
The Big Beautiful Bill Is More of the Same
Peak Prosperity
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Navigating the Bond Market Turmoil
This chapter explores the challenges surrounding long bonds, particularly focusing on Japan's government bond and its ripple effects on global markets. It highlights significant concepts like bond auctions, rising yields, and the implications of fiscal policies on economic stability and affordability. The conversation sheds light on how these dynamics signal potential threats in the financial landscape, emphasizing risks associated with leverage and government spending amidst growing national debt.
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