"If the global debt pile continues to grow at the average pace of the last 15 years, our back-of-the-envelope estimates suggest that global debt could exceed $360 trillion by 2030—over $85 trillion higher than current levels."
Real Vision Managing editor Ed Harrison hosts Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the opportunities and risks on the investment horizon…
Once freed from conservatorship, Fannie Mae and Freddie Mac will be required to hold a combined $280 billions to protect against losses as independent companies.
"A greater portion of the liquidity that has been injected so far as a function of QE and credit creation, would be deployed into higher yielding non-cash assets such as equities into next year."
there is now $1.4 trillion in zombie debt, an increase almost $1 trillion of debt since the pandemic struck, bringing total obligations to $1.36 trillion, a flood of new debt made possible by the Fed's backstopping of the corporate bond market
"This is the fourth largest sell estimate on record going back to 2000, and ranks in the 96th percentile among all buy and sell estimates in absolute dollar-value."