主题:【原创】美国国债简述 -- 听涛
回国很多年了,所以上西西河没有那么方便。统一回复,大家多担待。
1. 这是我因为看到都在说美国国债,但是看不到具体分析,到底情况怎么样。所以就自己找数据,看看情况,完全是自娱自乐;
2. 大家能看一看这个帖子,就已经很厚爱了,非常感谢!
3. 关于对数坐标,在第一张图里大家就看到,对于这个问题,如果还用线性坐标,实际大量信息都湮没掉了。而《美国货币史》里面的图片,即使几年的时间跨度,也用对数坐标,所以,我理解这应该是这个领域较常见的表示方式;
4. 信源。国债用的是美国财政部的数据,GDP是美联储的,文末有链接,顺着给出的链接,大部分相关数据都可以看到;
5. 再次看到熟悉的评论,一切都那么亲切,非常感谢各位!我只要上来,肯定不会删任何评论,会全都发出来(以前西西河的评论都自动就发出来了);
6. 确实没有太严格区分‘债务下降’和‘债务基本稳定’,因为我理解,这两个情况本质都是‘经济不以债务驱动’,和70年代之后的情况完全不同;
7. 很多年没上西西河了,很多操作都不会,大家多体谅
再次感谢各位!
方便起见,我把两个重要数据直接放在下面,分别是国债余额和GDP
发布时间 国债余额 财政年度
2023/9/30 3.31673E+13 2023
2022/9/30 3.09289E+13 2022
2021/9/30 2.84289E+13 2021
2020/9/30 2.69454E+13 2020
2019/9/30 2.27194E+13 2019
2018/9/30 2.15161E+13 2018
2017/9/30 2.02449E+13 2017
2016/9/30 1.95734E+13 2016
2015/9/30 1.81506E+13 2015
2014/9/30 1.78241E+13 2014
2013/9/30 1.67382E+13 2013
2012/9/30 1.60662E+13 2012
2011/9/30 1.47903E+13 2011
2010/9/30 1.35616E+13 2010
2009/9/30 1.19098E+13 2009
2008/9/30 1.00247E+13 2008
2007/9/30 9.00765E+12 2007
2006/9/30 8.50697E+12 2006
2005/9/30 7.93271E+12 2005
2004/9/30 7.37905E+12 2004
2003/9/30 6.78323E+12 2003
2002/9/30 6.22824E+12 2002
2001/9/30 5.80746E+12 2001
2000/9/30 5.67418E+12 2000
1999/9/30 5.65627E+12 1999
1998/9/30 5.52619E+12 1998
1997/9/30 5.41315E+12 1997
1996/9/30 5.22481E+12 1996
1995/9/29 4.97398E+12 1995
1994/9/30 4.69275E+12 1994
1993/9/30 4.41149E+12 1993
1992/9/30 4.06462E+12 1992
1991/9/30 3.6653E+12 1991
1990/9/28 3.23331E+12 1990
1989/9/29 2.85743E+12 1989
1988/9/30 2.60234E+12 1988
1987/9/30 2.35028E+12 1987
1986/9/30 2.1253E+12 1986
1985/9/30 1.8231E+12 1985
1984/9/30 1.57227E+12 1984
1983/9/30 1.37721E+12 1983
1982/9/30 1.14203E+12 1982
1981/9/30 9.97855E+11 1981
1980/9/30 9.07701E+11 1980
1979/9/30 8.26519E+11 1979
1978/9/30 7.71544E+11 1978
1977/9/30 6.9884E+11 1977
1976/6/30 6.20433E+11 1976
1975/6/30 5.33189E+11 1975
1974/6/30 4.7506E+11 1974
1973/6/30 4.58142E+11 1973
1972/6/30 4.2726E+11 1972
1971/6/30 3.9813E+11 1971
1970/6/30 3.70919E+11 1970
1969/6/30 3.5372E+11 1969
1968/6/30 3.47578E+11 1968
1967/6/30 3.26221E+11 1967
1966/6/30 3.19907E+11 1966
1965/6/30 3.17274E+11 1965
1964/6/30 3.11713E+11 1964
1963/6/30 3.0586E+11 1963
1962/6/30 2.98201E+11 1962
1961/6/30 2.88971E+11 1961
1960/6/30 2.86331E+11 1960
1959/6/30 2.84706E+11 1959
1958/6/30 2.76343E+11 1958
1957/6/30 2.70527E+11 1957
1956/6/30 2.72751E+11 1956
1955/6/30 2.74374E+11 1955
1954/6/30 2.7126E+11 1954
1953/6/30 2.66071E+11 1953
1952/6/30 2.59105E+11 1952
1951/6/29 2.55222E+11 1951
1950/6/30 2.57357E+11 1950
1949/6/30 2.5277E+11 1949
1948/6/30 2.52292E+11 1948
1947/6/30 2.58286E+11 1947
1946/6/28 2.69422E+11 1946
1945/6/30 2.58682E+11 1945
1944/6/30 2.01003E+11 1944
1943/6/30 1.36696E+11 1943
1942/6/30 72422445116 1942
1941/6/30 48961443536 1941
1940/6/29 42967531038 1940
1939/6/30 40439532411 1939
1938/6/30 37164740315 1938
1937/6/30 36424613732 1937
1936/6/30 33778543494 1936
1935/6/29 28700892625 1935
1934/6/30 27053141414 1934
