.SPX: The Reason was US Debt

OguzO Capitalist

03-11

US debt refinancing is the only reasonable explanation this administration is bluntly crashing the market.

The yields rallied since Fed started to cut rates in last September. The reason was US debt.

Investors knew $9 trillion would be maturing this year and refinancing would be inflationary because rates were high.

Either Fed needed to step in and buy the government debt or government would need to refinance at higher rates.

Both are inflationary so yields rallied.

There is only one way out Trump admin sees: Induce a recession, push the Fed to cut and refinance at lower rates.

It’s great if it works, but there is the down side…

If inflation goes out of control because of tariffs, you’ll get your recession but inflation will remain high and you will have a stagflation…

They are playing with fire… $Gold - main 2504(GCmain)$ $XAU/USD(XAUUSD.FOREX)$

Macro Trend

Monetary policy, various types of price indices... Here is everything about the macro economy!

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