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IMF Warns About Soaring Global Government Debt (semafor.com) 85

The IMF has issued a stark warning over soaring global government debt, saying it is on track to exceed 100% of GDP by 2029. Semafor: Such a ratio would be the highest since 1948, when large economies were rebuilding post-war. Today, "there is little political appetite for belt-tightening," The Economist wrote: Rich nations are reluctant to raise taxes on their beleaguered electorates -- but they're facing pressure to spend more on defense, and on social services for aging populations.

Higher long-term bond yields, meanwhile, suggest investor wariness over governments' balance sheets. In the short term, the debt concerns manifest in political disruption: France's budget fight recently toppled another government, while the US federal shutdown highlights the tension between new spending demands and deficit reduction.

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IMF Warns About Soaring Global Government Debt

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  • But American debt is both a positive thing and a necessity for your quality of life. And let me do a classic Ronald Reagan I'm explaining and losing now to tell you why...

    So 80% of American debt is owned by americans. We literally owe it to ourselves. This is the equivalent of you loaning yourself money. Only it's a little different than that because you're not a nation state.

    When America loans itself money that is effectively creating money supply. That is perfectly fine as long as that money suppl
    • by bradley13 ( 1118935 ) on Thursday October 16, 2025 @12:48PM (#65730056) Homepage
      Disagree. You aren't loaning money to yourself. If we use your analogy, it's like a father borrowing money in the names of all his kids. Sure, maybe he spent some of it on their food and upkeep, but they are the ones who will ultimately be responsible for the borrowing.
      • It's money supply. We're talking about nation states here. When the government hands out money in the form of debt it creates that money out of thin air.

        You can do that as long as there is economic activity backing that money and if you take that money and you actually invest it then you get that economic activity.

        So for example back in 1980 when the Democrats gave Ronald Reagan his military spending in exchange for 1 trillion dollars of infrastructure spending that was a solid investment.

        That i
        • No, that is completely wrong and utterly stupid. What happens in reality is that creating all of this new money leads to inflation. The economic activity and wealth of a country exists independently of the money supply. You could halve or double the amount of money and all it does is change the purchasing power of a dollar. If everyone woke up tomorrow with twice as much money the only thing that would change is that soon everything would cost twice as much as it did the day before.

          You should ask yoursel
        • by gtall ( 79522 )

          "When the government hands out money in the form of debt it creates that money out of thin air. " No it isn't, that money comes from the bond market, not thin air. And bond rates really matter. We can expect the bond rates the U.S. must pay to borrow to raise due to no fiscal discipline in Washington (always cutting taxes on the wealthy because they "create jobs".....create jobs for themselves).

          Washington does other stupid things, like propping up the private medical insurance market causing Americans to pa

      • You don't get what he is saying. The other side of the debt is held by somebody. The interest payment is somebody else's passive income. Whose is it? Other Americans.

      • Indeed, and we don't owe it 'to ourselves' but to the federal reserve, a private corporation that has bought trillions of US debt. So, no.
    • by AmiMoJo ( 196126 )

      There is plenty of money, it's just being hoarded. If more of it was flowing through the economy and thus being taxed, this wouldn't be an issue.

      • Switching to a single pair of healthcare system like watch France and Germany have would save us about half a trillion dollars a year. We could take those savings and use it to pay off our foreign debt in about 15 years.

        But we don't want to do that because it would wreck the value of the us dollar. We want countries to hold a bunch of our debt because that artificially boosts the value of our currency which artificially lowers the cost of buying goods from other countries.

        It would be one thing if we
        • by DarkOx ( 621550 )

          there's no benefit to workers from having consumer goods manufactured in your country anymore. Stuff like coffee pots and TVs and whatnot are almost entirely built by machines except where slave labor exists.

          That is just late 20th century thinking. That worked in mono-polar world where we were the only nation really capable of sustain force projection (security), the reserve currency, and at least some technological superiority.

          Advanced Medical equipment - If China wanted to take that market they could inside a decade. Same thing with chips at this point, they have all the precursors. There is nothing left we can produce that is a 'you can't get there from here' for them any longer, it is just a pick an ite

          • Plus all the B.S. of the last forty years of 'we will do the design and others will do the boring job of building.' But designers used to spend time on the factory floor understanding how to build so as to write the best designs. If you don't know how something is put together you cannot effectively design something.
          • The problem here is that we are all being forced to compete with China in a global race to the bottom.

            What if instead of that we focused on the health and well-being of American citizens?

            I don't mean American first bullshit nationalism nonsense. We don't have to close our borders or anything like that to make things better.

            The only thing I'm talking about is ending the race to the bottom we have been trapped in since Nixon opened up the globe and the factory automation got going in the '80s.
      • Warren Buffet and Apple are the two biggest money hoarders. Look how much money is simply never returned to the economy.
    • by IRIGHTI ( 831307 )

      When America loans itself money that is effectively creating money supply.

      This is patently false. The only way to buy US public debt is with US dollars, that already exist. Buying public debt increases the money velocity some, but that is it. Private debt is what increases the money supply, because all the way up the chain, the Fed created it out of nothing. The Fed is control of money creation.

