The raw numbers
These charts pull from live Federal Reserve and Treasury feeds. They focus on debt, money supply, central-bank assets, credit stress, leverage, and the cost of servicing federal debt.
The data does not tell a reader what to buy. It makes the monetary backdrop visible before any allocation discussion begins.
- Money supply and Fed assets
- Debt growth versus GDP growth
- Commercial real estate and margin debt stress
- Interest costs and reverse repo liquidity
Current reference points
National Debt
$39.22T
Total public debt outstanding
Annual Interest Cost
$0.00B
Federal interest payments
Money supply and the Fed balance sheet
M2 Money Supply
Total M2 money supply since 2018.
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Fed Balance Sheet
Assets held by the Federal Reserve.
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Debt growth, credit stress, and leverage
Debt vs GDP Growth
Year-over-year debt growth compared to GDP growth.
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Commercial Real Estate Delinquency
Delinquency rates on CRE loans.
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Margin Debt
FINRA margin debt as a measure of speculative leverage.
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Interest costs and liquidity
Rates vs Interest Payments
Fed funds rate beside federal interest payments.
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Reverse Repo Liquidity
The reverse repo facility as a liquidity reference point.
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