Blogs - debt

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. As independent analysts we have a voice in the public debate on these issues. The content on this page includes: blog posts, research notes and video content. To find out more about our research services and access to our team please Contact Us.



Fed has created the conditions for the next US recession

Fed has created the conditions for the next US recession

22 Oct 2019 - Steven Blitz

Steven Blitz, our Chief US Economist, examines the triggers for the next US recession. The largest risk is household exposure to equity markets. Anyway looking at debt as a trigger is looking in the wrong place.

#Balance Sheets #Debt #Equity Markets #Fed #Interest rates #Liquidity #Recession #Repo market #Steven Blitz

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