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   | zerohedge.com / By Tyler Durden / 06/03/2013 10:56 It may come as a surprise to some that the total level of commercial bank loans outstanding as of the most recent week, May 22, was “only” $7.303 trillion. We say only because this number is $20 billion less than the total commercial loans outstanding as of [...] zerohedge.com / By F.F. Wiley / May 22, 2013, 19:31 -0400 Submitted by F.F.Wiley of Cyniconomics blog, Do you need a break from public policy buzzwords? Are you happy to go back to the days when cliffs were discussed occasionally on the National Geographic channel but not analyzed ad nauseum on CNBC? Are you tired [...] streettalklive.com / By Lance Roberts / Friday, May 03, 2013 Mohamed El-Erian – Putting It All Together In Part IV of the series of reports from the 10th annual Strategic Investment Conference, presented by Altegis Investments and John Mauldin, Mohamed El-Erian ties together the views of the previous presenters. You can read the previous [...] streettalklive.com / By Lance Roberts / Thursday, May 02, 2013 In Part III of my series of reports from the 10th annual Strategic Investment Conference, presented Altegris Investments and John Mauldin, the question of how to invest during a deleveraging cycle is addressed by A. Gary Shilling, Ph.D. Dr. Shilling is the [...] mybudget360.com / by mybudget360 / April 15, 2013 Our neighbors to the north in Canada are going to face a serious deleveraging shortly. This isn’t hyperbole or some off the wall call but based on evidence of what happens when economies get into too much back breaking debt. If the largest trading blocs, the US [...] azizonomics.com / By John Aziz / February 14, 2013 Current estimates of what is known in the UK as the M4 money supply — cash outside banks, plus private-sector retail bank and building society deposits, plus private-sector wholesale bank and building society deposits and certificates of deposit — show a serious contrast between Britain and [...] mauldineconomics.com / By John Mauldin / February 9, 2013 A year ago, Dr. Gary Shilling published the influential book The Age of Deleveraging, which followed his earlier work,Deflation (1998); and in today’s Outside the Box he updates us on his thinking. Deleveraging of the financial and household sectors has created a terrific macroeconomic undertow [...] mauldineconomics.com / By John Mauldin / February 1, 2013 I was just in Greece with Christian Menegatti, and we had a good conversation about the piece he has sent along as today’s OTB. The case Christian and his coauthor David Nowakowski lay out regarding an incipient turnaround in US deleveraging (and therefore in economic growth [...] streettalklive.com / By Lance Roberts / Friday, January 25, 2013 This morning my friend Cullen Roche at PragCap (a daily must read site as I have stated before) posted an excellent piece by Richard Koo discussing the ”balance sheet recession.” Cullen’s accompanying points are critical to understanding where we are [...] zerohedge.com / By Tyler Durden / January 24, 2013, 18:33 Authored by Vineer Bhansali of PIMCO, Tail Risk Hedging: It Pays to Be Countercyclical It is a well-known phenomenon that quiet markets, low volatility and a lack of visible risks on the horizon can lead to complacence and increasingly dangerous, leveraged positions. In doing so, [...] streettalklive.com / by Lance Roberts / Wednesday, January 9, 2013 The release of the Federal Reserve’s report on consumer credit was very telling. One of the continued themes that the economy was on its way to a real recovery was that the consumer was well into deleveraging the household balance sheet. This is important because [...] rickackerman.com / By Rick Ackerman / December 28, 2012 [Inflationary pressures are not exactly rampant right now, notwithstanding the huge increase in the cost of living imposed on us by Obamacare. For your interest, we present below some observations with a deflationist theme that were left in the Rick’s Picks forum yesterday by [...] zerohedge.com / By Tyler Durden / December 10, 2012, 20:43 The infamous debunker of most-things-classically-economic was recently asked to brief Congress on the fiscal cliff, and how the downturn of 1937 could be a foretaste of what will happen if the Cliff comes to pass. The paper, slides, and presentation – designed to be simple [...] zerohedge.com / By Tyler Durden / December 9, 2012, 10:34 The tension over the Greek buyback, which was supposed to be completed on Friday with satisfactory terms, i.e., holders of more than EUR30 billion of new bonds tendering (at prices between 30 and 40 cents on the euro), is rising following a [...] streettalklive.com / By Lance Roberts / December 6, 2012 I have seen numerous articles as of late discussing how the average American family has finally