Showing posts with label household debt. Show all posts
Showing posts with label household debt. Show all posts
Sunday, February 23, 2020

23/2/20: Fake Data or Faking Data? Inflation Statistics

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As economists and analysts, almost all of us are trying - at one point or another - make sense of the, all too often vast, gap between the...
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...
Thursday, April 4, 2019

4/4/2019: Debt Relief for Households: It Turns Out to be a Great Idea, Folks

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The question of debt relief for households during the periods of financial crises has been a pressing one in the aftermath of the 2008 Glo...
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, 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 ...
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...
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...
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 ...
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...
Tuesday, July 18, 2017

17/07/17: Debt Relief v Payments Relief: A Lesson Ireland Should Have Learned

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An interesting study looked into two sets of debt relief measures: Immediate payment reductions to target short-run liquidity constrain...
Wednesday, June 21, 2017

21/6/17: BusinessInsider: The Most Important Charts in the World

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My contribution to the BusinessInsider  "The most important charts in the world from the brightest minds on Wall Street" is out....
Monday, May 22, 2017

21/5/17: Student Loans Debt: The Bubble is Still Inflating

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Having covered the latest news on the U.S. household debt continued explosion (see http://trueeconomics.blogspot.com/2017/05/19517-us-hous...
Friday, May 19, 2017

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 ...
Thursday, December 29, 2016

29/12/16: Drowning in Debt

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Recently, I posted about the return - with a vengeance - of one of the key drivers of the Global Financial Crisis and the Great Recession,...
Friday, December 16, 2016

16/12/16: The Root of the 2007-2010 Crises is Back, with a Vengeance

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There are several fundamental problem in the global economy, legacies of the past 20 years - from the mid 1990s on - that continue to driv...
Sunday, May 8, 2016

7/5/16: Households Over-Indebtedness in the Euro Area

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An interesting assessment of Italian household debt levels in the context of over-indebtedness by D'Alessio, Giovanni and Iezzi, Stefa...
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...
Saturday, January 2, 2016

2/1/16: QE for the People 2016

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Back in March 2015 , I have signed a group petition in support of the QE for the People idea of using monetary policy to directly inject f...