Category Archives: Economics

US Debt Growth By Sector

Note that the post-crisis total debt growth in the U.S. is just a little more than half the 23-year annual average before the crisis,  a decline from an average annual growth rate of 7.7 percent to 4.3 percent.  Household debt … Continue reading

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U.S. Bank Asset and Liability Growth

An addendum to our latest post on the expected bank credit-led boom.   Here is the latest data commercial bank asset growth from the Fed as of January 6, 2017.    

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U.S. Banks Primed And Ready To Roll – Expect the Unexpected

We’ve been busy crunching numbers on the consolidated balance sheet of U.S.-chartered depository institutions and comparing their mix of assets relative to their pre-crisis levels. The large U.S. banks begin reporting earnings on Friday. The Coming Credit Led Expansion Our … Continue reading

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How to Become a Trillionaire and Other Thoughts

Grab one of these: Careful what you wish for central bankers and fiscal policy makers.  Though we don’t see signs of “rollover risk” in any of the G5 or G20, it’s all about confidence and you know what Joe said about … Continue reading

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2017 Annual Forecast Preview – Stratfor

Stratfor Vice President of Global Analysis Reva Goujon highlights the key geopolitical trends for the coming year. For more analysis, visit: http://www.Stratfor.com

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QOTD: Easy To Be Bearish On China

…it is easy to be “too pessimistic” about the Chinese economy. “Looking at macro stuff in China does that to people.  Things are much more optimistic at a micro level.”.   –  Jeffrey Towson, Peking Universtity  via FT (QOTD = Quote … Continue reading

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Growth looks good – FT

Published on Jan 3, 2017 John Authers looks at encouraging signs of strength from the US to China, while the strengthening dollar may signal problems for emerging markets. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

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The biggest moment of 2017: Donald Trump’s inauguration – Economist

Published on Dec 30, 2016 On January 20th 2017, the eyes of the world will be on Donald Trump as he takes the oath of office and is sworn in as America’s 45th president. The political tremors will reverberate around … Continue reading

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Heavy Drinking Americans And Seasonal Adjustment

Interesting piece in WashPost the other day,  Where the heaviest-drinking Americans live …who among us is likely to do the most drinking this holiday season? The Department of Health and Human Services recently updated the official federal statistics on the percent … Continue reading

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