Let’s look beyond the imminent failure of the Super Committee

October 31st, 2011|by Michael Ashley Schulman, Perspectives, The Big Picture|

Let’s look beyond the imminent failure of the Super Committee, and examine implications of the U.S. fiscal picture and debt to GDP ratio by looking at three areas:

  1. The U.S. fiscal profile
  2. “Financial repression” as a way out
  3. The roadmap to (avoiding) a AA rating

The Super Committee’s wranglings are not the main event. Low debt rates, inflation, growth […]