Another great chart from the IMF.
(click here if chart is not observable)
- "In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could." - Rudiger Dornbusch
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Pingback: Phases of the Credit Cycle | FMTrading Blog
Superb chart. Can you explain the difference between Valuation and Asset Quality? Seems they are very related.
Emerging Asia starved for credit, plenty available in the US and EUR but no takers.
And look at where the Japanese banks are after 20 years, shocking. US and EUR should learn the lesson and stop propping the zombies.
Thanks! Go to page 29 in Chapter 1 of the IMF’s GFSR.
http://www.imf.org/external/pubs/ft/gfsr/2011/02/pdf/ch1.pdf