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Macro Chart of The Week
With rising interest rates, what about debt and related interest payments for Corporations & the Consumer? This might surprise many, so let the following sink in:

  • corporations have the LOWEST net interest expense since the 1970s … ‘but, how comes bro? Higher interest rates should mean higher debt servicing costs!’. Well, there is a reason why corporations have treasury departments: many companies had enough time in 2020 & 2021 to negotiate very low fixed rates, and they did it!

  • consumer, similar story: financial obligations as share of income is quite low …

Maverick Charts - Macro & More with the November edition coming out soon to town
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Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ... Click to read Maverick Equity Research, a Substack publication with thousands of subscribers.

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