I highly doubt that this kind of information hits public sources before the said phenomenon actually starts to occur. I mean Ron Paulson wouldn't have made $15

I highly doubt that this kind of information hits public sources before the said phenomenon actually starts to occur. I mean Ron Paulson wouldn't have made $15 billion shorting real estate, if everyone in 2007 knew about the then impending housing crisis. That said, the debt to GDP ratio of most developed countries is at some of the highest levels ever seen. That could be an issue but am not sure if it's big enough to cause a recession.