1933/6/30 22538672560 1933
1932/6/30 19487002444 1932
1931/6/30 16801281492 1931
1930/6/30 16185309831 1930
1929/6/29 16931088484 1929
1928/6/30 17604293201 1928
1927/6/30 18511906932 1927
1926/6/30 19643216315 1926
1925/6/30 20516193888 1925
1924/6/30 21250812989 1924
1923/6/30 22349707365 1923
1922/6/30 22963381708 1922
1921/6/30 23977450553 1921
1920/7/1 25952456406 1920
1919/7/1 27390970113 1919
1918/7/1 14592161414 1918
1917/7/1 5717770280 1917
1916/7/1 3609244262 1916
1915/7/1 3058136873 1915
1914/7/1 2912499269 1914
1913/7/1 2916204914 1913
1912/7/1 2868373874 1912
1911/7/1 2765600607 1911
1910/7/1 2652665838 1910
1909/7/1 2639546241 1909
1908/7/1 2626806272 1908
1907/7/1 2457188062 1907
1906/7/1 2337161839 1906
1905/7/1 2274615064 1905
1904/7/1 2264003585 1904
1903/7/1 2202464782 1903
1902/7/1 2158610446 1902
1901/7/1 2143326934 1901
1900/7/1 2136961092 1900
1899-07-01 1991927307 1899
1898-07-01 1796531996 1898
1897-07-01 1817672666 1897
1896-07-01 1769840323 1896
1895-07-01 1676120983 1895
1894-07-01 1632253637 1894
1893-07-01 1545985686 1893
1892-07-01 1588464145 1892
1891-07-01 1545996592 1891
1890-07-01 1552140205 1890
1889-07-01 1619052922 1889
1888-07-01 1692858985 1888
1887-07-01 1657602593 1887
1886-07-01 1775063014 1886
1885-07-01 1863964873 1885
1884-07-01 1830528924 1884
1883-07-01 1884171728 1883
1882-07-01 1918312994 1882
1881-07-01 2069013570 1881
1880-07-01 2120415371 1880
1879-07-01 2349567482 1879
1878-07-01 2256205893 1878
1877-07-01 2205301392 1877
1876-07-01 2180395067 1876
1875-07-01 2232284532 1875
1874-07-01 2251690468 1874
1873-07-01 2234482993 1873
1872-07-01 2253251329 1872
1871-07-01 2353211332 1871
1870-07-01 2480672428 1870
1869-07-01 2588452214 1869
1868-07-01 2611687851 1868
1867-07-01 2678126104 1867
1866-07-01 2773236174 1866
1865-07-01 2680647870 1865
1864-07-01 1815784371 1864
1863-07-01 1119772139 1863
1862-07-01 524176412.1 1862
1861-07-01 90580873.72 1861
1860-07-01 64842287.88 1860
1859-07-01 58496837.88 1859
1858-07-01 44911881.03 1858
1857-07-01 28699831.85 1857
1856-07-01 31972537.9 1856
1855-07-01 35586956.56 1855
1854-07-01 42242222.42 1854
1853-07-01 59803117.7 1853
1852-07-01 66199341.71 1852
1851-07-01 68304796.02 1851
1850-07-01 63452773.55 1850
1849-07-01 63061858.69 1849
1848-07-01 47044862.23 1848
1847-07-01 38826534.77 1847
1846-07-01 15550202.97 1846
1845-07-01 15925303.01 1845
1844-07-01 23461652.5 1844
1843-07-01 32742922 1843
1843-01-01 20201226.27 1843
1842-01-01 13594480.73 1842
1841-01-01 5250875.54 1841
1840-01-01 3573343.82 1840
1839-01-01 10434221.14 1839
1838-01-01 3308124.07 1838
1837-01-01 336957.83 1837
1836-01-01 37513.05 1836
1835-01-01 33733.05 1835
1834-01-01 4760082.08 1834
1833-01-01 7001698.83 1833
1832-01-01 24322235.18 1832
1831-01-01 39123191.68 1831
1830-01-01 48565406.5 1830
1829-01-01 58421413.67 1829
1828-01-01 67475043.87 1828
1827-01-01 73987357.2 1827
1826-01-01 81054059.99 1826
1825-01-01 83788432.71 1825
