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98. Why the Bond Market Is Rejecting U.S. Debt

Drunk Real Estate

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Economic Dynamics and Market Predictions

This chapter examines the effects of government debt and spending on wealth distribution, revealing how these policies disproportionately benefit the rich. The hosts discuss the complexities of the bond market, including the implications of rising treasury yields and the disconnect between the Federal Reserve's projections and market expectations. They also explore the influence of tariffs on the economy, noting that recent data shows minimal impact on bond yields, while engaging in a lighthearted debate about inflation predictions.

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