Interesting analyses and charts. We are not certain, whether we can already talk of a "post stimulus economy":
Outlook on the Market, JP Morgan Private Bank, Jan. 1, 2012
Keywords: Market Outlook 2012, Economic Forecasts more »
Morgan Stanley: Global Economic Forum, 2012 Outlook
..."Our base case assumes that European governments make a big step towards fiscal integration soon that stabilises confidence, and that US Congress extends most of this year's stimulus"....
"We a… more »
Austrian economists expect that unproductive, leveraged investments that have been made during the non-paralleled stimulus face will sooner or later cause problems. WSJ: China's Hard Landing; The state-led growth model is leading the country into tro… more »
Good article of Barry Ritholtz in The Washington Post. Deteriorated infrastructure has to be fixed! This is not an ideological issue!
The Washington Post: Repairing infrastructure can help repair economy, Oct. 22, 2011
Related:
MarketObservation… more »
Veronique de Rugy and Matthew Mitchell, Would more infrastructure spending stimulate the economy?, Mercatus Center, George Mason University, September 2011Keywords: Infrastructure Spending, Stimulus more »
BusinessWeek: Keynes, Hayek Preside at Jobs Debate: Caroline Baum, Sept. 30, 2011
Keywords: US Economy, Global Economy, Unemployment, Jobs Debate, Stimulus, Economic Policy more »
The New York Times published a fascinating article by Berkeley's Robert Reich about "the limping middle class". The article refers to Moody's research, which says that 5 percent of Americans with the highest incomes now account for 37 percent of all cons… more »
James Hamilton brings it to the point: we won't be able to solve the economic problems (esp. public debt problems) in the short run. However, it would be important for markets to know that there is a political consensus of how to do it. Businesspeople in… more »
Wir haben kurz nach Ankündigung des CHF 2 Mia. Stimulierungspakets des Bundesrates festgehalten, dass eine heftige Verteildiskussion stattfinden wird. href="http://www.marketobservation.com/blogs/index.php/2011/08/18/allocation-of-latest-swiss-econom… more »
As Switzerland is going through a severe economic period due to the strong Swiss franc, the Swiss Federal Council yesterday decided to provide Swiss franc 2 billion of economic stimulus to the Swiss economy. According to the latest knowledge, beneficiari… more »
An ideological approach to economic policy does definitely not bring us anywhere. A predictable, well balanced policy approach would:WSJ: Five False Premises about Economic Recovery, by Ha-Joon Chang, August 7, 2011Keywords: Economic Policy, Econom… more »
The situation regarding further QE in the US remains unpredictable:
NYT: Bernanke Says Fed Would Consider New Stimulus, July 13, 2011
The Federal Reserve chairman, Ben S. Bernanke, gave a subdued account of the economy’s health Wednesday and said t… more »
The WSJ Blog has a post which shows how government help and wages and salaries developed during the crisis. The author, Kathleen Madigan, states:"Fiscal conservatives, however, don’t want to recognize the importance of government help when it comes t… more »
Spiegel Online International: Germany Blasts Bernanke; Results of Fed Stimulus Could Be 'Horrendous', November 5, 2010German Finance Minister Wolfgang Schäuble has sharply criticized the US Federal Reserve's decision to pump a further $600 billion in… more »
The US economy has been creating private jobs at an above-trend rate for three months now. The news came out after the mid-term elections. The Economist: The economic soft spot is ending, Nov. 5, 2010..."In a week more saturated with political sp… more »
US spend-or-cut debate rages on at World Knowledge Forum in Seoul; Economic heavyweights Professors Paul Krugman and Niall Ferguson clash again over stimulus spending proposals, Oct. 13, 2010Spend or cut? It is a debate that goes to the heart of the… more »
A “strong, balanced, and sustained world recovery” as demanded by the G20 is a daunting challenge for policymakers. This column argues that two rebalancing acts are required: internal rebalancing – replacing government spending with private-sector demand… more »
Billionaire investor George Soros tells CNBC the world is headed toward an economic slowdown in 2011 and politics is going to prevent US leaders from passing much needed fiscal stimulus.
Airtime:… more »