Macro investor: US bond markets are a signaling a crisis in confidence

In this conversation, Pascal Huegli and Spencer Hakimian discusses the current state of the U.S. economy, focusing on the rising bond yields and falling dollar, which signal a crisis of confidence. He emphasizes the importance of the bond market for economic stability and the need for global coordination in addressing these issues. The conversation also touches on the potential for a failed bond auction and the implications for U.S. monetary policy. Finally, Huegli shares insights on investment strategies in uncertain times, advocating for a balanced approach to risk.

Chapters:
00:48 Intro
02:15 Crisis of Confidence in the U.S. Economy
06:00 Trust Issues and Global Coordination
12:01 The Bond Market's Role in Economic Stability
17:48 The Future of U.S. Monetary Policy
30:14 Investment Strategies in Uncertain Times

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#USeconomy, #bondmarket, #inflation, #monetarypolicy, #globalcoordination, #trustcrisis, #investmentstrategies, #recession, #tariffs, #financialmarkets