[HN Gopher] Why northern Europe is so indebted
___________________________________________________________________
 
Why northern Europe is so indebted
 
Author : disadvantage
Score  : 67 points
Date   : 2023-03-20 21:16 UTC (1 hours ago)
 
web link (theloop.ecpr.eu)
w3m dump (theloop.ecpr.eu)
 
| sohtym wrote:
| Seems a bit general. Sweden is very much in debt because of the
| housing market. 15 years ago there were little regulation. You
| could get a 100 year mortgage with a variable rate and no money
| down. At the same time the government sold large amounts of
| public housing at below public market rate. Interest rates went
| from ~4% to ~1.5%. With no wealth or property taxes, but with tax
| deductions for renovations and interest rate payments. Most
| apartment buildings are co-ops, where the co-op have loans as
| well. Gradually there have been more regulation, but most still
| have variable rate mortgages which they are personally liable for
| and with no real a way to declare bankruptcy. Now interest rates
| will probably reach 4% again so hang on I guess.
 
  | belter wrote:
  | 300 to 400 year mortgages, on a fixed rate, sounds like my kind
  | of deal...
 
  | dijit wrote:
  | Last time I looked at statistics Swedens debt to GDP was 35%,
  | one of the lowest I saw, which doesn't really make sense to me
  | when I consider the weakness of the currency, but then again I
  | am just a humble engineer and I have no clue about these
  | things.
  | 
  | UK is close to 100% debt to GDP at the moment, the highest in
  | recorded history.
 
    | engineeringwoke wrote:
    | The big issue in northern Europe is private debt, not
    | government debt. Totally reasonable to not know
 
      | JUNGLEISMASSIVE wrote:
      | [dead]
 
    | bobthepanda wrote:
    | One of the benefits of a high tax regime is that it's not
    | hard to not need to borrow money if you're smart about it.
    | 
    | I follow some stuff about public transit, and Sweden has
    | lower construction costs than the UK by an order of
    | magnitude.
 
  | nonethewiser wrote:
  | It's a measure of household debt. Household debt is a general
  | term that encompasses all type of debt including mortgages. Of
  | course it's general.
 
| DavidVoid wrote:
| As always with debt, how bad it is very much depends on the
| interest rate of the loans. I bought an apartment here in Sweden
| a couple of years ago with the minimal required down payment (
| _kontantinsats_ ) of 15%, but 20% of my debt is still my student
| loan that currently has an interest rate of 0.59% (it was 0% a
| few years ago).
| 
| I will say that the housing loans here have one potential issue
| though: it's _very_ common to have a variable (or only 2 year
| fixed) interest rate on your loan, so Swedish borrowers will
| notice increased interest rates much sooner than borrowers in
| countries where 5+ year fixed rates are common.
| 
| Around 80% of new loans for house purchases here have their
| initial rate fixed for only 1 year or shorter [1].
| 
| [1]
| https://sdw.ecb.europa.eu/quickview.do;jsessionid=3DC3C894DA...
 
  | jopsen wrote:
  | I live in Denmark, got 15 year mortgage at 0.5% (1% including
  | fees)..
  | 
  | But the variable mortgages are a bit sketchy, they could very
  | well be a bomb under housing market -- and could cause prices
  | to collapse.
 
  | nonethewiser wrote:
  | What are the interest rates now? Presumably they are
  | significantly higher than a few years ago. Although maybe there
  | is a delay.
 