    • The problem is the interest. In 2024, the US paid about $890 billion in interest payments. That's a whole lot of money that could have been spent on, well, *not* interest. That burden of paying interest makes it harder to put money where it's actually needed, without either cutting programs or raising taxes.

      • The problem is the interest. In 2024, the US paid about $890 billion in interest payments. That's a whole lot of money that could have been spent on, well, *not* interest. That burden of paying interest makes it harder to put money where it's actually needed, without either cutting programs or raising taxes.

        Quite right. I'm Canadian but the same idea applies. I can remember a couple decades ago when our federal debt was a few hundred billion. A lot of money at that time yes, but with some serious effort there was at least a theoretical possibility of paying a significant amount of it off. As our debt approaches 2 trillion today I really hope nobody is kidding themselves thinking any meaningful fraction is ever going to be paid down. It is not like the interest on a mortgage or a loan that goes down over t

    • Yes, while our kids will inherit the debt owed by the government, they will also inherit the bonds sold by the government to citizens to cover that debt.

      But there is still a potential crowding out problem. Every $1 spent to buy a government bond is a $1 that is unavailable for investing in private enterprise. The real question is not if the debt is unsustainable, it is whether the ROI of the marginal $1 spent by the government paid for by debt is greater than the ROI of whatever private enterprise would hav

  • At some point people will stop being distracted by wedge issue bullshit and notice how shitty exploitative rich people have made things, right?

    Because where does it end? Everyone's working in company towns again? Better not piss off the boss.

  • by slipped_bit ( 2842229 ) on Thursday October 16, 2025 @02:11PM (#65730334)

    pressure to spend more on ... social services for aging populations.

    "... pressure to spend more on social services for the imported third world."

    • "... pressure to spend more on social services for the imported third world."

      Oh did the latest Fox News talking points drop? I guess the very predictable problems caused by the baby boom and an economic process that relies on borrowing from future generations which turned out to be smaller and have lower wealth can now be blamed on immigrants too.

      I can understand why you feel threatened. It sounds like your immigrants are some kind of super humans, there's literally nothing they can't do, somehow stealing your jobs while supported by welfare and having access to public socialised me

    • ... imported third world. If there were no pensioners, white trash or racists, Fox News wouldn't have an audience and voters wouldn't protect billionaires.
    • I find it ironic, and delicious, that farmers are going bankrupt at record rates right now https://www.hoosieragtoday.com... [hoosieragtoday.com] due to
      - Inability to find labor (because they were either deported or self-deported)
      - Inability to sell crops overseas (because of the tariff war)

      It's ironic because farmers almost unanimously voted for a President they knew would...deport their workers and start tariff wars.

  • Were I that slack I'd have been fired from every job I ever held.

  • by TJHook3r ( 4699685 ) on Thursday October 16, 2025 @02:32PM (#65730394)
    Has any country really got a profitable economy or is it a giant game of Jenga, with every country borrowing to make the figures look good??!
  • "the US federal shutdown highlights the tension between new spending demands and deficit reduction"

    No, this is not true and hasn't been true for many decades. Republicans, Democrats, conservatives, liberals, all of them want to spend more. Yes, they want to cut back on on some things due to ideology, but they mostly want to expand rather than decrease spending. There's a huge amount of rhetoric, but the actions never match the rhetoric. The only spending reductions ever pushed across are for programs fa

  • This whole narrative is because the neoliberals NEED to get everyone to believe that the 'country is like a household' again. You know, where they pretend the GDP is the same as income and the debt is like having a mortgage, and if you don't pay the mortgage of the big scary bank manager will come and see you. It was the most effective economic narrative we have had since likely forever, because every mom and pop goes 'oh dear, debt is bad!!!'. It meant governments could beat their populations while telling

    • by PPH ( 736903 )

      We saw a way forward - just use fiscal stimulus.

      Well, thank goodness that just grows on trees.

    • It's a lot simpler than GDP vs. debt. It's about spending more than tax revenues bring in.

      There are times when it's appropriate for a government to borrow. For example, when undertaking a massive project that they want to spread payments out over time. Or when times are tough and taxes are down. But borrowing to support the general operating budget, simply is not sustainable. The more the debt grows, the more the interest payments (now almost $1 trillion a year) sap from the budget. It's a death spiral.

  • The shutdown isn't about fiscal responsibility, give us a break.

  • Paul Krugman, darling of the NYT, insisted Debt is GOOD
    https://www.nytimes.com/2015/0... [nytimes.com]

    https://x.com/paulkrugman/stat... [x.com]
    "DEBT IS MONEY WE OWE TO OURSELVES
    DEBT IS MONEY WE OWE TO OURSELVES
    DEBT IS MONEY WE OWE TO OURSELVES
    DEBT IS MONEY ....

    It only make us poorer in aggregate if it crowds out investment â" which is isn't doing"

    (apparently disregarding the obvious, recognized, inevitable consequences of soaring debt)

    Let's remember: in the US, about 20-25% of every year's budget is borrowed against the fut

  • The belt tightening will come when all the exit liquidity is used up after the AI boom is over.

The more data I punch in this card, the lighter it becomes, and the lower the mailing cost. -- S. Kelly-Bootle, "The Devil's DP Dictionary"

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