Leverage in the U.S.: Households and Corporations This chart shows the divergence between U.S. non-financial corporations leverage and households leverage. U.S. corporation debt reached a record level of $10.12tn. Image: Gavekal, Macrobond
U.S. Household Debt American debt hits a record high of $13.95 trillion and represents about 73% of GDP vs. about 83% a decade ago. Image: Reuters
Real U.S. Household Net Worth and Bubble Is the wealth of American households experiencing an unsustainable bubble? Well, the current gap between U.S. household net worth and U.S. GDP is the greatest on record. Image: Real Investment Advice
Households and Corporations Debt to GDP and Total Fed Holdings Since the Great Financial Crisis, the private sector has de-leveraged, while the Fed’s balance sheet has risen sharply. Image: Goldman Sachs Global Investment Research
Household Debt Service Ratios by Country China’s household debt has grown rapidly in recent years. Image: Gavekal, Macrobond
House Prices Around Europe Chart showing house prices around Europe since the Great Financial Crisis. House prices in Norway and Sweden have been on a high rising trend. Image: Jeroen Blokland
Debt to Net Worth Ratio for U.S. Households vs. Financial Obligations Ratio Chart suggesting that U.S. household finances are in good shape. This is good news for consumption spending, which accounts for about 70% of all U.S. economic activity. Image: NBF Economics and Strategy
Allocation of U.S. Household Financial Assets According to Goldman Sachs, U.S. households are expected to buy $30 billion in U.S. stocks in 2020. Image: Goldman Sachs Global Investment Research
Inequality – U.S. Gini Coefficient for Households U.S. inequality reached highest level since 1967. Gini coefficient: 0 equals perfect equality, while 1 equals perfect inequality. Image: Deutsche Bank Global Research
Consumption Growth and Household Debt This chart shows the effects of household debt and suggests that high household debt limits consumer spending. Image: Oxford Economics