| cmrdporcupine wrote:
| The explanation here still wasn't clear to me after several
| readings. They're showing that a bias towards social spending on
| the elderly was co-related with higher overall debt. But I'm
| unclear on their explanation.
| 
| Given they're talking about mortgage debt in particular, would
| like to see plotted against housing prices.
| 
| Especially curious if certain kinds social spending helps shore
| up baseline housing prices by increasing aggregate spending, by
| putting more cash in the system but also by reducing
| foreclosures/bankruptcies.
| 
| And most importantly, if seniors can stay in their homes longer
| -- because of adequate pension systems -- that means less houses
| dumped on the market. "Selling the family home so I can afford to
| retire" (aka downsizing) is a pretty common maneuver in the
| Anglo-American economies [where pensions are dubious]. When all
| the baby boomers finally liquidate their real estate assets, it
| should be interesting to see what happens to housing prices. in
| North America
 
  | plastic3169 wrote:
  | I read it like welfare spending towards young caused the higher
  | debt taking. Countries which had the bias towards elderly don't
  | encourage to take loans.
  | 
  | Also I've found that housing prices follow closely the ability
  | to take loans up here.
 
| matsemann wrote:
| When you live in a stable society and have gotten a free
| education and a nice job, it makes sense to get a loan to buy a
| place to live and start paying a mortgage instead of debt.
| 
| Contrast with a society where the average education might be
| lower, less people having a stable job in a slow labor market,
| and if you lose your job there is no safety net. Hard to get a
| loan, so end up renting for longer, and in turn have a lower
| average debt.
| 
| Debt can be a proxy for a well working society, as you have the
| means to invest in your future, not just putting out short term
| fires.
 
  | sacnoradhq wrote:
  | In the absence of credit, if everyone had to pay with
  | everything in cash, almost no one would have a home or car.
  | 
  | It's stability of ability to service debt that matters, not the
  | debt itself.
  | 
  | High debt / income ratio at the micro level is bad, of course.
 
  | sohtym wrote:
  | > Contrast with a society where the average education might be
  | lower, less people having a stable job in a slow labor market,
  | and if you lose your job there is no safety net.
  | 
  | Educational attainment in the Nordic countries isn't actually
  | that good. It might have been at one point. These days I think
  | it sometimes looks good because some statistics count having
  | any experience at higher levels, which having cost-free
  | education facilitates. If you instead look at actual degrees
  | the Nordic countries are average among OECD countries.
  | Bachelor's degrees       OECD Average 18%       Iceland
  | 21%       Denmark      20%       Norway       20%       Sweden
  | 18%       Finland      20%
  | 
  | Countries above 21% in OECD: Australia, Belgium, Canada,
  | Colombia, Greece, Ireland, Israel, Japan, Korea, Lithuania,
  | Netherlands, New Zealand, Switzerland, United Kingdom, United
  | States.
  | 
  | Source: https://www.oecd-
  | ilibrary.org/sites/b35a14e5-en/1/3/2/1/inde...
 
  | dmos62 wrote:
  | That's what the article said. Mortgage debt can be a proxy for
  | privilege, while consumer debt can be a proxy for need.
 
  | ajsnigrutin wrote:
  | Also, most europeans tend to settle down, and not move across
  | the continent every few years, so buying instead of renting
  | makes even more sense, since you'll be staying in that house
  | probably for the rest of your life.
 
    | Hamuko wrote:
    | Where the hell are people "moving across the continent every
    | few years"?
 
      | labster wrote:
      | The US and Canada.
 
      | djbusby wrote:
      | USA. Eg: Seattle has lots of out-of-state migrants, as does
      | SFBay, Boston and NY.
 
        | Hamuko wrote:
        | What's the source for that? Doesn't sound right when I've
        | seen claims such as "nearly 72% of Americans live in or
        | close to the city where they grew up" [1] and "the
        | typical adult lives only 18 miles from his or her mother"
        | [2].
        | 
        | [1] https://www.prnewswire.com/news-releases/what-
        | percentage-of-...
        | 
        | [2] https://www.nytimes.com/interactive/2015/12/24/upshot
        | /24up-f...
 
        | chucksmash wrote:
        | The irony of having this discussion on a site run by
        | people who pay potential founders to move across the
        | continent for a couple of months.
 
        | sacnoradhq wrote:
        | Seems a Good Thing(tm) signaling economic activity and a
        | draw that more people want to be in proximity of said
        | activity.
 
