Friday, February 14, 2014

Thoughts on Long-Term Capacity Utilization


Click to enlarge.

A picture's worth a thousand words.

Source Data:
St. Louis Fed: Capacity Utilization: Total Industry

3 comments:

  1. I suspect that later this decade the PTB are going to go full Money Drop on the economy.

    Probably in the form of tax cuts, cutting the tax burden 20% across the board again, and let the deficit do what it will.

    Yes, having lived in Japan in the 1990s, I've seen this movie before.

    http://research.stlouisfed.org/fred2/graph/?g=s7P

    blue is GDP
    red is debt held by the public (less Fed).

    Gross debt includes the SSTF etc, but we'll just print to pay that too.

    Hmm. "Print to Pay", I should trademark that.

    The bottom line is that The System needs a larger nominal economy by 2030, and 1980s style (a bit of teeth) inflation would do a lot of people a lot good.

    http://research.stlouisfed.org/fred2/series/GGGDTAJPA188N

    Japan's Debt-to-GDP arc.

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  2. http://research.stlouisfed.org/fred2/graph/?g=s7Q

    last graph with the US added.

    Gross debt is misleading, since both the BOJ and the Fed have presses and the will to use them.

    In fact, it's a form of competition, who can print more.

    MMT for the (mumble mumble)

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  3. Troy,

    I suspect that later this decade the PTB are going to go full Money Drop on the economy.

    In fact, it's a form of competition, who can print more.

    This quote seems oddly appropriate for some reason, lol. Sigh.

    Gallows humor.

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