Global yields to explode in 2025. pic.twitter.com/n1ycL1tXOD
— The Great Martis (@great_martis) December 23, 2024
The U.S. federal debt is projected to reach over $50 trillion by the middle of the next decade. This includes the need to roll over existing debt, which means refinancing or issuing new debt to pay off maturing obligations. The Congressional Budget Office (CBO) has projected that the U.S. government will face significant debt maturities around mid-2025.
https://www.morganstanley.com/ideas/us-debt-trump-second-term-markets-investing
I wonder how the 🇺🇸 U.S. is going to handle $50 trillion in debt maturity that must be rolled over mid 2025 thanks to Janet Yellen 🤔pic.twitter.com/IpJPt5tV7L https://t.co/N6EpsgPrNG
— Financelot (@FinanceLancelot) December 23, 2024
Gold is probably heading towards $20k. pic.twitter.com/c73s7DNWsP
— Tim Hack (@realTimHack) December 23, 2024
"Higher yields for longer duration bonds suggest the market is requiring higher compensation for the risk of the shift in Fed policy and, moreover, for the uncertainty over the direction of fiscal policy and debt accumulation over the next four years."@joebrusuelas pic.twitter.com/6akjf9mwiM
— Daily Chartbook (@dailychartbook) December 23, 2024
This volatility is equivalent to the swings of a wrecking ball, the wider the swings the closer the wrecking ball to start hitting the wall https://t.co/Wxg5486ddZ pic.twitter.com/bmypEIb9KO
— JustDario 🏊♂️ (@DarioCpx) December 23, 2024
One of the world's top bond managers, overseeing $2 trillion, is hesitant to invest in long-term U.S. government debt.
Nobody worried?
They are concerned about the unsustainable trajectory of the U.S. debt.
Now, the United States is moving to abolish the debt ceiling entirely.
— Gold Telegraph ⚡ (@GoldTelegraph_) December 22, 2024
US 10-year yields have climbed more than three-quarters of a percentage point since central bankers started slashing benchmark interest rates in September. It’s a counterintuitive, loss-inducing response, marking the biggest jump in the first three months of a rate-cutting cycle… pic.twitter.com/158nLjfZ28
— Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) December 23, 2024
The global Fed pivot continues:
74% of world central banks have cut rates this year, the biggest share since 2021.
The Bank of Canada has cut rates 5 times by 175 basis points, marking the most aggressive rate cut cycle among major central banks.
The European Central Bank and… pic.twitter.com/3lCB4YeEjl
— The Kobeissi Letter (@KobeissiLetter) December 22, 2024