The Fed’s 2026 Reckoning: When Data Meets Debt and Illusion
The long-simmering argument in the US Treasury market over what the Federal Reserve will dare to do in 2026 is about to turn openly confrontational,...
Tag: debt
Finance Ministers and Central Bankers Confront a Debt Time Bomb
Gathered in Washington for the IMF’s annual meetings, finance ministers and central bankers find themselves facing a global trading system in disarray, uncertainty over the...
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...
FED cut: a Headache for Emerging Markets
As Jerome Powell confidently takes a deep breath and slashes US interest rates in a bold bid to keep the American economy afloat, emerging markets...
Fitch lowers China’s outlook to negative due to a rise in debt
Fitch has revised China’s outlook from stable to negative, stating that the government risks accumulating debt as it seeks to steer the economy away from...
Towards a global debt crisis?
Governments are increasingly meeting their fundraising needs by issuing debt, not only through regular auctions but also, increasingly, through syndicated sales involving paying fees to...
A $2 Trillion Debt Case for Higher Rates for Longer
The bond market has spectacularly turned upward in the developed world, pushing yields down and perhaps too quickly forgetting about the soaring budget deficits. In...
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...
The Credit Collapse in China
As the country’s real estate companies stumble, weak disclosure standards and contradictory communications are angering global bondholders and discouraging long-term investment in China. Dalian Wanda...