http://capital-flow-analysis.com/capital-flow-watch Predicting markets with flow of funds ... Sun, 01 Nov 2009 12:54:21 +0000 http://backend.userland.com/rss092 en According to Federal Reserve Flow of Fund tables for Q2 2009 (F.107 Rest of the World), non-US residents are moving out of US private debt instruments, favoring US Treasuries despite record-low interest rates. The "flight to safety" which started with the Crash of 2009 has accelerated as the economic policies ... http://capital-flow-analysis.com/capital-flow-watch/rest-of-world-flees-us-private-debt-in-q2-2009.html Just in case someone might have missed the news ... the Federal Reserve Flow of Funds accounts for Q2 2009, places the US fiscal deficit (annual basis) at $1,294.9 billion. (Table F.106 Federal Government, line 17, Net Federal Government Saving NIPA basis) This "Obama Deficit" is about six times the ... http://capital-flow-analysis.com/capital-flow-watch/obama-fiscal-deficit-soars-six-fold-dollar-plunges.html According to the Federal Reserve flow of funds accounts (Release Z.1), the long-term rise in US exports was reversed decisively in the first half of 2009. The following graph shows the dollar export trend in the context of rising and falling values of the US dollar versus currencies of major US ... http://capital-flow-analysis.com/capital-flow-watch/falling-dollars-and-falling-us-exports-q2-2009.html The value of the US dollar, along with the value of other currencies, has been declining for over 75 years, since Franklin Delano Roosevelt suspended conversion of US Treasury Bills into gold. The US trade deficit has been building steadily since 1971, when President Nixon cut the final ties to ... http://capital-flow-analysis.com/capital-flow-watch/bushs-folly-obamas-coup-de-grace-osamas-victory.html The US Federal Reserve flow of funds accounts for Q2 2009 provide a clear explanation of the causes of the recovery in stock prices in the first half of 2009. These statistics show a pattern of behavior quite different from that which has prevailed since 1982. It is too ... http://capital-flow-analysis.com/capital-flow-watch/what-caused-us-stock-prices-to-rise-in-early-2009.html The Federal Reserve flow of funds accounts for US Households (Table F.100) clearly reveal the forces that drove the recovery in equity prices in the first half of 2009. By comparing the flow of funds in the year 2007 (at the top of the bubble), with the flows in Q2 2009, ... http://capital-flow-analysis.com/capital-flow-watch/individual-investors-push-stock-prices-up-in-q2-2009.html The Federal Reserve Flow of Funds Accounts for Q2 2009 showed a positive net issuance of Non-farm Non-financial Corporate Equities at an annual rate of $88 billion (Table F.102). At the same time, cash dividends of this sector fell 22.5%, from the annual rate of $465.8 billion in 2006, to ... http://capital-flow-analysis.com/capital-flow-watch/the-end-of-the-stock-buyback-era-as-of-q2-2009.html The Obama administration has virtually assured the Iranians that they can develop a nuclear bomb and that the US and the rest of the world will do nothing about it. Mahmoud Ahmadinejad, the President of the Islamic Republic of Iran, vilified Israel before the United Nations on September 23, ... http://capital-flow-analysis.com/capital-flow-watch/probability-of-war-between-israel-and-iran-in-2010.html Despite overwhelming votes to cut off funding for ACORN from both Democrats and Republicans in the US Congress in September 2009, there is a real question as to whether such measures are effective or even sincere. The ACORN scandal regarding the prostitution of minors exposed by young reporters Hannah Giles and ... http://capital-flow-analysis.com/capital-flow-watch/why-congress-cant-and-wont-kill-acorn.html On Sunday, September 20, 2009, the US President asked to be interviewed on five political news channels in one day: CNN, ABC, NBC, CBS, and Univision. This followed his request to address a joint session of Congress on September 9, 2009 (preempting prime time advertisers) and preceded his scheduled hour-long ... http://capital-flow-analysis.com/capital-flow-watch/obamas-sunday-blitz-and-the-decline-of-the-main-stream-media.html