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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: studdog who wrote (95768)3/26/2009 2:31:07 PM
From: Elroy Jetson  Respond to of 116555
 
The chart certainly show that Q4 2008 was very early in the deleveraging process, which shows how far it has to go.

Any economic recovery which occurs without a deleveraging will be very anemic and short-lived, followed by other anemic and short-lived recoveries until a deleveraging finally occurs.

Japan experienced this series of meaningless recoveries for more than ten years, which they called their "lost decade". They have now finally decided to experience their long overdue deleveraging.
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To: studdog who wrote (95768)3/26/2009 2:57:31 PM
From: Elroy Jetson  Respond to of 116555
 
These charts are better.

Total Credit Market Debt (US) .

DATA: economagic.com
CHART: economagic.com

Total Credit Market Debt as a percentage of GDP

DATA: economagic.com
CHART: economagic.com

During the Great Depression, "Total Credit Market Debt" declined immediately,

but "Total Credit Market Debt as a percentage of GDP" continued to rise until 1933 as income declined faster than debt until that date.

Total Household Sector Debt

DATA: economagic.com
CHART: economagic.com
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