#debtdeflation — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #debtdeflation, aggregated by home.social.
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'If the 2020 COVID recession was a controlled explosion as governments shut down their economies, what the world faced in 2008 was more akin to a potential nuclear explosion.
That's unlikely to be repeated.'
https://www.reuters.com/commentary/reuters-open-interest/could-an-ai-market-crash-rival-2000-or-2008-unlikely-2026-07-29/I beg to differ but it won't be 2000 or 2008. It's gonna be more like 1929-1933.
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'If the 2020 COVID recession was a controlled explosion as governments shut down their economies, what the world faced in 2008 was more akin to a potential nuclear explosion.
That's unlikely to be repeated.'
https://www.reuters.com/commentary/reuters-open-interest/could-an-ai-market-crash-rival-2000-or-2008-unlikely-2026-07-29/I beg to differ but it won't be 2000 or 2008. It's gonna be more like 1929-1933.
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Junk bonds lead the way? We're almost there? Well, maybe NVidia is bailing out the whole market. We'll see
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Junk bonds lead the way? We're almost there? Well, maybe NVidia is bailing out the whole market. We'll see
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Nur muss der KREDIT immer in dem GELD gezahlt werden, in welchem er ausgestellt wurde, und jetzt wir, nun kommen, naja..
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Nur muss der KREDIT immer in dem GELD gezahlt werden, in welchem er ausgestellt wurde, und jetzt wir, nun kommen, naja..
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Worth a read. Good example for what is happening as backround noise in the US economy. There's still a lot of cash incoming from the government to keep many alive but behind those deficits something scary is waiting to wake up..
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Worth a read. Good example for what is happening as backround noise in the US economy. There's still a lot of cash incoming from the government to keep many alive but behind those deficits something scary is waiting to wake up..
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'Euro-Zone Banks Further Tighten Companies’ Credit Standards'
https://www.bloomberg.com/news/articles/2026-07-21/euro-zone-banks-further-tighten-companies-credit-standardsDie Musik spielt noch, aber nicht mehr alle dürfen mittanzen, was wiederum dazu führt, usw. usf.
#debtdeflation -
'Euro-Zone Banks Further Tighten Companies’ Credit Standards'
https://www.bloomberg.com/news/articles/2026-07-21/euro-zone-banks-further-tighten-companies-credit-standardsDie Musik spielt noch, aber nicht mehr alle dürfen mittanzen, was wiederum dazu führt, usw. usf.
#debtdeflation -
Crazy headline. People don't have enough money to buy food. US mass media: Oh no, Walmart's profit, oh dear.
Anyway. It seems we're reaching the end of the almighty US consumer. And what do you think? Are they gonna raise prices in this situation?
#debtdeflation -
Crazy headline. People don't have enough money to buy food. US mass media: Oh no, Walmart's profit, oh dear.
Anyway. It seems we're reaching the end of the almighty US consumer. And what do you think? Are they gonna raise prices in this situation?
#debtdeflation -
Japanfication of the American real estate market in Maine:
(but sure, prices will only go up, up and up...)
#debtdeflation -
Japanfication of the American real estate market in Maine:
(but sure, prices will only go up, up and up...)
#debtdeflation -
On going crash in commercial real estate. Someone has to take the L. Probably the bank which gave out the loans. At some point the bank has to write it down. This reduces the bank's ability to give out more new loans which leads to and so on..
#debtdeflation -
On going crash in commercial real estate. Someone has to take the L. Probably the bank which gave out the loans. At some point the bank has to write it down. This reduces the bank's ability to give out more new loans which leads to and so on..
#debtdeflation -
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Whoopsie, the mighty US consumer is struggling. The US government and AI capex. That's it. We'll see how long this can push the 15year bull market, before reality comes back to bite everyone in the ass.
#debtdeflation -
Whoopsie, the mighty US consumer is struggling. The US government and AI capex. That's it. We'll see how long this can push the 15year bull market, before reality comes back to bite everyone in the ass.
#debtdeflation -
'Big Tech’s $25 Billion Mega Bond Sales Are Pushing Market Limits'
https://www.bloomberg.com/news/articles/2026-07-08/big-tech-s-25-billion-mega-bond-sales-are-pushing-market-limitsPeak AI bubble?
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'Big Tech’s $25 Billion Mega Bond Sales Are Pushing Market Limits'
https://www.bloomberg.com/news/articles/2026-07-08/big-tech-s-25-billion-mega-bond-sales-are-pushing-market-limitsPeak AI bubble?
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Ongoing crash in commercial real estate.
