manufacturing

Stratfor: Manufacturing Is A Campaign Promise That Trump Cannot Keep

By / 2 Comments / 11 November 2016

Summary: Trump made big promises during the campaign. Now they come due. Some solutions will be difficult, some unconstitutional, some impossible. Stratfor explains how his promises about manufacturing and trade are the latter. America’s businesses are enmeshed in the world economy, a world regulated by a web of treaties. Stepping out of those without ripping …

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Mining and manufacturing are in recession. Will America follow?

By / 11 Comments / 15 May 2016

Summary: The mining and manufacturing sectors of the US economy have rolled over. Perma-bear websites publish lurid descriptions of the horrific effect this will have on the US economy. What’s the truth? {2nd of 2 posts today.} (1) The manufacturing collapse Perma-bears often describe the manufacturing sector as in a downturn, sometimes as in a …

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Hold the hysteria. The US economy is OK, so far.

By / 2 Comments / 15 May 2016

Summary: The economy is slowing. We are probably not in a recession, let alone beginning the end times depression doomsters have so often predicted. On the other hand, continued slowing seems likely, and a little more and we will have a recession. Let’s look at some key indicators.  {First of two posts today.} Contents Manufacturing; …

Hold the hysteria. The US economy is OK, so far. Read More »

The hidden message in the jobs report: rising inequality now a structural feature of America.

By / 12 Comments / 8 March 2015

Summary: Journalists often report news as a horse race. For example, did a Dem or GOP win the election?  This obscures important trends showing the changing nature of America. So it is with the December jobs report. Looking below the headlines shows that years of conservatives’ work has produced a new America, one with increasing …

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How strong is the US economy? Let’s look at drivers of growth!

By / 4 Comments / 30 September 2014

Summary: The previous post about the economy examined the odds of recession. Today’s let’s take a more granular look at the economy. In the first half of the year the US economy expanded (GDP) at 1.4% (SAAR). Faster than Q4 (near-zero), but well below the 2% stall speed. Yet most economists expect acceleration in the …

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