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Soaring US Debt Burden & The Global Market Reset | Gerard Minack

Monetary Matters with Jack Farley

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Debt Dynamics and Market Reactions

This chapter analyzes the rising public debt-to-GDP ratios in the U.S. and compares them to Japan's historical debt management strategies. It discusses the implications of increasing interest rates, particularly how they affect government borrowing, fiscal policy, and equity market performance. The chapter further explores the relationship between bond yields and stocks, emphasizing the challenges faced by U.S. equities due to high valuations amidst changing macroeconomic conditions.

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