let­ters of the alpha­bet to describe the recov­ery”.  I was dis­ap­pointed by the arti­cle because rather than focus­ing on the […] [read full story]

    Posted in: Credit Crisis, Economic Statistics, economy, Finance, New York Times, Public Policy
  4. Who Owns The Derivatives Market –Industry Concentration Takes On A New Meaning

    The entire debate about the reg­u­la­tion of deriv­a­tives con­tracts takes on a new mean­ing in light of the OCC’s Quar­terly Report on Bank Trad­ing and Deriv­a­tives Activ­i­ties, Sec­ond Quar­ter 2009. The OCC (Office of the Comp­trol­ler of the Cur­rency) pub­lishes all sorts of inter­est­ing reports and hand­books that are largely over­looked by the media. And, the Deriv­a­tives Report is one of those OCC reports that almost no one seems to look at or care about. [read full story]

    Posted in: BANKS, Credit Crisis, Credit Default Swaps, Economic Statistics, Finance, Politics, Public Policy, REGULATION, Regulatory Reform
  5. And Now For Some Really Bad Economic News…

     The U.S. econ­omy has a long way to go before the eco­nomic recov­ery will be either sus­tain­able or robust.  Mon­e­tary indi­ca­tors don’t look good and are once again get­ting worse.  I am con­cerned that the finan­cial sys­tem hasn’t recov­ered enough for the Fed­eral Reserve to with­draw from its pro­gram of quan­ti­ta­tive eas­ing.   While most of the […] [read full story]

    Posted in: BANKS, Credit Crisis, Economic Statistics, economy, Federal Reserve, Finance, Liquidity Trap, M1, M2, Monetary Policy, Money Supply, Politics, Public Policy
  6. $11 Trillion In Debt — Who Cares? – A Guest Post By James Sunshine

    OK…I confess…James Sun­shine is my son. He is a fresh­man at Emory Uni­ver­sity and wrote the below op/ed for the Emory Wheel. Of course I am very proud of his work. He says that he writes bet­ter than his Dad and that he is smarter. What do you think? He may be right!! As the national […] [read full story]

    Posted in: China, Economic Statistics, economy, Finance, Guest Blog, James Sunshine
  7. W, V, U, L or Z: What Direction Is The Economy Going?

    Almost every day I am asked about the eco­nomic recov­ery and whether or not it is sus­tain­able.  Peo­ple ask because there is a con­stant bar­rage of eco­nomic pre­dic­tions by econ­o­mists that pre­tend that they know what will hap­pen in the future even thought they still can’t fig­ure out what hap­pened in the past.  Lis­ten­ing to econ­o­mists […] [read full story]

    Posted in: Economic Statistics, economy, Public Policy
  8. The Hyper-Inflation Myth

    Con­ven­tional wis­dom is that the Fed’s print­ing presses are run­ning over­time and the econ­omy is awash with liq­uid­ity.  Just yes­ter­day the National Asso­ci­a­tion for Busi­ness Eco­nom­ics reported that almost half the econ­o­mists they sur­veyed believed that Fed­eral Reserve Pol­icy is infla­tion­ary.  Too bad the NABE sur­veyed econ­o­mists and con­ven­tional wis­dom are wrong. Econ­o­mists, pun­dits and jour­nal­ists […] [read full story]

    Posted in: BANKS, Economic Statistics, economy, Federal Reserve, Finance, Inflation, monetary policy, Money Supply
  9. What If The Fed’s Isn’t Printing Money Like A Drunken Sailor?

    What if con­ven­tional wis­dom about the Fed is wrong and it isn’t print­ing money like a drunken sailor? Well…that would make most of the media cov­er­age of the bond mar­ket and the econ­omy wildly off the mark. As it turns out while media talk­ing heads were rant­ing about how the Fed was run­ning their print­ing presses […] [read full story]

    Posted in: Bernanke, Brad Setser, Economic Statistics, Federal Reserve, Finance, M1, M2, M3, monetary policy, Money Supply, Politics, Public Policy