1. “Applied International Economics – an analysis of current issues”
Course
“Applied International Economics – an analysis of current issues”
CLASS #3
21 February 2018

2. US. Federal Debt Deficit Projections

3. US. projected fiscal deficits

4. US. GDP and Debt By President

5. US. 10 yr treasury bond from 2000

6. US. Upcoming Treasury FLood

7. US. Treasury Bill, Net Supply

8. US. T-bill auction

9. US. Household Debt Rises by 116 Billion

10. Central banks have become the bond market

11. Early 19 is when global YoY “QE” turns negative (12m changes in balance sheets, in $bn)

12. “Credit Looks Expensive” SocGen

13. GaveKal. US nominal GDP and earnings from 2014

14. Total Global Credit-Market Debt Owed

15. US. output gap since 2006

16. US. recession trigger since 1975

17. US. Financial stress index St.Louis fed 2018-02-15

18. US. Financial stress index St.Louis fed 2018-02-15, from 2000

19. EZ. real per capita GDP since 2007. Conference Board

20. France. CAC 40 Index

21. NPLs in Europe 2017

22. US. Household debt since 2002

23. UK. consumer debt from 2000

24. US. Auto loans subprime delinquency 2017-q3

25. US. BB high-yield 2018-02-15 from 2010

26. US dollar index WSJ

27. US. Loan Rate and Interest Payments from 2004

28. US. Equity vs bonds from 2008

29. US. Long-term drivers of economic growth

30. US. Labor force participation rate since 2006

31. US. Median household real income since 1985

32. US. Net worth to Disposable Y from 1950

33. US. Real average wages from 1970

34. US. U3 and CPI since 2007

35. US. UIG from 1996

36. US. wage share-of-income since 1950

37. US. wage-growth from 2008

38. US. wage-inequality since 1973

39. US Real-savings VS disposable income to 2018

40. United-states-productivity 2006 to 2016

41. Decline of labor productivity

42. Philips' curve