Showing posts with label debt bubble. Show all posts
Showing posts with label debt bubble. Show all posts
Monday, March 9, 2020

9/3/20: Beware the Endlessly Inflating Global Debt Bubble

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My latest article for Manning Financial on the global debt overload is available here:  https://issuu.com/publicationire/docs/mf_spring_20...
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...
Wednesday, January 9, 2019

9/1/19: Student Debt Bubble Adjusted for Wages and Employment Costs Growth

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Student loans debt has been steadily rising in recent years, at rates far in excess of the rates of growth in overall credit to the U.S. h...
Friday, December 28, 2018

27/12/18: Mr. Draghi's Santa: Ending QE, Frankfurt Style

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It's Christmas time, and - Merry / Happy Christmas to all reading the blog - Mr. Draghi is intent on delivering a handful of new prese...
Saturday, December 8, 2018

8/12/18: Back to the 1950s: Tracing Out 25 Years of the Credit Bubble

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While the current cycle of declining interest rates has been running for at least 25 years, the most recent iteration of the period has be...
Friday, November 16, 2018

16/11/18: Student Debt Hits Another High in 3Q 2018

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Bloomberg @business just now posted that the student loans debt in the U.S. has increased USD37 billion to USD1.44 trillion at the end of ...
Tuesday, October 30, 2018

29/10/18: Corporate Credit and the Debt Powder Keg

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As it says on the tin: despite growth in earnings, the numbers of U.S. companies that are struggling with interest payments on the gargant...
Sunday, September 9, 2018

9/9/18: Populism, Middle Class and Asset Bubbles

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The range of total returns (unadjusted for differential FX rates) for some key assets categories since 2009 via Goldman Sachs Research: ...
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...
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...

21/1/18: Student Loans Debt Crisis: It Only Gets Worse

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A new research from the Brookings Institution has shed some light on the exploding student debt crisis in the U.S. The numbers are horrify...
Friday, January 19, 2018

19/1/18: Tears over QE & U.S. Household Debt Problem

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As (some) White House-linked (or favouring) economists lament the Fed's QE (and there are reasons to lament it), one thing is clear: t...
Friday, October 13, 2017

13/10/17: Debt Glut and Building Dublin

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Just back from Ireland, a fast, work-filled trip, with some amazing meetings and discussions, largely unrelated to what is in the 'off...
Wednesday, August 16, 2017

16/8/17: Year Eight of the Great American Recovery: Household Debt

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U.S. data for household debt for 2Q 2017 is out at last, and the likes of Reuters and there best of the official business media are shou...
Thursday, July 20, 2017

20/7/17: Euro Area's Great non-Deleveraging

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A neat data summary for the European 'real economic debt' dynamics since 2006: In the nutshell, the Euro area recovery: Gov...
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...
Monday, May 22, 2017

22/5/17: U.S. Autoloans Market: Careless Lending, Defaulting Buyers

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Auto loans are now coming through as a growing concerns area in terms of U.S. household credit. Auto loans originations have risen, in tot...