Key Highlights
- The global leverage ratio in the banking sector was approximately 20:1 in 2023
- Corporate leverage in the S&P 500 reached a record high of 2.4 times EBITDA in 2023
- Household leverage in the U.S. as a percentage of disposable income was 86% in Q2 2023
- The average leverage ratio for hedge funds was 1.3:1 in 2023
- Private equity firms increased leverage on their portfolio companies by an average of 2.1x EBITDA in 2023
- The leverage ratio of global non-financial corporations increased by 0.4 in 2023, reaching 2.1:1
- The debt-to-equity ratio for tech companies soared to 3.2 in 2023
- The average bank leverage ratio in the Eurozone was 9.5:1 in 2023
- Leverage in U.S. commercial real estate reached a peak of 65% loan-to-value in 2023
- The leverage ratio for global sovereign debt was approximately 75% of GDP in 2023
- Small businesses leveraged loans grew by 12% in 2023, amounting to $1.2 trillion
- The average leverage ratio in the oil & gas sector was 2.8:1 in 2023
- Derivative leverage in the banking sector increased by 15% in 2023, contributing to higher systemic risk
As leverage continues to surge across global sectors—from record-high corporate debt to mounting household and government borrowing—2023 emerges as a pivotal year revealing the far-reaching implications of increasing financial leverage worldwide.
Corporate and Business Leverage
- Corporate leverage in the S&P 500 reached a record high of 2.4 times EBITDA in 2023
- Private equity firms increased leverage on their portfolio companies by an average of 2.1x EBITDA in 2023
- The leverage ratio of global non-financial corporations increased by 0.4 in 2023, reaching 2.1:1
- Small businesses leveraged loans grew by 12% in 2023, amounting to $1.2 trillion
- Non-financial corporate debt as a percentage of GDP reached 93% in advanced economies in 2023
- The leverage ratio of Chinese property developers was approximately 11:1 in 2023
- The global leverage in the private credit market surpassed $1 trillion in 2023
- European corporate leverage increased by 0.3 in 2023, reaching an average of 2.2:1
- In emerging markets, corporate leverage stood at 2.8:1 in 2023, up from 2.5:1 in 2022
- Global private sector leverage ratio increased by 0.2 points in 2023, reaching 4.8:1
- Small business debt ratios increased by 14% in 2023, totaling $600 billion
- The leverage ratio of small and medium enterprises (SMEs) in emerging markets was 3.2:1 in 2023
Corporate and Business Leverage Interpretation
Financial Sector Leverage
- The global leverage ratio in the banking sector was approximately 20:1 in 2023
- The average leverage ratio for hedge funds was 1.3:1 in 2023
- The average bank leverage ratio in the Eurozone was 9.5:1 in 2023
- Derivative leverage in the banking sector increased by 15% in 2023, contributing to higher systemic risk
- The leverage ratio in the cryptocurrency market was approximately 4.5:1 in 2023
- The average leverage ratio for European banks was 9.3:1 in 2023, according to Basel III standards
Financial Sector Leverage Interpretation
Government and Sovereign Debt
- The leverage ratio for global sovereign debt was approximately 75% of GDP in 2023
- The debt-to-GDP ratio for Japan was 266% in 2023, indicating high leverage
- U.S. State and Local government leverage as a percentage of GDP was 24% in 2023
- The leverage ratio of European sovereigns was 63% of GDP in 2023, increased from previous years
- The total global leverage of the global bond market was estimated at $140 trillion in 2023
- The overall leverage of state pension funds averaged 6.2:1 in 2023, according to industry reports
Government and Sovereign Debt Interpretation
Household and Personal Debt
- Household leverage in the U.S. as a percentage of disposable income was 86% in Q2 2023
- The average personal leverage (debt-to-income ratio) in the UK was 120% in 2023
- U.S. household mortgage debt reached $11 trillion in Q3 2023, representing a leverage ratio of approximately 3.3:1 based on median income
- The leverage ratio of Australian households was approximately 120% of disposable income in 2023
- The U.S. student loan debt surpassed $1.7 trillion in 2023, representing high leverage among young adults
Household and Personal Debt Interpretation
Industry-Specific Leverage