1824-01-01 90269777.77 1824
1823-01-01 90875877.28 1823
1822-01-01 93546676.98 1822
1821-01-01 89987427.66 1821
1820-01-01 91015566.15 1820
1819-01-01 95529648.28 1819
1818-01-01 103466633.8 1818
1817-01-01 123491965.2 1817
1816-01-01 127334933.7 1816
1815-01-01 99833660.15 1815
1814-01-01 81487846.24 1814
1813-01-01 55962827.57 1813
1812-01-01 45209737.9 1812
1811-01-01 48005587.76 1811
1810-01-01 53173217.52 1810
1809-01-01 57023192.09 1809
1808-01-01 65196317.97 1808
1807-01-01 69218398.64 1807
1806-01-01 75723270.66 1806
1805-01-01 82312150.5 1805
1804-01-01 86427120.88 1804
1803-01-01 77054686.4 1803
1802-01-01 80712632.25 1802
1801-01-01 83038050.8 1801
1800-01-01 82976294.35 1800
1799-01-01 78408669.77 1799
1798-01-01 79228529.12 1798
1797-01-01 82064479.33 1797
1796-01-01 83762172.07 1796
1795-01-01 80747587.39 1795
1794-01-01 78427404.77 1794
1793-01-01 80358634.04 1793
1792-01-01 77227924.66 1792
1791-01-01 75463476.52 1791
1790-01-01 71060508.5 1790
observation_date GDP (1e9)
1929/1/1 104.556
1930/1/1 92.16
1931/1/1 77.391
1932/1/1 59.522
1933/1/1 57.154
1934/1/1 66.8
1935/1/1 74.241
1936/1/1 84.83
1937/1/1 93.003
1938/1/1 87.352
1939/1/1 93.437
1940/1/1 102.899
1941/1/1 129.309
1942/1/1 165.952
1943/1/1 203.084
1944/1/1 224.447
1945/1/1 228.007
1946/1/1 227.535
1947/1/1 249.616
1948/1/1 274.468
1949/1/1 272.475
1950/1/1 299.827
1951/1/1 346.914
1952/1/1 367.341
1953/1/1 389.218
1954/1/1 390.549
1955/1/1 425.478
1956/1/1 449.353
1957/1/1 474.039
1958/1/1 481.229
1959/1/1 521.654
1960/1/1 542.382
1961/1/1 562.209
1962/1/1 603.922
1963/1/1 637.45
1964/1/1 684.46
1965/1/1 742.289
1966/1/1 813.414
1967/1/1 859.959
1968/1/1 940.651
1969/1/1 1017.615
1970/1/1 1073.303
1971/1/1 1164.85
1972/1/1 1279.11
1973/1/1 1425.376
1974/1/1 1545.243
1975/1/1 1684.904
1976/1/1 1873.412
1977/1/1 2081.826
1978/1/1 2351.599
1979/1/1 2627.333
1980/1/1 2857.307
1981/1/1 3207.041
1982/1/1 3343.789
1983/1/1 3634.038
1984/1/1 4037.613
1985/1/1 4338.979
1986/1/1 4579.631
1987/1/1 4855.215
1988/1/1 5236.438
1989/1/1 5641.58
1990/1/1 5963.144
1991/1/1 6158.129
1992/1/1 6520.327
1993/1/1 6858.559
1994/1/1 7287.236
1995/1/1 7639.749
1996/1/1 8073.122
1997/1/1 8577.552
1998/1/1 9062.817
1999/1/1 9631.172
2000/1/1 10250.952
2001/1/1 10581.929
2002/1/1 10929.108
2003/1/1 11456.45
2004/1/1 12217.196
2005/1/1 13039.197
2006/1/1 13815.583
2007/1/1 14474.228
2008/1/1 14769.862
2009/1/1 14478.067
2010/1/1 15048.971
2011/1/1 15599.732
2012/1/1 16253.97
2013/1/1 16880.683
2014/1/1 17608.138
2015/1/1 18295.019
2016/1/1 18804.913
2017/1/1 19612.102
2018/1/1 20656.516
2019/1/1 21521.395
2020/1/1 21322.95
2021/1/1 23594.031
2022/1/1 25744.108
2023/1/1 27360.935
- 相关回复 上下关系8
🙂很有心得话题,也分享下一些想法: 10 back 字2770 2024-05-09 23:50:13
🙂感谢,统一回复
🙂根据数据做了相对于存量,美国债年增加率的图 4 居陋巷不改其怒 字1008 2024-05-09 10:05:54
🙂假设美国政府只需要还利息 7 pattern 字249 2024-05-08 06:34:14
🙂短短几年内不会 13 听涛 字1486 2024-05-09 10:42:10
🙂我的理解是下次量化宽松时,会有麻烦 4 pattern 字1196 2024-05-10 05:10:28