Tag: bond yields
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Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?!
BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts […]
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Steve Hanke: Recession Is Coming — The Fed, Trump & Wall Street Are Blind
Economist Steve Hanke says a U.S. recession is almost inevitable, and warns that the Fed, Wall Street, and Donald Trump are all looking in the wrong direction. In this sharp, wide-ranging interview with James Connor, he explains why ignoring money […]
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Michael Howell: Monetary Inflation Is Here
Michael Howell warns that the global financial system is approaching a breaking point, not from a recession, but from a massive mismatch between debt and liquidity. As the U.S. and other governments try to roll over trillions in short-term debt […]
