top of page
  • Writer's pictureEdward Ballsdon

US Government Debt Sustainability


Calculations showing the staggering amounts that US Domestic investors will have to invest in USTs to fund the US government to Dec2024.

Assumptions are based on Fed QE targets, deficit targets of the President's Committee for a Responsible Budget and on foreign purchases.

The results demonstrate very clearly the size of the crowing out effect and the impact it will have on private sector investments.

71 views0 comments

Recent Posts

See All

Update on France

An update to the 12Dec23 research on France which concluded that French OATs were at risk of a revaluation: In this research, there are up

The Yield Curve and "This time is different"

This research analyses the ability of the yield curve to forewarn a recession. In conclusion, this time IS and IS NOT different: It’s not the yield curve that predicts recessions, it’s the rise in bot

The deleveraging US consumer and implication for yields

RESEARCH CONTENT Personal Consumption Expenditure (PCE) makes up approximately 68-70% of the US’s GDP. Probably in large part due to tighter monetary policy and the high cost of debt, it should not co


bottom of page