        | vonmoltke wrote:
        | First, "out of state" doesn't mean "across the continent"
        | (though that is more likely in Seattle or SF, since
        | they're rather isolated from out of state population
        | centers).
        | 
        | Second, that is not evidence in the slightest of people
        | doing this "every few years". Hell, most people don't
        | want to move locally that often, let alone an expensive
        | and very disruptive long distance move.
 
      | [deleted]
 
      | ajsnigrutin wrote:
      | https://www.census.gov/topics/population/migration/guidance
      | /...
      | 
      | This is geoblocked in slovenia, but the google summary
      | says:
      | 
      | > Using 2007 ACS data, it is estimated that a person in the
      | United States can expect to move 11.7 times in their
      | lifetime
      | 
      | If we neglect the student ages for those without student
      | housing or living nearby, most people here move from their
      | parents to their own place, maybe again if they're renting,
      | and then to a "better place" if they can afford one later
      | on. 11.7 times is way above what most people here do.
      | 
      | 80 years of life, 11.7 movings, 6.8 years between moving.
      | Realistically more often than that during younger years,
      | since I'd guess retired people move less often.
 
        | nonethewiser wrote:
        | You didn't address the "across the continent every few
        | years" part. Moving frequently on average in no way
        | indicates they are moving across the country every few
        | years.
 
  | nonethewiser wrote:
  | > and start paying a mortgage instead of debt.
  | 
  | But a mortgage is debt ... ?
  | 
  | I'm not sure this accounts for it. Paying a mortgage "instead"
  | implies it's merely a replacement. But in reality the debt is
  | 2-4x higher than other OECD countries.
  | 
  | This stat makes it sound rather unsustainable:
  | 
  | >Four in 10 mortgage borrowers in Sweden are not paying off
  | their debt, and those that are repaying the principal do so at
  | a rate that would on average take nearly a century.
  | 
  | https://www.cnbc.com/amp/2014/08/24/swedish-household-debt-s...
 
    | DavidVoid wrote:
    | > Four in 10 mortgage borrowers in Sweden are not paying off
    | their debt,
    | 
    | I believe this is no longer true. Since 2016 there is an
    | _amorteringskrav_ (amortization requirement) on housing
    | loans. All new housing loans with a loan-to-value ratio of
    | 70% or higher must pay off at least 2% of the loan per year,
    | and if you 're below 70% then you must pay off at least 1%
    | per year until you're below 50%. You must also pay an
    | additional 1% per year if you've borrowed more than 4.5 times
    | your yearly salary (excluding taxes).
    | 
    | When you buy a house/apartment it's most common to have an
    | initial loan-to-value ratio of 85% (since you're only allowed
    | to get a housing loan for up to 85% of the property's value).
 
  | mfer wrote:
  | > When you live in a stable society and have gotten a free
  | education and a nice job
  | 
  | The education isn't free. It's covered by taxes so you, and
  | everyone else, pays for it for a long time. There's quite an
  | expense to have the instructors, buildings, etc.
  | 
  | I'm glad you think the people who haul away garbage, are
  | plumbers, are electricians, etc have nice jobs. Those jobs
  | exist and people do them in those stable societies.
  | 
  | > paying a mortgage instead of debt
  | 
  | A mortgage is a form of debt.
  | 
  | > Contrast with a society where the average education might be
  | lower, less people having a stable job in a slow labor market,
  | and if you lose your job there is no safety net.
  | 
  | This is where things get weirdly complicated. Where I live
  | there are safety nets. The state has said that only about 10%
  | of what's available is used. Where there are safety nets many
  | people don't try to use them. I know people who complained
  | about a lack of safety nets and didn't take advantage of the
  | ones available to them.
  | 
  | > Hard to get a loan, so end up renting for longer, and in turn
  | have a lower average debt.
  | 
  | It's far more complex than that. For example, businesses are
  | buying homes up for far more than asking price and what most
  | people can pay. So they can turn around and rent them. This is
  | all driving up the asking price for homes.
  | 
  | > Debt can be a proxy for a well working society, as you have
  | the means to invest in your future, not just putting out short
  | term fires.
  | 
  | This really depends on where debt is. In the US a lot of debt
  | is to fuel consumerism. Or, to have more things now. A lot of
  | the parts of society drive people to this. It's become
  | cultural.
 
