Showing posts with label real economic debt. Show all posts
Showing posts with label real economic debt. Show all posts
Friday, February 7, 2020

7/2/20: Mapping Real Economic Debt: BRICS

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Some great charts on real economic debt, via IIF, with my highlighting of the BRICS economies: First off, mapping corporate debt and gov...

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...
Saturday, December 14, 2019

14/12/19: Governance and Government Debt

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What I am reading this week: a new paper via EFMA, titled "Governance and Government Debt" by João Imaginário and Maria João Gue...
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...
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...
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...
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...
Thursday, April 28, 2016

27/4/16: The Debt Crisis: It Hasn't Gone Away

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That thing we had back in 2007-2011? We used to call it a Global Financial Crisis or a Great Recession... but just as with other descripto...
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...
Wednesday, January 6, 2016

6/1/16: Debt Pile: BRICS v BRIS

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When it comes to debt pile for the real economic debt (Government, private non-financial corporates and households), China seems to be i...
Tuesday, January 5, 2016

5/1/16: Debt Pile: Advanced Economies Lead

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After some 8 years of crisis and post-crisis deleveraging, one would have expected a significant progress to be achieved in terms of red...
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 ...
Sunday, October 4, 2015

4/10/15: CFR: Global Debt Bubble

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My recent column for the Cayman Financial Review on the Global Debt Bubble:  http://www.compasscayman.com/cfr/2015/08/19/The-global-debt-b...
Monday, September 28, 2015

28/9/15: Blow Outs in the Markets: Beware of Debt Financing

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 This is an unedited version of my article in the Village Magazine from June 2015. Three recent events, distinct as they may appear...