Showing posts with label Government debt. Show all posts
Showing posts with label Government debt. Show all posts
Friday, August 14, 2020

13/8/20: Federal Deficit Keeps Climbing in July

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  Federal fiscal position for July has been published ( https://www.fiscal.treasury.gov/files/reports-statements/mts/mts0720.pdf ) and the n...
Wednesday, March 18, 2020

18/3/20: Banks, The Fed and Money Markets Woes

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My article for the International Banker  on pre-Covid monetary policy bottlenecks in the US markets is out and available here:  https://in...
Saturday, December 14, 2019

14/12/19: Governance and Government Debt

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What I am reading this week: a new paper via EFMA, titled "Governance and Government Debt" by João Imaginário and Maria João Gue...
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, September 2, 2019

2/9/19: One view of Austerity

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A picture is worth a thousand words, some say. So here is a picture of austerity we've had (allegedly) in recent decades: Source:...
Sunday, June 30, 2019

29/6/19: Why Moody’s is wrong to keep Cyprus on junk status

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Euromoney on Cypriot economy: "Why Moody’s is wrong to keep Cyprus on junk status"  https://www.euromoney.com/article/b1g125jl1w...
Monday, June 24, 2019

24/6/19: Markets Expect the Next QE Soon...

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Adding to the previous post on the negative yielding debt, here is a recent post from @TracyAlloway showing Goldman Sachs' chart on im...

24/6/19: Negative Yielding Debt: Monetary Contagion Spreads

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Negative yielding Government debt (the case where investors pay  the sovereign lenders for the privilege of lending them funds) has hit al...
Thursday, June 13, 2019

13/6/19: Russian International Reserves and Government Debt

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Earlier today, an esteemed colleague of mine tweeted out the following concerning Russian foreign reserves: Which is hardly surprising...
Thursday, May 16, 2019

16/5/19: Identifying Debt Bubble 4.0

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Having just posted on the debt supercycle-related comments from Gundlach ( https://trueeconomics.blogspot.com/2019/05/16519-gundlach-on-us...
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...
Friday, April 5, 2019

5/4/19: Does Government Debt Matter? The Reality of Fiscal Multipliers

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There has always been a lot of debate in economics about the effects of debt (especially sovereign debt) on growth and fiscal dynamics. An...
Friday, February 15, 2019

15/2/19: Still Drowning in Love [for Debt]...

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Debt... Sovereign debt... and Valentines... A decade post-GFC, we are still shedding love to our overly-indebted sovereigns... so not...

15/2/19: Nothing to Worry About for those Fiscally Conservative Republicans

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H/T to @soberlook: U.S. Federal deficit was up $192 billion y/y in December 2018. Nothing to worry about, as fiscal prudence has been ...
Saturday, January 12, 2019

11/1/19: Herding: the steady state of the uncertain markets

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Markets are herds. Care to believe in behavioral economics or not, safety is in liquidity and in benchmarking. Both mean that once large i...
Tuesday, October 2, 2018

2/10/18: Government Debt per Employed Person

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We often see Government debt expressed in reference to GDP or in per capita terms. However, carry capacity of sovereign debt depends not a...
Sunday, June 11, 2017

10/6/2017: And the Ship [of Monetary Excesses] Sails On...

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The happiness and the unbearable sunshine of Spring is basking the monetary dreamland of the advanced economies... Based on the latest dat...
Friday, February 10, 2017

10/2/17: Sovereign Debt Bubble: Methane Emissions from the Debt Dump

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Because global pile of debt growth has been outpacing global economic growth for quite some time now, the sovereign debt bubble is getting...
Friday, January 27, 2017

27/1/17: Sovereign Debt Junkies Can't Get Negative Enough in 4Q 16

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There’s less euphoria in sovereign borrowers camps of recent, but plenty of happiness still. Per latest data from FitchRatings, “global ...
Saturday, January 21, 2017

20/1/17: Obama Legacy: Debt

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Great chart via @Schuldensuehner showing that Trump presidency is off to a cracking start, courtesy of Obama legacy: debt overhang No...