Runway Deficits From "Fiscal QE" Leading To A Bond Market Crisis? | Simon White, Bloomberg

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The US is ramping up its issuance of Treasury debt.

Today's expert is concerned that this form of "fiscal QE" will lead to a resurgence in inflation, higher bond yields, a risk asset sugar high, a weaker dollar...and quite possibly a development market bond crisis.

To understand why, today we're fortunate to sit down with Simon White, Macro Strategist at Bloomberg and co-founder of the investment-advisory firm Variant Perception.

#bondmarket #debtcrisis #deficit

0:00 - Global Economic Outlook
5:58 - Why Markets Ignore Risks
7:34 - Market Optimism and Trump Policies
9:17 - Tariff Burden Sharing
12:54 - Tariffs and Inflation
15:37 - Tariff Strategy Evaluation
18:51 - Strategic Tariff Implications
22:00 - Fiscal QE Definition and Impact
29:38 - Fiscal QE and Fed Policy Conflict
32:37 - Unemployment and Recession Risks
38:18 - Fiscal QE’s Market and Economic Effects
44:32 - Bond Crisis and Economic Outlook
46:40 - Financial Repression and Stablecoins
50:06 - Investment Implications
58:32 - Closing and Resources
1:01:17 - Parting Advice on Health and Wealth
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