    | tester756 wrote:
    | >The education isn't free.
    | 
    | That's just directly vs indirectly, isn't it?
 
| kevmo wrote:
| "Debt, n. An ingenious substitute for the chain and whip of the
| slavedriver."
| 
| - Ambrose Bierce, Devil's Dictionary
 
| adaml_623 wrote:
| I really don't like the graphs / diagrams in that article. I feel
| they need units on the graphs.
| 
| And figure 2. is based on data from 2007
| 
| And figure 3. is comparing very different things on the same
| diagram.
| 
| If this were an undergraduate project I would not give it a pass.
 
| [deleted]
 
| jahnu wrote:
| More on Danish mortgages from last year
| 
| https://www.washingtonpost.com/business/denmarks-mortgage-ma...
 
| nonethewiser wrote:
| Many of the reactions here seem rather defensive. Observing that
| mortgages are the main driver isn't some takedown of the article.
| It makes the exact same observation.
 
  | bkor wrote:
  | > It makes the exact same observation.
  | 
  | I find it highly difficult to figure out what the article is
  | trying to say. This especially as it's trying to say something
  | about private debt vs the welfare system. I don't understand
  | what the article is trying to say, especially the link between
  | welfare system vs mortgages vs debt.
 
| thedudeabides5 wrote:
| Maybe it has something to do with the negative interest rates?
 
| viking1066 wrote:
| It would make sense to correct for home ownership rate. With
| higher rates of home ownership, a higher debt is justified.
| 
| For example USA and Germany seems to have about the same level of
| household debt, but USA has 65% home ownership rate, while
| Germany has only 51%.
| 
| https://en.wikipedia.org/wiki/List_of_countries_by_home_owne...
| 
| The other interesting thing is that South Europe in general has a
| longer history of financing public works like churches, than
| Northern Europe, but in terms of household debt, that
| relationship seems inverted.
 
| mikaeluman wrote:
| Change the title name to be more approptiate. This is about
| private debt, not total debt.
| 
| "Why Northern Europe is so indebted" sounds like clickbait...
 
  | nonethewiser wrote:
  | "Northern Europeans" would be more accurate
 
| VWWHFSfQ wrote:
| It's my understanding that the northern European countries have
| very low immigration rates which means that their existing
| (mostly native) population is entirely responsible for their
| economic growth. That population grows old and fewer and fewer
| young people are available to contribute to the state-funded
| "welfare" to support their parents retired lifestyles. So the
| debt accrues and the country eventually becomes a "welfare state"
| with young people paying 50-60% of their income to taxes.
 
  | whitemary wrote:
  | Northern European countries have significantly higher fertility
  | rates than the US. See: https://www.cia.gov/the-world-
  | factbook/field/total-fertility...
  | 
  | > Total Fertility Rate (TFR) is a more direct measure of the
  | level of fertility than the crude birth rate, since it refers
  | to births per woman.
 
  | jltsiren wrote:
  | It depends on the country. Sweden and Norway have a larger
  | share of foreign-born population than the US and the UK.
  | Netherlands is roughly on the same level as the US and the UK,
  | while Denmark and Finland have fewer immigrants.
 
| mikl wrote:
| Maybe over a decade of near-zero interest rates could have
| something to do with it?
| 
| The cheaper it is to borrow money, the more people borrow,
| unsurprisingly.
| 
| This is what's been driving the massive rises in property prices
| the last many years. It's straight out of "Economic Bubble
| Creation 101".
 
