Risk Charts:
When consumers, businesses, or the government takes on too much debt, troubles may lie ahead and factor into the health of the economy. Additionally, markets are, at times, perhaps too richly valued which poses further risks to capital.
High levels of margin debt in the stock market often are associated with stock market peaks.
Rising levels may indicate recession risk.
Problems in the high-yield bonds market are associated with stock market corrections.
Consumer debt levels may be part of a larger narrative regarding the health (and risks) of the consumer.
Consumer debt levels may be part of a larger narrative regarding the health (and risks) of the consumer.
A rising current account (less imports), may be a sign of a slowdown in overall spending.
High HH networth relative to income may indicate overvalued housing or other assets (like stocks).
Housing prices seems to cycle around GDP per capita.