Seeking Alpha (April 6)
Recovery is not just a matter of overcoming the virus. In fact, the world faces an overhanging economic challenge. “We’re likely in the later stages of a global debt supercycle. The sheer amount of debt in the world makes temporary income disruptions a lot more financially impactful than they would be in a system with less leverage. As of 2019, global debt surpassed $250 trillion, which is more than 250% of the world’s GDP.”
Tags: Disruptions, Economic challenge, Global debt, Income, Leverage, Recovery, Supercycle, Virus
Institutional Investor (July 14)
Brazil hopes that a return of foreign capital might provide “an economic boost.” The country sure needs it. The economy has slumped “from 7.5 percent in 2010 to just 0.1 percent in 2014.” It is now in recession. “The end of the global commodities supercycle and the oil market collapse explain much of the decline, but domestic policy problems—including a growing deficit and accelerating inflation—are also to blame.”
Tags: Brazil, Collapse, Commodities, Deficit, Economy, Foreign capital, Inflation, Oil, Recession, Supercycle
