“Applied International Economics – an analysis of current issues” Course “Applied International Economics – an analysis of current issues” CLASS #3 21 February 2018
US. Federal Debt Deficit Projections
US. projected fiscal deficits
US. GDP and Debt By President
US. 10 yr treasury bond from 2000
US. Upcoming Treasury FLood
US. Treasury Bill, Net Supply
US. T-bill auction
US. Household Debt Rises by 116 Billion
Central banks have become the bond market
Early 19 is when global YoY “QE” turns negative (12m changes in balance sheets, in $bn)
“Credit Looks Expensive” SocGen
GaveKal. US nominal GDP and earnings from 2014
Total Global Credit-Market Debt Owed
US. output gap since 2006
US. recession trigger since 1975
US. Financial stress index St.Louis fed 2018-02-15
US. Financial stress index St.Louis fed 2018-02-15, from 2000
EZ. real per capita GDP since 2007. Conference Board
France. CAC 40 Index
NPLs in Europe 2017
US. Household debt since 2002
UK. consumer debt from 2000
US. Auto loans subprime delinquency 2017-q3
US. BB high-yield 2018-02-15 from 2010
US dollar index WSJ 2018-02-15
US. Loan Rate and Interest Payments from 2004
US. Equity vs bonds from 2008
US. Long-term drivers of economic growth
US. Labor force participation rate since 2006
US. Median household real income since 1985
US. Net worth to Disposable Y from 1950
US. Real average wages from 1970
US. U3 and CPI since 2007
US. UIG from 1996
US. wage share-of-income since 1950
US. wage-growth from 2008
US. wage-inequality since 1973
US Real-savings VS disposable income to 2018
United-states-productivity 2006 to 2016
Decline of labor productivity
Philips' curve