Sven Henrich: Why are are rate cuts coming despite what they say? Because they have to. The math reality demands it.

https://twitter.com/NorthmanTrader/status/1708798044680974489 Good Morning Everyone! I was shocked to learn that the US government is now spending more to pay interest on its $33 trillion national debt than it does on national defense. What’s the plan here? Honest question. pic.twitter.com/Dehia0RPz2 — Genevieve Roch-Decter, CFA (@GRDecter) October 2, 2023 US equity markets are 'outperforming' today, and market …

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