Mark Moss(@1MarkMoss):The irony of the bond rate debate in this part of the cycle is that the part of the economy (AI, datacenters, industrialization) driving growth may not care about higher rates... While the government financing that economy needs lower rates now, more than ever. That means stronger growth makes the case for higher rates, while fiscal dominance argues for keeping those rates contained

Mark Moss

@1MarkMoss

参加 February 2018

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Mark Moss@1MarkMoss

2026.09.09 18:20

The irony of the bond rate debate in this part of the cycle is that the part of the economy (AI, datacenters, industrialization) driving growth may not care about higher rates... While the government financing that economy needs lower rates now, more than ever. That means stronger growth makes the case for higher rates, while fiscal dominance argues for keeping those rates contained