US government debt market collapse has started
This has MASSIVE implications for the economy
A thread 🧵 pic.twitter.com/sau5h9sPLr
— Bravos Research (@bravosresearch) October 28, 2024
3/ Treasury bonds, typically 40% of an investor's portfolio, have led to big losses because of their sharp decline
— Bravos Research (@bravosresearch) October 28, 2024
5/ Constantly rising government spending, financed by issuing more Treasury bonds, is a MAJOR problem
This has caused bond prices to drop significantly
— Bravos Research (@bravosresearch) October 28, 2024
7/ Our long-term bond outlook is bearish
But, with the ongoing rate cuts, bonds could bounce
— Bravos Research (@bravosresearch) October 28, 2024
9/ Decreasing labor force participation + increasing government debt indicates economic strain
This is due to an increasing number of retirees and a shrinking workforce
The combination has compelled the government to increase its spending pic.twitter.com/5UAPicHzrY
— Bravos Research (@bravosresearch) October 28, 2024
11/ That’s why Gold has seen a lot of bullishness lately
Surging +50% since Oct 2023
Our members have already secured a +46% profit on $GDX pic.twitter.com/RTR6Wbmn6r
— Bravos Research (@bravosresearch) October 28, 2024
Treasury now anticipates borrowing $546 billion this quarter while running down their cash balance by almost $200 billion; it really kicks into high gear at start of ’25, however, when Treasury anticipates borrowing $823 billion in just 3 months, post-election of course…
Treasury now anticipates borrowing $546 billion this quarter while running down their cash balance by almost $200 billion; it really kicks into high gear at start of '25, however, when Treasury anticipates borrowing $823 billion in just 3 months, post-election of course… pic.twitter.com/C1izvypt0D
— E.J. Antoni, Ph.D. (@RealEJAntoni) October 28, 2024