Julian Brigden joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit
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The Bond Market Has Not Had Enough
Debt service now is more than the defense, the budget in the United States. When does this come down? When the bond market decides that it's had enough,. And for the moment, the bond market has not had enough. I think really starting with Trump, but certainly post-COVID, fiscal rectitude was taken out to the behind the bike stage in the US and got through the forehead. The only way that they're going to do it is the market puts its foot on their throat and tells them to stop. But if they don't show that resolve, I don't see the risks of a bearenerium starts to rise... As term mispremium starts to give
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