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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Recent Posts
Meta
Tag Archives: Deficits
Some Perspective
In our March 7th post, Stages Of A Pandemic: Denial, Panic, Fear, and Rationality, we suspected the country was about to move from denial to panic over the coronavirus pandemic. It sure did and infected the global markets in a … Continue reading
Who Is Funding The U.S. Budget Deficit?
Here is a little teaser for our coming post on the Treasury market, which should be out tomorrow. The latest data is from the Flow of Funds just posted by the Federal Reserve Board (FRB). Note, less gold (Fed) and … Continue reading
Posted in Capital Flows, Charts, Debt, Fiscal Policy, Politics, Uncategorized
Tagged Central Banks, Deficits, QE, Who is Funding the budget deficit
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Alan Greenspan on Debt, Deficit, Tax Cuts – Bloomberg
Excellent interview. Upshot? Inflation cometh. Apr.18 — Former Chairman of the Federal Reserve Alan Greenspan joined Bloomberg Television for a wide-ranging discussion about U.S. debt, the current rate hike path, Europe’s new direction and his reading assignment for the Republicans. … Continue reading
Posted in Debt, Dollar, Food Prices, Monetary Policy, Uncategorized
Tagged Alan Greenspan, Bloomberg, Debt, Deficits, Tax Cuts
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Pas de merde…
…and wait until they internalize these numbers. Bond traders are beginning to be concerned about rising deficits and national debt again https://t.co/VeBwC2yUWS #fixthedebt — Fix the Debt (@FixtheDebt) March 13, 2018
Posted in Bonds, Fiscal Policy, Uncategorized
Tagged Bond Market Vigilantes, bonds, Deficits
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Connecting the Dots: The Coming War Between Generations
Almost everyday the newspaper headlines across the country warn of problems with local government budgets centered around public sector employee wages and benefits. Today one read, County Pension System Hits Tipping Point. The other day it was how one city … Continue reading
Krugman’s Dangerous Misreading of the Bond Market
During his Sunday appearance (click for interview) on This Week With Christiane Amanpour, Paul Krugman spoke the words that make us very uncomfortable. Responding to French finance minister Christine Lagarde’s fiscal austerity and Alan Greenspan’s caution about further stimulus, Krugman … Continue reading
Posted in Bonds, Commodities, Credit, Currency, Equities, Gold, Policy, Politics, Sovereign Risk
Tagged Commodities, Deficits, Gold, Krugman
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Europe’s Ricardian Equivalence vs America’s Keynesianism
We thought this to be the most interesting chart of the recently released World Economic Outlook from the IMF. Japan’s 2011 public sector funding requirement is a stunning 60 percent of GDP, which includes the rollover of maturing debt equivalent … Continue reading
Posted in Bonds, BRICs, China, Commodities, Credit, Currency, Monetary Policy, Politics, Sovereign Risk
Tagged Deficits, ECB, Fiscal Policy, Lagarde, Ricardian Equivalence, Sovereign Debt, Trichet
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