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SLP453 Luke Gromen - Soft Landing or Hard Landing?

Stephan Livera Podcast

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The U.S. Federal Deficit Is a Problem

The worst combined stock in bond markets since 1871 and that's in the u.s dollar up bonds down stocks down real estate down Bitcoin down everything down I bring this up because that was 32 percent was us federal deficits at 32 percent of global GDP growth 2023. If you didn't like what happened in 2022 at 32 percent we're really not going to like what happens at 72 percent so the point here is the debt is a problem it's a problem now today last year was an indication or a warm-up of what it looks like if nuff dollar liquidity has not been injectedWe have gotten a respite via the the biggest decline in a quarter in the dollar in decades and here

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