http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/ Sat, 21 Nov 2009 16:40:10 -0500 http://wordpress.org/?v=2.8.4 hourly 1 http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-132679 Trading Eights » One Controversial, Uncertain, Imperfect Chance: Is It Worth It? Tue, 30 Jun 2009 12:32:22 +0000 http://blogs.cfr.org/setser/?p=5550#comment-132679 [...] private borrowing is so low that public borrowing must make up the difference. A great chart from Brad Setser illustrates this [...] [...] private borrowing is so low that public borrowing must make up the difference. A great chart from Brad Setser illustrates this [...]

]]> http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-132568 Ted Kaehler Sat, 27 Jun 2009 13:49:38 +0000 http://blogs.cfr.org/setser/?p=5550#comment-132568 Please add in venture capital. Perhaps the dot com bubble will appear as a total borrowing peak,and the housing bubble as another. Perhaps the Fed should set a target of (government borrowing + personal + business + venture capital) = a fixed percentage of GDP. The government could lower its borrowing and raise interest rates when a bubble is forming. Please add in venture capital. Perhaps the dot com bubble will appear as a total borrowing peak,and the housing bubble as another.
Perhaps the Fed should set a target of (government borrowing + personal + business + venture capital) = a fixed percentage of GDP. The government could lower its borrowing and raise interest rates when a bubble is forming.

]]> http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-132512 M1 Has Been Declining | Bullish Bankers Fri, 26 Jun 2009 06:49:40 +0000 http://blogs.cfr.org/setser/?p=5550#comment-132512 [...] a large rise in M3 (or a large rise in any money supply measure). By the way, this data supports Brad Setser’s theory that the fall in private borrowing is more than offsetting the rise in government borrowing [...] [...] a large rise in M3 (or a large rise in any money supply measure). By the way, this data supports Brad Setser’s theory that the fall in private borrowing is more than offsetting the rise in government borrowing [...]

]]> http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-132479 Fall off in Private Borrowing | Bullish Bankers Thu, 25 Jun 2009 16:02:33 +0000 http://blogs.cfr.org/setser/?p=5550#comment-132479 [...] I wrote my article Paul Krugman wrote an article citing research done by Brad Setser that supports my thesis. Setser’s analysis predates my article and is really high quality [...] [...] I wrote my article Paul Krugman wrote an article citing research done by Brad Setser that supports my thesis. Setser’s analysis predates my article and is really high quality [...]

]]> http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-132276 Chart: US Government Borrowing Rises Sharply | TopForeignStocks.com Sun, 21 Jun 2009 09:23:38 +0000 http://blogs.cfr.org/setser/?p=5550#comment-132276 [...] Checkout also More on the fall in private borrowing and the rise in the fiscal defict. [...] [...] Checkout also More on the fall in private borrowing and the rise in the fiscal defict. [...]

]]> http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-132022 China: Debt is Up, Trade is Down Mon, 15 Jun 2009 17:10:03 +0000 http://blogs.cfr.org/setser/?p=5550#comment-132022 [...] will not result in soaring real interest rates. In fact Paul Krugman has a brief piece, based on numbers from Brad Setser, that shows the explosive rise in US government debt is more than matched by the [...] [...] will not result in soaring real interest rates. In fact Paul Krugman has a brief piece, based on numbers from Brad Setser, that shows the explosive rise in US government debt is more than matched by the [...]

]]> http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-131996 Debt is up, trade is down, and we still don’t know which way to list Mon, 15 Jun 2009 11:32:50 +0000 http://blogs.cfr.org/setser/?p=5550#comment-131996 [...] will not result in soaring real interest rates. In fact Paul Krugman has a brief piece, based on numbers from Brad Setser, that shows the explosive rise in US government debt is more than matched by the [...] [...] will not result in soaring real interest rates. In fact Paul Krugman has a brief piece, based on numbers from Brad Setser, that shows the explosive rise in US government debt is more than matched by the [...]

]]> http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-131923 Reflections on Garden World Politics Douglass Carmichael » Blog Archive » 111. Where’s the money coming from? Sat, 13 Jun 2009 00:40:18 +0000 http://blogs.cfr.org/setser/?p=5550#comment-131923 [...] it’s always nice to have some real-world data illustrating a principle. From Brad Setser, private and public borrowing in America, as a percentage of [...] [...] it’s always nice to have some real-world data illustrating a principle. From Brad Setser, private and public borrowing in America, as a percentage of [...]

]]> http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-131920 What If The Fed’s Isn’t Printing Money Like A Drunken Sailor? Fri, 12 Jun 2009 21:39:33 +0000 http://blogs.cfr.org/setser/?p=5550#comment-131920 [...] a large rise in M3 (or a large rise in any money supply measure). By the way, this data supports Brad Setser’s theory that the fall in private borrowing is more than offsetting the rise in government borrowing [...] [...] a large rise in M3 (or a large rise in any money supply measure). By the way, this data supports Brad Setser’s theory that the fall in private borrowing is more than offsetting the rise in government borrowing [...]

]]> http://blogs.cfr.org/setser/2009/06/02/the-fall-in-private-borrowing-and-the-rise-in-the-fiscal-defict/#comment-131888 Geo-Graphics » Blog Archive » Offsetting Borrowing Fri, 12 Jun 2009 15:51:04 +0000 http://blogs.cfr.org/setser/?p=5550#comment-131888 [...] Economists Clash on Shifting Sands Setser: Fall in Private Borrowing, Rise in Fiscal Deficit Setser: Who Bought All the Treasuries? Federal Reserve: U.S. Flow of [...] [...] Economists Clash on Shifting Sands Setser: Fall in Private Borrowing, Rise in Fiscal Deficit Setser: Who Bought All the Treasuries? Federal Reserve: U.S. Flow of [...]

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