Showing posts with label US debt. Show all posts
Showing posts with label US debt. Show all posts
Saturday, June 13, 2020

12/6/20: American Love Affair with Debt: Part 2: Leverage Risk

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I have earlier updated the data on the total real private economic debt in the U.S. as of the end of 1Q 2020 here:  https://trueeconomics....

12/6/20: American Love Affair With Debt: Pre-COVID Saga

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Latest data for debt levels at the U.S. non-financial businesses and households (including non-profits) is out this week. So here are the ...
Friday, February 7, 2020

7/2/20: Mapping Real Economic Debt 2019

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A neat summary map of the real economic debt as a share of the national economies, via IIF, with my addition of Ireland's benchmark re...
Monday, January 22, 2018

21/1/18: FT Warns on Credit Cards Delinquencies: High or Hype?

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The FT are reporting a 20% rise in credit cards delinquencies across major U.S. banks in 2016, compared to 2017 (see here:  https://www.ft...
Saturday, June 10, 2017

10/6/17: Cart & Rails of the U.S. Monetary Policy

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So, folks, what’s wrong with this picture, eh? Let’s start thinking. The U.S. Treasury yields are underlying the global measu...
Monday, May 22, 2017

22/5/17: U.S. Public Pensions System: Insolvent to the Core

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A truly worrying view of the U.S. public sector pensions deficits has been revealed in a new study by Joshua D. Raugh for Hoover Instituti...
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...

19/5/17: U.S. Household Debt: Things are Much Worse Than Headlines Suggest

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Those of you who follow this blog know that I am a severe/extreme contrarian when it comes to median investor perceptions of the severity ...
Wednesday, May 11, 2016

11/5/16: U.S. Economy: Three Charts Debt, One Chart Growth

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In his recent presentation, aptly titled "The Endgame",  Stan Druckenmiller put some very interesting charts summarising the sta...
Wednesday, December 30, 2015

30/12/15: US Junk Bonds: Heading into a New Defaults Wave?..

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U.S. Junk Bonds markets have been a canary in the proverbial mine of the global economy since 2014, when we first felt some tremors in the...
Wednesday, December 23, 2015

23/12/15: Corporate Leverage: "I miss you since the place got wrecked"

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Remember all the deleveraging the U.S. economy has gone through during the crisis? Why, sure, we've learned a lesson about too much de...
Thursday, December 10, 2015

10/12/15: U.S. Corporate Debt: It's Getting Boomier

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U.S. Non-financial Corporations debt - the other 'third' of the real economic debt equation - is on the rise, again. Deleveraging ...
Tuesday, March 31, 2015

31/3/15: The Most Effective QE of all QEs

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In the previous post I shared my view of the QE. Here is the best, most succinct summary of the effectiveness of the 'most effective&#...
Sunday, September 29, 2013

29/9/2013: It used to be Taper, now it's a Shutdown...

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As the US moves into another pre-shutdown stage of its fiscal debacle, here are few charts to illustrate the partisan nature of the problem...
Sunday, January 6, 2013

6/1/2013: Houston, we've got a (US) problem?..

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2013 biggest Grey Swan might be not China's slowdown or Euro area's continued debt crisis (although both are pretty much still on ...
Wednesday, January 2, 2013

2/1/2013: The Bitter ATRA Fudge

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Some say never shall one let a good crisis go to waste... US Fiscal Cliff 'deal' of December 31st is an exact illustration. Here i...
3 comments:
Saturday, October 20, 2012

20/10/2012: Is there a WW3 going on somewhere?

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Is there a war of major proportions the US fighting somewhere?.. And may be Japan and Europe are all fighting for something pretty bi...
2 comments:
Wednesday, September 21, 2011

21/09/2011: Fed's QE3 and why it will fail

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Markets catalysts for today (barring unexpected news from the euro area) will be the US Fed statement expected at 19.15. Following the FOMC ...
1 comment:
Monday, August 1, 2011

01/08/2011: Should President Obama play a harder ball with the Republicans?

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In the wake of the US debt 'deal' pre-announcement, I have been seeing comments, including that from Paul Krugman in the NYT today (...
9 comments:
Saturday, July 30, 2011

30/07/2011: US debt woes - some cool grpahics from NY Times

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Several people asked about some of the assumptions I used in my post on US debt after the debt-ceiling increases. While I outlined all of th...