Published Aug 28, 2026, 3:16 PM ET · Updated 3 months ago · 1 source

Long end of bond market pricing in US fiscal position and demanding risk premium

Youtube

Original Report

The long end of the bond market is pricing in the overall fiscal position of the US, which is projected to lead to 120% or 150% of debt held by the public, and the market will demand a risk premium for this, as global markets are questioning US policy given the current economic context.