Showing posts with label Global debt. Show all posts
Showing posts with label Global debt. Show all posts
Sunday, March 8, 2020

8/3/20: Global Economy's Titanic: Meet Your Iceberg

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Here's that iceberg that is drifting toward our economy's Titanic... and no, it ain't a virus, but it is our choice: Via: ...
Wednesday, October 16, 2019

16/10/2019:Corporate Bond Markets are Primed for a Blowout

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My this week's column for The Currency  is covering the build up of systemic risks in the global corporate bond markets:  https://www....
Monday, April 22, 2019

22/4/19: At the end of QE line... there is nothing but QE left...

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Monetary policy 'normalization' is over, folks. The idea that the Central Banks can end - cautiously or not - the spread of negati...
Sunday, July 15, 2018

14/7/18: Elephants. China Shop, Enters a Mouse: Global Debt Bubble

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Bank for International Settlements Annual Report for 2018 has a very interesting set of charts covering the growing global debt bubble, on...
Wednesday, August 9, 2017

9/8/17: Global Debt Bubble 2002-2017

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A nice chart showing evolution of global debt levels since 2002 via Reuters: Source:  https://uk.reuters.com/article/uk-global-markets...
Friday, May 19, 2017

19/5/17: A Reminder: Social Security is Only Getting More Insolvent...

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On foot of my earlier post on U.S. household debt, it is worth mentioning another, much-overlooked in the media, fact concerning U.S. rea...
Wednesday, May 4, 2016

4/5/16: Canaries of Growth are Off to Disneyland of Debt

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Kids and kiddies, the train has arrived. Next stop: that Disneyland of Financialized Growth Model where debt is free and debt is never too...
Tuesday, January 12, 2016

12/1/16: That Savage Deleveraging: Global Debt 2000-2015

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Here's a neat summary chart based on data from BIS through June 2015, covering total global credit (debt) outstanding (excluding IMF d...
Wednesday, January 6, 2016

6/1/16: Debt Pile: BRICS v BRIS

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When it comes to debt pile for the real economic debt (Government, private non-financial corporates and households), China seems to be i...
Tuesday, January 5, 2016

5/1/16: Debt Pile: Advanced Economies Lead

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After some 8 years of crisis and post-crisis deleveraging, one would have expected a significant progress to be achieved in terms of red...
Thursday, December 3, 2015

3/12/15: Of Debt, Central Banks and History Repeats

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Couple of facts via Goldman Sachs' recent research note: Since the start of 2008, U.S. corporate debt has doubled and the interest ...
Sunday, October 4, 2015

4/10/15: CFR: Global Debt Bubble

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My recent column for the Cayman Financial Review on the Global Debt Bubble:  http://www.compasscayman.com/cfr/2015/08/19/The-global-debt-b...
Monday, September 16, 2013

16/9/2013: A Liquidity Slush or an Equity Switch?

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Three more charts from BIS Quarterly (http://www.bis.org/publ/qtrpdf/r_qt1309a.pdf), showing the switch of liquidity out of the Emerging Ma...
Saturday, June 26, 2010

Economics 27/06/2010: G20 - real stats and real issues

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As G20 leaders undertake another attempt at injecting some balance into global economic order - with last meeting in Pittsburgh focused on s...
6 comments:
Monday, May 3, 2010

Economics 03/05/2010: World Debt Wish 6

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Final part of the series presents two tables, which are largely self-explanatory. The first table compares Irish Gross External Debt Liabili...
7 comments:

Economics 03/05/2010: World Debt Wish 5

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This is the fifth post in the series covering world debt issues. In the previous posts I provided analysis of the aggregate debt levels for ...

Economics 03/05/2010: World Debt Wish 4

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This is the fourth post in the series covering world debt issues. In the previous post I provided analysis of the aggregate debt levels for ...
2 comments:
Sunday, May 2, 2010

Economics 02/05/2010: World Debt Wish 3

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Having covered the aggregate debt levels ( here) and Government debt ( here ), now its time to move on to Banks. And some surprising stuff ...

Economics 02/05/2010: World Debt Wish 2

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Continuing with a tour through the world debt numbers, let's take a look at General Government Debt levels: Chart above shows the dynami...