Tag Archives: Budget Deficits

President Trump Is Not Your Father’s Conservative

Summary The U.S. government’s cumulative monthly deficits in the first 29 months of the Trump Administration has almost doubled from the prior 29 months The sum of monthly deficits totaled $1.08 trillion during the period Sep. ’14 to Jan ’17 … Continue reading

Posted in Budget Deficit, Charts, Uncategorized | Tagged , , | 4 Comments

What Keeps Us Up At Night…

This could end America’s free-ride:  no more QE;  no more balance of payments deficits without tears;  and no more foreign financing of the U.S. budget deficit. We hope the Administration at least is concerned and has it on their radar. … Continue reading

Posted in Dollar, Uncategorized | Tagged , , , | 5 Comments

The Fiscal Health of Nations: General Govt Balance

The IMF is out with their Fiscal Monitor today.  Great stats.  Here is a comparison of the fiscal health of the world’s economies. Contrast Norway and Saudi (both oil exporters) with, say,  the U.S. and Japan.  Italy doesn’t look so … Continue reading

Posted in Black Swan Watch, Budget Deficit, Economics, Eurozone Sovereign Spreads, Fiscal Policy, Sovereign Debt, Sovereign Risk | Tagged , , , , , , , , | 2 Comments

Markets Want More FED “Crack” – Harry Dent

Harry Dent does a pretty good job in ‘splaining today’s risk sell-off, in our opinion. We’re beginning to sense, however, the markets are awakening to the fact the U.S. government is going to have a funding problem. As the world … Continue reading

Posted in Black Swan Watch, Budget Deficit, Gold, Japan, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | Leave a comment