Markets Are Missing the Collapse of the U.S. Consumer | Stephanie Pomboy

Wall Street may be celebrating a 90-day U.S.-China tariff truce—but beneath the surface, a financial reckoning is brewing. In this explosive interview, MacroMavens founder Stephanie Pomboy joins Kitco News to issue a stark warning: a trillion-dollar corporate debt wall is about to slam into the economy, and markets are dangerously blind to the fallout ahead.

Pomboy breaks down why rising credit delinquencies, unsustainable consumer debt, and Washington’s failure to finance ballooning deficits point to a deeper economic reset in 2025. She explains why the Federal Reserve is cornered, why the so-called “soft landing” is a myth, and why investors ignoring the warning signs may be in for a brutal shock.

Key topics:
- 10-year Treasury yield as the most critical macro signal
- U.S. consumer and corporate credit distress
- Why Pomboy is still buying gold – and not buying stocks
- Fed’s political paralysis and looming policy error
- The economic implications of deglobalization and trade reset

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00:00 Introduction and Market Overview
00:22 Guest Introduction: Stephanie Pomboy
01:23 US-China Trade War and Market Reactions
03:29 Treasury Yields and Economic Concerns
05:21 Corporate Debt and Consumer Health
08:32 Federal Reserve's Dilemma
15:05 Impact of Tariffs and Global Trade
26:43 Gold Market and Investment Strategies
28:12 Conclusion and Final Thoughts

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