Merrill over Matter

A recent tweet by Kevin Smith of Crescat Capital    (someone I've had the pleasure of meeting in person)   reminded me of just how far ...

Are home prices going up in a sustained manner anytime soon? No A recent presentation by Australian Professor Steve Keen  inspired me to ...

One item I follow are aggregate debt levels as well as additional focus on the consumer as they are a large portion of GDP. A WSJ blog ent...

Earlier this month the Fed released the consumer credit data for May.  Total consumer credit keeps rolling downhill with no sign of slowing ...

The Federal Reserve recently published the updated total consumer debt statistics.  Total consumer debt continues contracting and shows no ...

Consumer credit continues falling.  The rate of decline appears to have stabilized but this means consumer credit continues to contract with...

Total consumer debt statistics (all debt including home loans) came out recently and the credit decline continues.  I have produced a couple...

Consumer credit data came out about 2 weeks ago and the numbers are not getting any better.  Unlike my previous entries showing the very lon...

Consumer credit (consumer loans excluding home loans) was released today.  Consumer credit continues to contract further and faster.  Unlik...

In my previous post I discussed all consumer loans outstanding.  The data is produced quarterly so there is a bit of a lag.  (Another possi...

After some rummaging around I finally found the data series showing total consumer debt outstanding. This series includes both home and non ...

As I have previously posted , the FHA (Federal Housing Administration)  is making loans that are rapidly going bad.  Here are some more d...

Consumer credit outstanding results are not pretty.  Outstanding consumer credit continues falling with neither the first nor second deriva...

Why is this version 2.5? Because we should have learned.  This one is brought to you with the usual actors only this time they are sitting i...

Data published yesterday shows the continued retrenchment of the U.S. consumer. I extended the graph's time period so you can see the la...