| layer8 wrote:
| May load faster: https://archive.ph/J72Cl
 
| cronin101 wrote:
| This is such a non-story, mainly driven by the fact that home
| ownership in Nordic countries is ubiquitous (80% of Norwegians
| OWN their primary dwelling) combined with the high medium incomes
| resulting in those houses being quite expensive. I'd really
| recommend not trying to draw any deeper conclusions from this
| data.
| 
| Edit: by "own" I mean "have a non-paid off mortgage", the tax on
| net wealth here actually disincentives paying off a mortgage
| early vs "leveling up" your debt/house.
 
  | robomartin wrote:
  | > 80% of Norwegians OWN their primary dwelling
  | 
  | I see your clarification. Question: In Norway, if you pay-off
  | your mortgage, do you still owe annual taxes on your property?
  | If so, how much? What happens if you don't pay property taxes?
  | 
  | One of the things that has always bothered me about home
  | "ownership" is that, from my perspective, at least in the US,
  | you never really own your home. You can pay off your mortgage,
  | of course. However, if you stop paying property taxes you can
  | lose your property in a forced sale.
  | 
  | That is not my definition of owning something. If it can be
  | taken away, you do not own it. We have somehow been led to
  | believe we can own property. I don't think that's the case. If
  | you own your property it should mean that you can live there
  | with zero income and have nothing to pay anyone except for the
  | things you want to pay for (power, gas, connectivity,
  | whatever).
  | 
  | Someone might say: We need taxes to pay for X. Well, sure. I
  | get that. We should get that money through other means, not
  | through a system where people work their entire lives to pay
  | off a mortgage only to discover they will have to keep paying
  | to "own" that home for the rest of their lives. Perhaps the
  | distinction should be your residence vs. investment/rental
  | property. Not sure. Haven't through it through much deeper than
  | that.
 
    | yokoprime wrote:
    | > if you pay-off your mortgage, do you still owe annual taxes
    | on your property
    | 
    | Depends on where you live. Some counties has property taxes,
    | others do not. One reason for why Norwegians have lots of
    | debt is that its subsidized since you can write off parts of
    | the interests from your taxes. Also there is taxes on wealth,
    | i.e the tax system incentivizes having debt.
 
    | JUNGLEISMASSIVE wrote:
    | [dead]
 
    | TheCoelacanth wrote:
    | Property owners benefit more from local tax spending than
    | anyone else. Why shouldn't they pay for it?
    | 
    | We already subsidize home ownership by quite a bit. We don't
    | need to subsidize it more.
 
    | nonethewiser wrote:
    | I'm sympathetic to this observation but what's your point?
    | Just a tangent? There is nothing wrong with that but I'm not
    | sure if this is supposed to clarify something.
    | 
    | For whatever it's worth it looks like at least Sweden and
    | Norway have property taxes. Didn't check others.
    | 
    | China is an example of a country without them. Except you
    | can't own land in China. Your house is effective leased from
    | the government. So not exactly an improvement.
 
| smcl wrote:
| Not _Northern_ Europe, but Czech Resident here. There has been an
| _explosion_ in house prices here, a truly wild one. I bought my
| place for 3.6m CZK about 7 years back and according to a recent
| valuation practices is  "worth" nearly double this now. It is
| fucking wild, and tbh I kind of hate it.
 
  | the_third_wave wrote:
  | That has been going on for decades in the Netherlands, I bought
  | a (newly built) home in 1996 when the country still used the
  | Dutch Guilder and sold it for the same amount in EURuros in
  | 2002. One Euro translates to 2.21 Guilders, i.e. the house sold
  | for more than double the price in 6 years time. For what I got
  | for a relatively modest semidetached house on 220 m2 of land in
  | the Netherlands I could buy a 22 hectare farm in Sweden with
  | money to spare. Ridiculous, that is what it is.
 
