Insights - debt

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TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.

Do consumers ever borrow again?

13 Apr 2021 - Steven Blitz

If the coming expansion is to be different from the last one, consumers will boost their borrowing relative to income – and there is good reason to believe they will. If they do, real growth gets a lift and so too.

#Federal Reserve #Inflation #US Economy #Debt #Unemployment

Fire starter?

21 Apr 2020 - Dario Perkins

Policymakers all over the world have responded forcefully to COVID-19, using war-time analogies to justify massive expansions in their budget deficits. With governments adding up to 20% pts of GDP to their national.

#Monetary Policy #Inflation #Debt #Covid19

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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