The Fed’s Last Stand: When Politics Hijack Monetary Policy
For the better part of the past few decades, the spectre of “fiscal dominance” has remained largely confined to the ivory towers of academia—at least...
Tag: US debt
America’s Debt Time Bomb
The Congressional Budget Office (CBO) has once again sounded the alarm, warning that the federal government might run out of money to pay all its...
The Dollar’s 2025 Paradox: Trump’s Inflationary Boom or a Looming Catastrophe?
If history has taught us anything, economic fundamentals eventually catch up with political bravado. As we move deeper into 2025, the U.S. dollar remains a...
The New US Budget Playbook: Tax Cuts, Debt, and Denial
As Congress wrestles with another monumental budget resolution, the Republican Party—historically the self-proclaimed guardians of fiscal responsibility—finds itself in a somewhat awkward silence. The latest...
Trump’s Fiscal Hokey Cokey: Freeze, Unfreeze, Repeat
In yet another dazzling display of governance-by-chaos, President Donald Trump has swiftly reversed his decision to freeze federal funding just two days after issuing the...
The Treasury Market’s Ticking Time Bomb: a Systematic Risk in 2025
As US debt balloons to unprecedented levels, the allure of being a Treasury market gatekeeper is rapidly fading, leaving some wondering whether the pipes can...
The Ballooning Cost of U.S.U.S. Debt: A Financial Ticking Time Bomb
The cost of servicing America’s debt has soared to its highest level since the 1990s, raising the spectre of budget concerns limiting the next Washington...
The risk of a government shutdown in the United States persists
A shutdown would threaten a downgrade in the United States’ credit rating by Moody’s Investors Service, which cited political dysfunction as a growing social risk....
The worst bond market in 236 years
There has never been such a prolonged period of losses in the bond market as in the last three years. Indeed, it is challenging to...