
Another $5 Trillion of US Deficits in 10 Years: Now What?
The Macro Trading Floor
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Navigating U.S. Deficits and Bond Market Dynamics
This chapter explores the challenges posed by increasing U.S. deficits in a low unemployment environment, highlighting potential volatility in bond markets and the strategies that may stabilize them. It also analyzes the interplay between emerging markets and various financial instruments against the backdrop of shifting monetary policies, focusing on their implications for equities and asset management.
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