Credit Writedowns » reflation

Food insecurity: alternative measure of economic distress skyrockets

Edward Harrison — Tue, 17 Nov 2009 19:48:53 +0000

The US Department of Agriculture highlights how the United States in the last decade, despite increased aggregate wealth, slid back significantly in terms of food insecurity as measure of poverty. With everyone now focused on the unemployment situation, it bears noting that even before the downturn in the economy there had been a large surge

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Ten lessons from financial crisis investors will soon forget

Edward Harrison — Fri, 13 Nov 2009 01:28:09 +0000

A friend sent me the following presentation earlier in the week when I was feeling a bit ill. So I neglected to post it. But, I want to return to it because it is in keeping with my recovery/depression theme. These are the issues that were complicit in the latest financial crisis and almost none

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China: reflation play spells trouble for rest of the world

Marshall Auerback — Tue, 03 Nov 2009 18:57:19 +0000

Marshall Auerback here. You saw Ed’s last post on China, quoting from Peter Tasker, one of the top analysts in Japan when I lived there. I take Peter’s insights very seriously. His analysis implies something a lot moreregarding currencies, trade and credit. China’s bank credit expansion is so great that even if nominal GDP is

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Reflation watch hedge fund edition

Edward Harrison — Tue, 03 Nov 2009 01:31:00 +0000

Here’s another bullet point in our ongoing tally of reflation indicators. It’s the return of risk in the form of start-up hedge funds (John Meriwether included). From the FT: Hedge fund launches are growing in size and number after months of subdued activity in the wake of the collapse of Lehman Brothers last year. The

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Way too much risk in the equity market

Edward Harrison — Fri, 18 Sep 2009 15:13:39 +0000

Following up on my “Sell equities” post, I want to highlight a factoid from today’s David Rosenberg’s Breakfast with Dave distribution. Never before has the S&P 500 rallied 60% from a low in such a short time frame as six months. And never before have we seen the S&P 500 rally 60% over an interval

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Quantitative easing: printing money like mad to ward off deflation

Edward Harrison — Mon, 01 Dec 2008 04:00:00 +0000

In economic circles, there has been a lot of buzz about Quantitative Easing of late. Basically, the U.S. Federal Reserve has lowered interest rates to near zero percent and the fear is that these cuts will not have enough effect on the willingness to lend in order to reflate the U.S. economy. Therefore, the Fed has decided to take more draconian measures, one of which is Quantitative Easing, flooding the economy with money

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