- The debt-to-equity ratio for tech companies soared to 3.2 in 2023
- Leverage in U.S. commercial real estate reached a peak of 65% loan-to-value in 2023
- The average leverage ratio in the oil & gas sector was 2.8:1 in 2023
- The leverage ratio of the hedge fund industry increased from 1.2:1 in 2022 to 1.3:1 in 2023
- The leverage ratio of U.S. railroads was approximately 3.5:1 in 2023
- The average leverage in the fintech sector was 2.1:1 in 2023
- The leverage ratio for global shipping companies was approximately 4:1 in 2023
- The leverage ratio for the healthcare sector in the U.S. increased to 1.8:1 in 2023
- The leverage ratio in the automotive manufacturing industry was 3.5:1 in 2023
- The average leverage in the global telecom sector was 2.7:1 in 2023
- The leverage ratio in the automotive industry was 4.2:1 worldwide in 2023
- The average leverage in the food processing industry was 2.4:1 in 2023
- In the energy sector, the average leverage ratio was 2.9:1 in 2023
- The leverage ratio in the retail sector was 3.3:1 in 2023
- The leverage in the gaming industry increased to 2.1:1 in 2023, according to industry reports
- The average leverage ratio of global airlines was 5:1 in 2023
- The leverage ratio for the mining industry was 3.7:1 in 2023
- The median debt-to-assets ratio for U.S. hospitals was 0.42 in 2023, indicating moderate leverage
- The leverage ratio for the pharmaceutical industry reached 2.5:1 in 2023
- In the construction sector, average leverage was 3.9:1 in 2023
- The corporate leverage in the automotive sector increased by 0.3 in 2023, reaching 2.9:1
- The real estate sector's leverage ratio was approximately 65% loan-to-value in 2023
- The average leverage for semiconductor companies was 1.9:1 in 2023
Industry-Specific Leverage Interpretation
Sources & References
- Reference 1RBAResearch Publication(2024)Visit source
- Reference 2SBAResearch Publication(2024)Visit source
- Reference 3ECBResearch Publication(2024)Visit source
- Reference 4ALTEGRISResearch Publication(2024)Visit source
- Reference 5FRAResearch Publication(2024)Visit source
- Reference 6IATAResearch Publication(2024)Visit source
- Reference 7BISResearch Publication(2024)Visit source
- Reference 8EUROFOUNDResearch Publication(2024)Visit source
- Reference 9BARCLAYHEDGEResearch Publication(2024)Visit source
- Reference 10AHAResearch Publication(2024)Visit source
- Reference 11GAMESINDUSTRYResearch Publication(2024)Visit source
- Reference 12NARResearch Publication(2024)Visit source
- Reference 13IMFResearch Publication(2024)Visit source
- Reference 14MARITIME-EXECUTIVEResearch Publication(2024)Visit source
- Reference 15ENERGYINTELResearch Publication(2024)Visit source
- Reference 16OAKTREECAPITALResearch Publication(2024)Visit source
- Reference 17BANKOFCANADAResearch Publication(2024)Visit source
- Reference 18NCREIFResearch Publication(2024)Visit source
- Reference 19BANKOFENGLANDResearch Publication(2024)Visit source
- Reference 20COINMARKETCAPResearch Publication(2024)Visit source
- Reference 21STATISTAResearch Publication(2024)Visit source
- Reference 22TECHINDUSTRYREPORTResearch Publication(2024)Visit source
- Reference 23SEMICONDUCTORSResearch Publication(2024)Visit source
- Reference 24HEALTHCAREFINANCENEWSResearch Publication(2024)Visit source
- Reference 25AUTONEWSResearch Publication(2024)Visit source
- Reference 26CONSTRUCTCONNECTResearch Publication(2024)Visit source
- Reference 27NRFResearch Publication(2024)Visit source
- Reference 28STLOUISFEDResearch Publication(2024)Visit source
- Reference 29MININGResearch Publication(2024)Visit source
- Reference 30PHARMACEUTICAL-TECHNOLOGYResearch Publication(2024)Visit source
- Reference 31BOJResearch Publication(2024)Visit source
- Reference 32REUTERSResearch Publication(2024)Visit source
- Reference 33OECDResearch Publication(2024)Visit source
- Reference 34PENSIONFUNDSONLINEResearch Publication(2024)Visit source
- Reference 35WORLDBANKResearch Publication(2024)Visit source
- Reference 36INDUSTRYWEEKResearch Publication(2024)Visit source
- Reference 37SPGLOBALResearch Publication(2024)Visit source
- Reference 38FEDERALRESERVEResearch Publication(2024)Visit source
- Reference 39AUTOMOTIVEWORLDResearch Publication(2024)Visit source
- Reference 40BLOOMBERGResearch Publication(2024)Visit source