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Government Bonds - Is the Usa in Big Trouble?
The usa is the world's most a secure sovereign borwer a in close second is the european union. But that union is made up of some halves have nots, right? And so government debt is a a, prior to concerns about default, it was 100 % focused on inflation expectations. My thesis is people are going to have to start worrying a lot more about the default components of the return and the compensation you get. The signals coming from the bond market aren't quite as open as they have have been historicallyt - Ritvik.