SGS, John Williams: Review of Economic, Systemic-Solvency, Inflation, U.S. Dollar and Gold Circumstances

This Special Commentary was published to SGS Newsletter subscribers in June of this year.  SGS are opening this up to the public now, and you may find it of interest.  It can be found here:

SGS No. 445: SPECIAL COMMENTARY
Review of Economic, Systemic-Solvency, Inflation, U.S. Dollar and Gold Circumstances
June 12, 2012

• Economic and Systemic Crises of 2007/2008 Continue
• Don’t Blame the Economy on Europe
• Global Markets to Turn Against U.S. Dollar
• Hyperinflation Outlook Updated
• Gold Remains the Ultimate Hedge

Table of Contents

U.S. ECONOMIC, SYSTEMIC-STABILITY AND INFLATION REVIEW

OVERVIEW

Section I — INFLATION, U.S. DOLLAR, GOLD

Table 1: Underlying Fundamentals versus U.S. Dollar
Graph 1: U.S. Merchandise Trade Deficit
Graph 2: U.S. Dollar Indices, Financial- versus Trade-Weighted
Graph 3: Gold versus Swiss Franc
Graph 4: Gold versus Oil
Graph 5: Gold versus Silver

Section II — SYSTEMIC LIQUIDITY

Graph 6: Year-to-Year Money Supply Growth
Graph 7: Velocity of M2 and M3
Graph 8: Systemic Confidence Ratio
Graph 9: Gross Federal Debt
Graph 10: Commercial and Industrial Loans
Graph 11: Commercial Paper Outstanding

Section III — CONSUMER LIQUIDITY

Graph 12: Real Median Household Income
Graph 13: Real Average Weekly Earnings
Graph 14: Real Disposable Income (PCE-Deflator Based)
Graph 15: Per Capita Real Disposable Income (PCE-Deflator Based)
Graph 16: Real Disposable Income (CPI-U Based)
Graph 17: Per Capita Real Disposable Income (CPI-U Based)
Graph 18: Real Disposable Income (SGS-Alternate Based)
Graph 19: Per Capita Real Disposable Income (SGS-Alternate Based)
Graph 20: Consumer Sentiment
Graph 21: Consumer Confidence
Graph 22: Consumer Credit Outstanding

Section IV — ECONOMIC CONDITIONS

Graph 23: Headline Real GDP
Graph 24: Inflation-Corrected Real GDP
Graph 25:  Nonfarm Payroll Employment
Graph 26: Unemployment Rate
Graph 27: Housing Starts
Graph 28: Real Retail Sales (CPI-U Deflator)
Graph 29: Inflation-Corrected Real Retail Sales (SGS-Alternate Deflated)
Graph 30: Industrial Production
Graph 31: Inflation-Corrected Industrial Production
Graph 32: Real New Orders for Durable Goods

http://www.shadowstats.com/article/no-445-special-commentary-review-of-economic-systemic-solvency-inflation-us-dollar-and-gold-circumstances

A new Special Report is about to be published to SGS Newsletter subscribers. It will update the broad economic, systemic and inflation outlooks, in the context of the 2012 election and the latest detail on the economy, federal government fiscal operations, and Federal Reserve monetary activities.  www.shadowstats.com