Sunday, July 29, 2012

# III Its the "Kondratieff", STUPID!!!!


We really need add nothing to these news articles.  The economies of the world are ineluctably caught in the ‘Death Grip’ of the “Kondratieff’s” first wave - with yet two more waves coming! 

And no one amongst the PEC (Professional Economist Class) has caught on – yet! 

So, I guess we will be posting these “Kondratieff” alerts right into the coming ‘Event Horizon’ of the “Bond Bubble” explosion that will occur in roughly the Winter of 2014/15. 

For a preview of coming ‘Economic Horrors’ to the worldwide economy, and most especially to the devolving and dying US economy, just go to our “Home” page and to our “New Normal” web page at www.polestarcomm.com.

Are you and your company ready and prepared for the economic disasters that are now ordained - by the FED’s totally insane ZIRP - to sweep over all the world’s economies after the “Great Deception of 2012” has pulled all the ‘Sheeple’ into the world’s vastly over-priced stock markets?

Hiring Probably Limited by Slowing Growth: U.S. Economy Preview

Bloomberg; By Shobhana Chandra - Jul 29, 2012 12:00 AM ET
“The pace of hiring in July probably failed to reduce the U.S. jobless rate, which has been stuck above 8 percent for more than three years, economists said before a report this week. . . . 
A payroll increase of 100,000 workers would follow an 80,000 gain in June, according to the median forecast of 68 economists surveyed by Bloomberg News ahead of Labor Department figures Aug. 3
Reserve policy makers will meet ahead of the jobs report to decide whether additional stimulus is needed to combat a slowing economy as Europe’s debt crisis lingers. Companies such as Lockheed Martin Corp. (LMT) are among those warning they’ll have to reduce headcounts later this year in the run up to the so-called U.S. fiscal cliff of automatic tax increases and government spending cuts.
“The pace of hiring is pretty lackluster,” said Omair Sharif, a U.S. economist at RBS Securities Inc. in Stamford, Connecticut. “It’s going to be a painfully slow grind lower on the unemployment rate. Firms have become cautious as the U.S. is slowing a fair bit and global markets are getting worse.”
… “Given that growth is projected to be not much above the rate needed to absorb new entrants to the labor force, the reduction in the unemployment rate seems likely to be frustratingly slow,” Fed Chairman Ben S. Bernanke said in testimony to Congress this month. The central bank is “prepared to take further action as appropriate to promote a stronger economic recovery.”
A Commerce Department report July 27 showed gross domestic product grew at a 1.5 percent annual rate in the second quarter after rising at a 2 percent pace in the first three months of the year.
Americans remained cautious about spending in the final month of the quarter, Commerce Department figures may show on July 31….The soft outlook on employment is damping moods. The Conference Board’s index of consumer confidence fell in July for a fifth consecutive month, the longest period of declines since the first half of 2008, economists forecast before the July 31 report.
… Lockheed Martin, the world’s largest defense contractor, may have to dismiss about 10,000 of its 120,000 employees …“Our best judgment is that we may have to notify a substantially higher number of our employees beginning late in the third quarter of this year that they may not have a job if sequestration takes place,” Stevens said in July in prepared testimony for lawmakers. …

McDonald's and Coca-Cola hit by global slowdown

www.guardian.co.uk; Dominic Rushe; New York; Monday July 23, 2012 

McDonald's, the fast food giant that managed to ride out much of the Great Recession, has been bitten by the global slowdown.
The world's largest hamburger chain said Monday that its net income fell 4% in the second quarter as the dollar strengthened against global currencies. Same store sales have also begun to slow as austerity measures take their toll in Europe and China's economy slows.
The news was a rare slip for McDonald's, which has consistently beaten analysts expectations in recent years, and a worrying sign of trouble in the global economy
Same-store sales at McDonald's - sales at restaurants open at least 13 months - rose 3.7% globally in the second quarter. … But it was a sharp slowdown from the 7.3% increase McDonald's reported in the first quarter of 2012 …”

UPS Cuts 2012 Forecast as Slowing Economy Press Profit

Bloomberg; By Heather Perlberg on July 24, 2012
United Parcel Service Inc. (UPS) (UPS), the world’s largest package-delivery company, cut its full-year forecast after a drop in international package sales dragged quarterly profit below analysts’ estimates.
….UPS, an economic bellwether because it moves goods ranging from financial documents to pharmaceuticals, projects the U.S. economy will grow 1 percent in the remainder of 2012. Premium- product growth will slow as customers opt for less expensive delivery methods, Chief Financial Officer Kurt Kuehn said on a call with analysts and investors.
“International volume is particularly weak,” Kevin Sterling, an analyst at BB&T Capital Markets in Richmond, Virginia, said in a telephone interview. …
…Companywide revenue climbed 1.2 percent to $13.3 billion, UPS said. Growth was slower than last quarter’s 4.4 percent expansion partly because of customers opting for less expensive shipment options.
“The deferred products are still leading the pack,” Logan Purk, an analyst at Edward Jones & Co. in St. Louis, said in a telephone interview. “Clients are still choosing the slower methods of delivery and that is impacting results in terms of yield.” … “

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