The Macro Trading Floor cover image

First Republic Under Stress, Now What?

The Macro Trading Floor

00:00

The US Deficit Forecast Never Materializes

"I don't think US will default. I mean, oh boy, we've had many opportunities to say that yes to that question over the past decade and it never materializes," he says. "If you look at the forecast of the US deficit over the past three, four quarters, it's been one way traffic in sort of always overestimating the budget."

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app