GARY SHILLING DEFLATION PDF

Bullet-point notes from January 28, conference call: A. Gary Shilling — Where we are today: We still have weakness in every aspect of the economy, except for the consumer. It is the only sector of the economy holding up. No current sign of recession. But there is a great divide between income and assets in this country.

Author:Maukree Gogis
Country:Solomon Islands
Language:English (Spanish)
Genre:Automotive
Published (Last):22 August 2006
Pages:15
PDF File Size:18.59 Mb
ePub File Size:17.43 Mb
ISBN:125-5-23338-671-9
Downloads:19393
Price:Free* [*Free Regsitration Required]
Uploader:Brashicage



Your article was successfully shared with the contacts you provided. He correctly forecast In the early s that runaway inflation was ending and in the early s that a subprime mortgage bubble was growing. Now Shilling says the slowing global economy is heading toward a period of deflation and likely recession, which will harm highly leveraged individuals and corporations, emerging market equities, commodities and multinationals.

Indeed, the Federal Reserve Bank of New York recently reported that a record 7 million Americans, many subprime borrowers, are at least 90 days late on their auto loan payments,.

He says the yield on the year Treasury may drop from around 2. In his latest monthly insight report, Shilling spells out the multiple sources of deflation, most relating to long-term trends, including those below. Globalization and wages. In the U. Slowing global economy and increasing odds of a global recession. Forecasters surveyed by the European Central Bank cut their forecast for eurozone growth from 1.

The German government slashed its growth forecast for this year from 1. In addition, U. Weaker commodity prices. Slowing global economic growth is pushing down commodity prices.

Falling drug prices. In addition, Amazon could potentially enter the market, putting even more pressure on prices, and the White House has said it wants to cut prices that Medicare pays for drugs and require drug companies to include prices on the TV ads, writes Shilling.

Deflating financial services costs. The trend that begin in when the New York Stock Exchange ended fixed commissions has accelerated, according to Shilling.

MAGE THE AWAKENING TOME OF THE WATCHTOWERS PDF

Gary Shilling

Thank you for sharing! Your article was successfully shared with the contacts you provided. A stronger drift away from free foreign trade and globalization toward protectionism. The lack of a global response to the coronavirus despite its global spread exemplifies the acceleration of this shift. Photo: Shutterstock 2. Bigger inventories to avoid temporary shortages, reversing the low inventories and just-in-time deliveries of manufacturing components that dominated business production before the virus. Photo: Shutterstock 3.

LEI 11284 DE 2006 PDF

12 Changes to Economies, Markets Once Virus Defeated

Your article was successfully shared with the contacts you provided. He correctly forecast In the early s that runaway inflation was ending and in the early s that a subprime mortgage bubble was growing. Now Shilling says the slowing global economy is heading toward a period of deflation and likely recession, which will harm highly leveraged individuals and corporations, emerging market equities, commodities and multinationals. Indeed, the Federal Reserve Bank of New York recently reported that a record 7 million Americans, many subprime borrowers, are at least 90 days late on their auto loan payments,. He says the yield on the year Treasury may drop from around 2. In his latest monthly insight report, Shilling spells out the multiple sources of deflation, most relating to long-term trends, including those below.

LAUREN BURD FOREVER FREE PDF

Gary Shilling: 5 Warning Signs Deflation Is Coming

Investment strategies that worked in the sss boom years will not work in this decade. Filled with in-depth insights and detailed advice, this timely guide lays out the case for why investors need to be prepared for a long period of weak growth and deflation—not inflation—and what you can do to prosper during this time. Also available on amazon. He shows investors how to craft a portfolio that will shield their capital from loss as it continues to increase their wealth in deflationary times. Available on amazon. Some of these Commentaries are serious, some are whimsical, some will provoke thought. Some will make you laugh, some will make you nod your head in agreement, and some may even make you shake your head in disbelief.

Related Articles