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OPEN Commentaries from December 2009
No. 268: Double-Dip in Place
December, 30th, 2009
• Tumbling Real M3 Promises Intensified Depression
• Major Double-Dip Downturn Should Be Obvious by Mid-Year 2010
• Major Double-Dip Downturn Should Be Obvious by Mid-Year 2010
No. 267: Third-Quarter GDP Revision
December, 22nd, 2009
• GDP Growth Still Overstated
• Economic and Liquidity Crises Face New Down-Legs
• GDP Growth Still Overstated
• Economic and Liquidity Crises Face New Down-Legs
No. 266: November CPI, PPI, Production and Housing
December, 16th, 2009
• Bad Seasonals Turn Data Topsy-Turvy
• Annual CPI-U Inflation Jumps to 1.8% (SGS 8.8%)
• November versus October Annual Inflation Swings Positive by 2.0% for the CPI, 4.3% for the PPI
• November Annual Real Retail Sales Were Unchanged
• November Housing “Gain” Statistically Not Different from Zero
• Annual CPI-U Inflation Jumps to 1.8% (SGS 8.8%)
• November versus October Annual Inflation Swings Positive by 2.0% for the CPI, 4.3% for the PPI
• November Annual Real Retail Sales Were Unchanged
• November Housing “Gain” Statistically Not Different from Zero
No. 265: November Retail Sales, Inflation Surge, Data Distortions
December, 13th, 2009
• Renewed Caution on Depression-Warped Data
• November Retail Sales Annual Gain of 1.9% Reflected Return of Inflation
• November Annual CPI Inflation Should Jump by About 2%
• November Retail Sales Annual Gain of 1.9% Reflected Return of Inflation
• November Annual CPI Inflation Should Jump by About 2%
No. 264: November Employment, Monetary Base
December, 4th, 2009
• Employment and Unemployment Not Improving, Despite Distortions from Seasonal Factors and Revisions
• Unemployment Rate U.3 at 10.0% (SGS 21.8%)
• Fed Boosts Monetary Base Anew
• Employment and Unemployment Not Improving, Despite Distortions from Seasonal Factors and Revisions
• Unemployment Rate U.3 at 10.0% (SGS 21.8%)
• Fed Boosts Monetary Base Anew
Hyperinflation Special Report (Update 2010)
December, 2nd, 2009
• Economy and Financial System Face Eventual Great Collapse
• Government and Fed Actions Have Narrowed Hyperinflationary Great Depression Timing to Next Five Years
• High Risk of Ultimate Dollar Crisis Unfolding in Year Ahead
• Government and Fed Actions Have Narrowed Hyperinflationary Great Depression Timing to Next Five Years
• High Risk of Ultimate Dollar Crisis Unfolding in Year Ahead
No. 262: U.S. GAAP Accounting Delayed, Employment Report Outlook
December, 2nd, 2009
• Treasury Delays 2009 GAAP Statement for Two Months
• Employment Conditions Remain Bleak
• Employment Conditions Remain Bleak