The markets appear to be rolling over. It was noted there have been three seminal events since 2000 - 9/11, the 2008 financial crisis and the...
I haven’t covered consumer debt and personal income for a few years. As of June 2023, consumer debt has increased by a factor of 102.06 from...
Highlight at the end of the week was Fed Chair Jerome Powell speaking at the annual Jackson Hole, Wyoming symposium. He was a bit hawkish so...
Recession? What recession? That seems to be the cry today, as the soft landing scenario starts gaining favor. But, before getting our hopes up, let's not...
While we live in an ever-changing world we have events today that could leave the world dramatically changed from where it was prior. We re-chronicle the...
This record increase and level of debt was issued in conjunction with an unprecedented $5 trillion increase in money printing in the two years following the...
2022 was not a good year and in looking back and forward, 2023 promises to be another difficult year, possibly even worse than 2022. There are...
We often hear that the American consumer and corporations are in much better shape due to the amount of deleveraging that has taken place. Hence, they...
You would think that rising government debt levels would lead to higher bond interest rates. Here’s what tends to happen instead. Higher government debt tends to...
Corporate debt is the biggest threat worldwide, specially in the emerging world that used cheap printed dollars from the developed countries, to fund a debt binge...