Showing posts with label debt overhang. Show all posts
Showing posts with label debt overhang. Show all posts
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...
Wednesday, February 20, 2019

20/2/19: Crack and Opioids of Corporate Finance

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More addictive than crack or opioids, corporate debt is the sand-castle town's equivalent of water: it holds the 'marvels of castl...
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 ...
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...
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...
Wednesday, July 26, 2017

26/7/17: Credit booms, busts and the real costs of debt bubbles

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A new BIS Working Paper (No 645) titled “ Accounting for debt service: the painful legacy of credit booms ” by Mathias Drehmann, Mikael Ju...

26/7/17: Panic... Not... Yet: U.S. Student Debt is Cancerous

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Reuters came up with a series of data visualisations and brief analytics pieces on the issue of student loans in the U.S. These are ‘must ...
Monday, February 20, 2017

20/2/17: The Effect of GFC on Italian Non-Performing Loans Overhang

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In yesterday’s post I covered some interesting current numbers relating to NPLs in the European banking sector. And sitting, subsequently,...
Wednesday, January 18, 2017

17/1/17: Government Debt in the Age of Austerity

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The fact that the world is awash with debt is hard to dispute (see data here and here ), but it is quite commonly argued that the aggress...
Saturday, September 17, 2016

17/9/16: The Mudslide Cometh for Your Ladder

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One chart that really says it all when it comes to the fortunes of the Euro area economy: And, courtesy of these monetary acrobatics,...
Monday, September 12, 2016

12/9/16: Fiscal Policy in the Age of Debt

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In recent years, there has been lots and lots of debates, discussions, arguments and research papers on the perennial topic of fiscal stim...
Tuesday, April 19, 2016

19/4/16: Leverage and Equity Gaps: Italy v Rest of Europe

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Relating to our previous discussions in the MBAG 8679A: Risk & Resilience: Applications in Risk Management class, especially to the is...
Monday, April 18, 2016

18/4/16: Leverage Risk, the Burden of Debt & the Real Economy

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Risk of leverage has been a cornerstone of our recent lectures concerning the corporate capital structure decisions in the MBAG 8679A: Ris...
Thursday, January 14, 2016

14/1/16: Two Charts to Sum Up Global Growth Environment

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SocGen recently produced some interesting charts looking into 2016 trends. Two caught my eye, as both relate to long running themes covere...
Friday, November 20, 2015

20/11/15: U.S. Households' Deleveraging: Painful & Long

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An interesting set of charts plotting trends in U.S. household credit arrears over time, courtesy of the @SoberLook Three things s...
Monday, July 27, 2015

27/7/15: IMF Euro Area Report: Debt's a Mean Bitch…

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The IMF today released its Article IV assessment of the Euro area, so as usual, I will be blogging on the issues raised in the latest repo...
Friday, May 29, 2015

29/5/15: Margin Debt: Another Zombie Hits Town Hall...

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So you've seen this evidence of how global real economic debt is now greater than it was before the crisis... and you have by now lea...

29/5/15: Large Fiscal Policy Multipliers & Private Debt Overhang

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"Private Debt Overhang and the Government Spending Multiplier: Evidence for the United States" by Marco Bernardini, Gert Peers...
Sunday, May 24, 2015

24/5/15: Markets, Patterns and Catalysts: Irish Growth Story

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Some of my slides from last week's presentation at the All-Ireland Business Summit, covering three key themes: The Current State of ...