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Cory’s Chart Corner
Humans just repeat the same old themes decade after decade. Today there is far more debt to service, thus greater financial impact on spending. Ask Walmart's CEO if he's noticed any change in consumer behavior while the U.S 10 years hits 5%.
Don’t forget in April of 2007 10 year hit 5.3% and by October of 2008 they were 2%.
Monthly Archives: April 2018
Asset bubbles and the payback period now upon us
We cannot sustain debt and asset bubbles and make the intergenerational books balance. It’s that simple, the center cannot hold. The evidence is everywhere. See: Millennial housing crisis engulfs Britain: Analysis conducted as part of a two-year investigation into intergenerational … Continue reading
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Deglobalization, debt and weak monetary levers
It is typical that late in every financial cycle, central banks are raising rates as demand and global growth are falling until finally central bankers blink and move to cutting rates once more. Different this time: globalization is in a … Continue reading
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Must watch documentary: ‘The China Hustle’
Finally got to this one last night. Now on iTunes and Netflix, everyone should watch it because–consumers, workers, retirees, taxpayers, investors and savers–it affects all of us. The Forbes’ review is here: ‘The China Hustle’ is the most important film … Continue reading
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