America’s Debt Crisis Goes Into Overdrive

The GOP’s spending bill isn’t quite yet ready for a vote. However, based on the current proposals, total debt could increase from $3.3 trillion to $5.2 trillion.

That may be why Moody’s finally joined the other credit rating agencies in downgrading U.S. debt.

And it may be adding fuel to the bond market fire, with the 30-year Treasury yield topping 5%.

Despite tough talk on getting government spending down, and the billions of dollars in wasteful spending identified by DOGE, none of that matters if actual spending rises.

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This doesn’t mean a debt crisis overnight. Just like the global shift away from the U.S. dollar, there’s no singular event that historians will be able to identify.

Instead, it’s more like a death by a thousand cuts. The business-as-usual spending out of Washington while the bond market screams that a fix is needed is simply the most recent cut.

-Andrew

The GOP’s spending bill isn’t quite yet ready for a vote. However, based on the current proposals, total debt could increase from $3.3 trillion to $5.2 trillion.

That may be why Moody’s finally joined the other credit rating agencies in downgrading U.S. debt.

And it may be adding fuel to the bond market fire, with the 30-year Treasury yield topping 5%.

Despite tough talk on getting government spending down, and the billions of dollars in wasteful spending identified by DOGE, none of that matters if actual spending rises.

Turn Your Images On

This doesn’t mean a debt crisis overnight. Just like the global shift away from the U.S. dollar, there’s no singular event that historians will be able to identify.

Instead, it’s more like a death by a thousand cuts. The business-as-usual spending out of Washington while the bond market screams that a fix is needed is simply the most recent cut.

-Andrew

With bond yields at decade highs as the AI revolution is sucking up as much capital as possible, the race for capital remains a tight one…

In a financial crisis, banks go first. Ironically, the next one may be triggered by the very speculative items driving the boom.

As the wheels start to come off the AI trade, central bankers are seeing no sign of an economic slowdown right now.

Quantum computing is moving from theory toward practical applications, creating a potentially significant new opportunity for investors…

With bond yields at decade highs as the AI revolution is sucking up as much capital as possible, the race for capital remains a tight one…

In a financial crisis, banks go first. Ironically, the next one may be triggered by the very speculative items driving the boom.

As the wheels start to come off the AI trade, central bankers are seeing no sign of an economic slowdown right now.

Quantum computing is moving from theory toward practical applications, creating a potentially significant new opportunity for investors…