delevered their household balance sheet at last. This would be good news as lower debt levels means more personal savings which would lead to productive investment. It would also mean [...] oftwominds.com / By Charles Hugh Smith / December 3, 2012 Pursuing opportunities of the past only speeds the dissolution of any Status Quo that depends on spent models of growth. If we had to summarize the global effort to reflate various debt and asset bubbles to “restart growth,” we might say the Status Quo is [...] mybudget360.com / by mybudget360 / November 28, 2012 The grand US household deleveraging event continues as debt is paid off or more likely, wiped away via foreclosures and bankruptcies. What is hidden in the deleveraging trend is the growth of debt in certain spending categories. Keep in mind that not all debt is [...] zerohedge.com / By Tyler Durden / November 27, 2012, 20:42 The NY Fed’s quarterly smorgasbord of everything debt-related to the good old American household has little fresh and exciting from the top-down as the nation in aggregate (according to the data) continues to delever – though ever so slightly this time (-0.7% to $11.31tn of [...] dailyreckoning.com / By Dan Steinhart / November 9, 2012 The US has too much debt. This is no longer a controversial statement. Some may believe other problems are more urgent, or that we need to grow our way out rather than slash spending. But even the most spendthrift pundits acknowledge that the debt-to-GDP ratio [...] mybudget360.com / by mybudget360 / November 6, 2012 As Americans go out to vote many go blissfully unaware of the reality that our total public debt is now above $16.2 trillion. If your only source of information was the mainstream press this fact rarely came up in any debates or journalistic investigations. The discussion of [...] market-ticker.org / by Karl Denninger / October 29, 2012, 08:52 Gary continues to talk about deleveraging in the economy and markets as if there’s some of that actually going on, and which is of course used as justification for QE3: The only thing that would restore normal global growth, I argued, was time — the [...] from FinancialSurvivalNet According to Ray Dalio’s theory, government can somehow engender growth and allow austerity to reduce debt. This Panglossian view just can’t happen in modern America. Everyone wants to know if this is going to be an ugly deflationary deleveraging or an inflationary deleveraging. Is Romney the man to come forward with the [...] charleshughsmith.blogspot.com / by Charles Hugh Smith / September 28, 2012 “Beautiful deleveraging” is the policy goal, but what we might get is “ugly inflation.” In a world of rising sovereign debts and an overleveraged, over-indebted private sector, history suggests there are only three possible ways out: gradual deleveraging, defaulting on the debt, [...] usagold.com / By Peter A. Grant / September 26, 2012 Gold has extended the recent correction, breaking support at 1755.70/1752.89, amid heightened global growth concerns and rising civil unrest in Europe. It would seem that riots in multiple eurozone periphery nations are driving home the reality that recent ECB actions haven’t really resolved anything. [...] zerohedge.com / by Tyler Durden / 08/17/2012 11:43 Submitted by Alex Gloy of Lighthouse Investment Management, Some of my clients like to challenge my (admittedly gloomy) views, forcing me to think – which isn’t such a bad thing to do. It started off with Cam Hui’s “A Dalio explanation of Evans-Pritchard’s dilemma“. [...] zerohedge.com / By Tyler Durden / July 19, 2012 The world’s largest hedge fund is not as sanguine about the hope that remains in the markets today. The firm’s founder, Ray Dalio, who has written extensively on the good, bad, and ugly of deleveragings, sounds a rather concerned note in his latest quarterly letter [...] zerohedge.com / By Tyler Durden / July 12, 2012 In October of last year, when the last European crisis risk flare was peaking, we explained in gruesome detail the paradox of Euro strength in the face of crushing fundamentals – namely repatriation (or as BofAML calls it ‘deleveraging’). Since the crisis hit in early [...] azizonomics.com / by John Aziz / July 11, 2012 Hayekians and Minskians agree on one key thing: an increase in debt beyond the underlying productive economy is unsustainable. In my view, the key figures in defining this are total debt as a percentage of GDP, and its relationship with industrial production. Debt as a percentage [...] mybudget360.com / July 3, 2012 Households in the US continue to face a painfully slow process of austerity via debt deleveraging. In a debt based system like the one we live in access to debt is viewed by many as access to money. That is, your ability to finance a car, home, vacation, or [...] |
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