Era of cheap money ends, bond market faces generational reset, 30-year playbook tossed; Gold holdings far from historic highs, central banks quietly stockpile reserves
This isn’t just about higher borrowing costs; it’s a signal that inflation and debt are forcing a reckoning. Given the recent House-passed tax bill that could balloon the U.S. debt further, and the bond market’s reaction with yields hitting highs not seen since 2007, the pressure is on. NEW INFLATIONARY REGIME HAS BEGUN! This is …