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A wild scenario for the Treasury Yield Curve
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A wild scenario for the Treasury Yield Curve

What if current deficit spending is indeed sustainable?

Rene Bruentrup's avatar
Rene Bruentrup
Sep 27, 2023
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Fallacy Alarm
A wild scenario for the Treasury Yield Curve
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In my opinion, the biggest macro story of these days is the stand-off between monetary and fiscal policy. It feels like something that has to be resolved because it is clearly not in a sustainably equilibrium.

As I have outlined before, the bear case for the stock market is that the Fed will eventually force the Treasury to cut deficit spending. The bull…

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