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Financial repression

Financial repression refers to the notion that a set of government regulations, laws, and other non-market restrictions prevent the financial intermediaries of an economy from functioning at their full capacity. As can be seen in the chart below, major central banks own a big percentage of their respective outstanding government debt, with the main purpose of maintaining borrowing cost low and devalue the cost of debt by printing money and creating inflation. The #boj owns more than 50% of all Japanese government debt, and the #boe and #ecb are close to owning 40% of their respective goverment debt curves. Financial repression usually ends with #stagflation, since central banks suppress growth and create inflation. And their respective currencies are prone to suffer devaluation since the supply of money needs to grow in order to acquiere the debt. Not a rosy picture.

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Source: Bloomberg



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