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Government debt

"I'd rather have 10% inflation than a recession": Basis Points on the Fed hike
12 arguments: Why one host wants the whole Fed removed, why both stopped wanting to own Anthropic in the same week, and the two-year political ad cycle…
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Foreigners held most US Treasuries 10 years ago; now a minority — Berkeley economist
15 arguments: How the Treasury propped up the yen with euros and what reserve managers heard, why a Spanish silver coin was the first global currency…
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"Inflation is here to stay": former US Congressman on why spending won't be cut
12 arguments: why he says a real spending cut would bring riots, what he expects gold and bond yields to do when the dollar is dumped, and why he would…
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HSBC gold analyst: central banks' gold is now worth more than their Treasuries
8 takeaways: Why gold sold off after the strike on Iran instead of rallying with oil, what 20 years of central bank selling explains, and the price he…
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Ken Rogoff: Germany's military spending is why its 10-year yields are at 2011 highs
2 takeaways: Why the bond market now charges more to a government that was not heavily indebted, and Kai Ryssdal's case that rates rising abroad will…
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Manpreet Gill: why Standard Chartered now expects US bond yields to fall, where it wants duration, and why gold is back to an overweight …
The dollar index forecast cut to 98 on a three-month view and 96 on twelve, financials pitched as the way to broaden an equity book, and overweights on…
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Kristalina Georgieva: Why she wants governments cutting debt now instead of waiting for a crisis, why the dollar still has no alternative…
The IMF chief on the energy shock and AI pulling growth in opposite directions, why inflation expectations are still anchored, and what stopped oil from…
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Kenneth Rogoff: why nothing gets fixed until a crisis forces it, how economists' faith in falling rates built the debt, and why an AI…
The Harvard economist on the war-type shock he expects within five years, why the Fed can't cut and Washington can't print when markets push rates up…
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Andrew Bailey: Why he commends Warsh on forward guidance, sees subdued second-round effects in the UK, and won't match a Fed hike just…
The Bank of England governor on the September balance-sheet decision he won't prejudge, why he refuses the hawk or dove label, and whether AI's demand…
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Beth Hammack: why she wants to raise rates with inflation near 3%, why she sees no restriction in the economy, and why 2008 to 2020 was the…
Interest rates are the Fed's "one blunt tool," every meeting is live including the one five days before the midterms, and the Cleveland Fed president's…
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Jared Woodard: why 5% on the 10-year is only a warning shot, 7% is the level that bites, and why the 40 in 60/40 is the broken half …
The Bank of America strategist on 40% losses in 20-plus-year Treasuries, fallen angels and emerging market debt, commodities in place of the 40, and why…
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Tom Stevenson: why Bessent's Treasury moves read as weakness, why the bond market wins that fight, and what is powering Europe's 18-month…
The Fidelity investment director on US debt at $40 trillion, the Fed's silence before Jackson Hole, Andy Burnham's October budget problem, and why he is…
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