U.S. Twin Deficits: Budget & Trade

U.S. Twin Deficits: Budget & Trade May Trump’s fiscal gamble not pay off? Meanwhile, the U.S. twin deficits continue to grow. Image: LPL Research

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day While Donald Trump has won the election, the real “winner” appears to be the U.S. deficit, which is set to grow substantially in the coming years. Have a Great Week, Everyone! 😎

U.S. Election Scenario Probability

U.S. Election Scenario Probability As Republicans gain momentum heading into the U.S. elections, the prospect of their sweeping victory raises both hopes for short-term economic gains and fears of larger deficits and sustained inflationary pressures. Image: Deutsche Bank

U.S. Federal Government Fiscal Balance

U.S. Federal Government Fiscal Balance Running deficits over an extended period of time is not a sustainable fiscal policy. Image: BofA Global Investment Strategy

Germany Foreign Trade Balance

Germany Foreign Trade Balance Germany recorded its first trade deficit in goods since 1991. Could the euro fall further? Image: BofA Global Investment Strategy

U.S. Trade in Goods Balance

U.S. Trade in Goods Balance The U.S. deficit in trade of goods widened, as many businesses have shuttered due to the coronavirus pandemic. Image: The Daily Shot

U.S. Long-Term Budget Outlook

U.S. Long-Term Budget Outlook Large budget deficits over the next 30 years could boost federal debt to unprecedented levels. Image: Congressional Budget Office

U.S. Dollar and Relative Growth (GDP Spread)

U.S. Dollar and Relative Growth (GDP Spread) The chart shows that the U.S. Dollar REER is about relative growth (U.S. GDP – Other Developed Market GDP YoY). You may also like “U.S. Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years” and “U.S. Twin Deficits (% of GDP) Lead U.S.…

Dollar Index vs. MSCI Emerging Markets Relative Performance

Dollar Index vs. MSCI Emerging Markets Relative Performance Interesting chart showing the correlation of -0.89. Emerging markets could soar if the U.S. dollar falls. You may also like “Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years.” Image: Paolo Cardena