7 Comments
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TA's avatar

Alf - can you please explain why you exclude “non-financial” debt? As a newbie, I think that leverage in the financial sector would be a significant risk factor. Thanks.

Nicholas Scholten's avatar

If the 10 year resumes its ascent to 5% - will the conflict in Gaza resume its escalation, full stop.

Mr.Z's avatar

Nice job as always! Bravo Alfonso! (Sei in Italia?? )

Sarah Connor's avatar

With the 10yr teasing 5% today the relentless rise in yields continues. The yield curve is re-steepening and this is bearish.

Forrest Yates's avatar

your "take a look here" link does not work

bayfarer's avatar

Alf where can we find this data wanted to check private sector debt for India

Outlier Trading's avatar

Hey Alf, my name is Erik - I’m an options trader and host a podcast that I’d love to have you on sometime if you’re interested. You can check out my channel www.youtube.com/esinvests Thanks!