A very interesting blog post from a good economics blog, Zero Hedge. Although contemporaneous estimates of output gaps are somewhat elusive, the broad picture is clear: a growing portion of the global economy is facing inflation risks and the bulk of developed economies is no longer in the deflation danger zone. This uneven dynamic distributionContinue reading “Multi-Speed Recovery”
Category Archives: Brazil
Brazil’s agricultural miracle
The Economist has a briefing on Brazilian farms. Even more striking than the fact of its success has been the manner of it. Brazil has followed more or less the opposite of the agro-pessimists’ prescription. For them, sustainability is the greatest virtue and is best achieved by encouraging small farms and organic practices. They frownContinue reading “Brazil’s agricultural miracle”
Consumer spending firm in the third quarter
Very good news were out today. Credit conditions are strong, along with solid job creation, and rising real income.Car loans are up 16% according to a report released today on consumer spending. Lending to individuals maintained a solid pace in July, with daily average concessions jumping 1.3% over June, adjusting for inflation and seasonality. ThisContinue reading “Consumer spending firm in the third quarter”
Where do you see Brazil in 10 years?
Mark Mobius answers this question in a blog post. Can you comment on Brazil? Where do you see Brazil 10 years from now? – James, United States Brazil is a key producer and exporter of commodities. Strong commodity prices associated with a solid domestic demand for goods and services have been key drivers of itsContinue reading “Where do you see Brazil in 10 years?”
GDP growth in Germany due to sales of luxury goods in Brazil, India, China
The Economist notes “supercharged Germany” selling to increasingly rich in Brazil, India, China. Contrast America’s woe with Europe’s renewed hope. Figures published after The Economist went to press were expected to show that the euro area’s economy grew faster than America’s in the second quarter, thanks largely to supercharged Germany. Booming sales to fast-growing emergingContinue reading “GDP growth in Germany due to sales of luxury goods in Brazil, India, China”
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