True Economics

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Showing posts with label debt cycle. Show all posts

Thursday, May 16, 2019

16/5/19: Gundlach on the U.S. Economy and Debt Super-cycle

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U.S. growth over the past five years is based “exclusively” on government, corporate and household debt, according to Jeffrey Gundlach, ch...

Wednesday, August 1, 2018

1/8/18: Household Debt and the Cycle

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So far, lack of huge uplift in household debt in the U.S. has been one positive in the current business cycle. Until, that is, one looks a...

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...

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 ...

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