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Bull Theory
@BullTheoryio
News, Research, and all other Global market stuff simplified.
加入 January 2017
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How long can the US actually sustain this? Last time the 30-year yield was this high, back in 2004: • Debt: $7.35 trillion (61% of GDP) • Deficit: $412 billion (3.4% of GDP) Today: • Debt held by the public: 101% of GDP • Deficit: $1.9 trillion (5.8% of GDP), more than 4x higher The US is now borrowing more, at a higher cost, with far less room to absorb it. And every 1% rise in yields adds over $300 billion a year in extra interest payments alone.
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🚨 There is no stopping US bond yields. The 30-year bond yield just hit a new 22-year high at 5.525% Yields are now moving like AI stocks, straight up, no matter what gets thrown at them.
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