Financial flows beneath the macro tape

Sectoral Balances

Track how government deficits, private saving and the external balance offset one another across the U.S. economy.

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Data sourceFRED / BEA

The accounting identity

Every financial surplus has an offsetting deficit.

The balances always reconcile. The useful question is which sector is supplying or absorbing the financial assets—and how that mix is changing.

Private+Government+Foreign= 0

Latest complete quarter

Current balance map

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Normalized history

Who is lending and who is borrowing?

Quarterly balances as a share of nominal GDP. Positive values are net lending; negative values are net borrowing.

Households & institutionsDomestic businessGovernmentForeign

Inside the private balance

Households versus domestic business

These components add to the private-sector balance apart from small statistical discrepancies.

Households & institutionsDomestic business

How to use it

Context, not a mechanical trading signal

A widening government deficit generally adds financial assets to the nongovernment sectors, while a current-account deficit transfers part of that support abroad. A rising private surplus can indicate healthier buffers—or defensive saving. Combine these slow quarterly flows with DailySlop’s live regime, breadth and sector leadership.