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Debt crisis

A heavy public debt burden raises the risk of default and harsh fiscal consolidation.

Playbook

Watch government bond yields, avoid concentration in local government debt, keep a liquid reserve.

Recommendations

  • Check the share of government bonds in your portfolio

    Reduce it when yields are rising.

Markers

The macro conditions that define this scenario. A country's score is the weighted share of markers currently met.

IndicatorConditionPeriodsWeight
Central government debt to GDPgt 90.0000 %22.00
Real interest rategt 5.0000 %11.00