#debtdeflation -
Ongoing crash in commercial real estate.
#debtdeflation -
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Do you remember Fannie Mae and Freddie Mac? 🙃
#debtdeflation -
Do you remember Fannie Mae and Freddie Mac? 🙃
#debtdeflation -
''Bloodbath for sellers': Tales from the frontlines of Toronto's condopocalypse'
https://financialpost.com/feature/toronto-condo-correction-fortunes-lost
#debtdeflation -
''Bloodbath for sellers': Tales from the frontlines of Toronto's condopocalypse'
https://financialpost.com/feature/toronto-condo-correction-fortunes-lost
#debtdeflation -
'US Banks' Unrealized Losses Rise to $316 Billion'
https://www.mexc.com/news/1164657That's before the real crisis will hit. With the new accounting rules they can prolong this, but even the Lannisters have to pay their debt at some point. It's a matter of time, how the economy will develop over the next 1-3years, what the FED will do, and what happens in the SoH & AI bubble.
Though, that's one of the reasons I think we're gonna see the next big one soon.
#debtdeflation -
'US Banks' Unrealized Losses Rise to $316 Billion'
https://www.mexc.com/news/1164657That's before the real crisis will hit. With the new accounting rules they can prolong this, but even the Lannisters have to pay their debt at some point. It's a matter of time, how the economy will develop over the next 1-3years, what the FED will do, and what happens in the SoH & AI bubble.
Though, that's one of the reasons I think we're gonna see the next big one soon.
#debtdeflation -
'Financial leverage is hard to track. We never know exactly who owes how much to whom, until a weakening economy or falling asset prices causes defaults in unexpected places.'
https://www.ft.com/content/8c8c090b-4a91-4de6-8d27-80c3372a59e2?syn-25a6b1a6=1For this reason you can't time the market, but at some point people have to lay down their hand/ pay down their debts.
#debtdeflation -
'Financial leverage is hard to track. We never know exactly who owes how much to whom, until a weakening economy or falling asset prices causes defaults in unexpected places.'
https://www.ft.com/content/8c8c090b-4a91-4de6-8d27-80c3372a59e2?syn-25a6b1a6=1For this reason you can't time the market, but at some point people have to lay down their hand/ pay down their debts.
#debtdeflation -
He surely brings outlier examples, but these numbers are still crazy. The crash in commercial real estate is ongoing.
#debtdeflation -
He surely brings outlier examples, but these numbers are still crazy. The crash in commercial real estate is ongoing.
#debtdeflation -
This will change in the next years.
#debtdeflation -
This will change in the next years.
#debtdeflation -
'Xi Jinping wants China to boost demand. Why isn’t it working?
Activity is sputtering midway through 2026, undercutting efforts to galvanise the economy'
https://www.ft.com/content/7db72916-3f9f-42c6-bd28-b5c7f51ed573Ordentlicher Artikel zu Chinas aktuellen Problemen.
#debtdeflation -
'Xi Jinping wants China to boost demand. Why isn’t it working?
Activity is sputtering midway through 2026, undercutting efforts to galvanise the economy'
https://www.ft.com/content/7db72916-3f9f-42c6-bd28-b5c7f51ed573Ordentlicher Artikel zu Chinas aktuellen Problemen.
#debtdeflation -
'Housing Starts Crash 15.4 Percent on Top of Steep Negative Revision'
https://mishtalk.com/economics/housing-starts-crash-15-4-percent-on-top-of-steep-negative-revision/ -
'Housing Starts Crash 15.4 Percent on Top of Steep Negative Revision'
https://mishtalk.com/economics/housing-starts-crash-15-4-percent-on-top-of-steep-negative-revision/ -
That's the crisis before the next big crash. The poorest 60-80% are already struggling, but they will use all possibilities to keep up. To make the next payment on their debt while surviving. This is the build up. It all comes down with rising defaults and something that will spark the fire. Timing is still impossible to guess, but there are signs. This is one of them.
#debtdeflation -
That's the crisis before the next big crash. The poorest 60-80% are already struggling, but they will use all possibilities to keep up. To make the next payment on their debt while surviving. This is the build up. It all comes down with rising defaults and something that will spark the fire. Timing is still impossible to guess, but there are signs. This is one of them.
#debtdeflation -
So what the fuck is going on? For the economy this is a good write up of what we can expect over the next 6-18 months.
Act acordingly!
#debtdeflation -
So what the fuck is going on? For the economy this is a good write up of what we can expect over the next 6-18 months.
Act acordingly!
#debtdeflation