For an in-depth explanation on what the following charts are saying about the economy, real estate, and the financial markets, please click here to listen to Ron Griess' interview airing Saturday, September 29th, on the Financial Sense Newshour with Jim Puplava.
The following charts are assembled from data published in the Federal Reserve's Z.1 release of Flow of Funds Accounts of the United States. The data for the second quarter of 2012 was released on September 20, 2012, so the charts reflect data through June, 2012.
The following six charts look at items from the Balance Sheet of Households and Nonprofit Organizations. We have added comments to each chart (click for full resolution).
Chart 1
Chart 2
Chart 3
Chart 4
Chart 5
Chart 6
The following six charts look at Credit Market Debt – Total, Financial and Domestic Nonfinancial. We have added comments to each chart.
Chart 7
Chart 8
Chart 9
Chart 10
Chart 11
Chart 12