A debt-cycle framework argues that governments repeatedly refinance maturing obligations with new borrowing, while interest payments are funded through additional debt. It contends that shrinking populations limit economic growth, making it difficult for GDP to catch up with rising debt burdens.
The framework identifies liquidity and currency debasement as the mechanism used to prevent defaults, arguing that persistent debt growth requires continued debasement and ultimately influences asset prices.
Debt Cycle Framework Links Ongoing Borrowing to Currency Debasement
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