  | ajsnigrutin wrote:
  | How much new housing is being built there?
  | 
  | I'm from slovenia, former yugoslavia, and the situation here is
  | the same, making it practically impossible for an average
  | couple to buy anything here (and we're worrying about the
  | demographics, lol).
  | 
  | Back in yugoslav times, government built large apartment
  | building complexes, by basically finding an empty field at the
  | end of the city, saying "this is a city, farms should be
  | outside the city, not within it", and building a complex of
  | apartment buildings, and then another, and then a
  | school/kindergarden, and then two or three more. And by complex
  | I mean literally tens of 5+ story apartment buildings. Since it
  | was socialism, those apartments would be rented out to workers
  | by the government.
  | 
  | On the other hand, people who wanted a house (instead of an
  | apartment) could buy a plot of land, and build houses
  | themselves... and i mean literally themselves... some of them
  | would even dig the basement level by themselves, ask friends
  | for help, every friday after work go to a buildng materials
  | store, fill up their car with a few bags of cement and bricks,
  | lay a layer of two down, and then wait for the next weekend.
  | Fascade, insulation, sometimes even the upper floor could wait
  | for better times, while people moved into the ground floor.
  | Dealing with permits and papers was a thing "to deal with
  | later".
  | 
  | Then came independence, the government didn't want to deal with
  | so many apartments and sold them to renters for a price of a
  | mid-range car.
  | 
  | And the current generations? Fucked. Like totally.
  | 
  | A field right next to the roundway around the city? Sure [1].
  | Next to highrises? Sure [2]. New large apartment complexes?
  | Nope. want to buy a few houses and build a larger apartment
  | building? You better literally be friends with the mayor, since
  | zoning doesn't allow more than two-floor two-apartment
  | buildings. Want to build on an empty field? Nope, zoning
  | doesn't allow it.
  | 
  | People complain we literally need tens of thousands of new
  | apartments, and all that's being built is ~4 "luxury" apartment
  | buildings in relatively shitty locations (but still better than
  | nothing) and every now and then someone gets a blessing from
  | the mayor to build a 6-8 apartment building in a place where an
  | old house once was. ...and then those apartments are bought up
  | for way above what they're worth by people who then rent them
  | out via airbnb.
  | 
  | What if you're magically somehow able to aquire some land where
  | it's allowed to build stuff? Permits and other papers take
  | years. Want to build yourself? Nope, no way. Want friends to
  | help? If they're not licenced contractors and giving out
  | receipts, they're considered as working illegaly and
  | inspections check those things a lot.
  | 
  | Add to this some NIMBYism, where the neigbor complains if
  | you're building a house there, and the situation is even worse.
  | 
  | And public housing? The government built one complex of those,
  | and the build-price was higher than retail price a few years
  | before it was built (like 2800eur/m^2)... because well,
  | government and corruption.
  | 
  | So yeah...
  | 
  | In the end, this is how you get revolutions and terrorism...
  | You're a good worker, save money, save 10k eur in a year (a lot
  | for most), and the apartments you were looking at are 30k more
  | than last year. Why bother? People have nothing left to lose,
  | because the average rent is above average pensions, so without
  | something huge changing soon, a lot of people will be homeless
  | and literally without anything to lose anymore.
  | 
  | [1] https://goo.gl/maps/iL7962VtEzThwgAb8 [2]
  | https://goo.gl/maps/6Do3W3KWXWKpxw1DA
 
  | chrisco255 wrote:
  | In US markets, prices have basically tripled from what they
  | were 7-9 years ago.
 
    | rootusrootus wrote:
    | That is not accurate, though in some specific regions it may
    | be true. Overall, prices right now are just a little above
    | twice what they were at the low point in 2012 [0]. From 7-9
    | years ago, even at the high point we were less than double.
    | 
    | [0] https://fred.stlouisfed.org/series/CSUSHPINSA
 
    | legitster wrote:
    | Uh... big asterisk here depending on where you live.
 
| layer8 wrote:
| (2021), according to archive.org and the comment on the article
| page.
 
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