It is difficult to view political developments in an apolitical manner, but I’ve learned the hard way that one’s political opinions can all-too-easily cloud objective judgments about investing.
Monthly Archives: June 2025
15 posts
The recent spike in U.S. 30-Year bond yields reflects investor concerns over long-term debt sustainability and fiscal policy shifts. Rising 30-Year yields in other major economies point to a global aversion to long duration, not just a U.S.-specific issue.
US debt levels have risen to concerning heights, prompting increased scrutiny from economists and policymakers. Although the United States continues to hold a high-quality debt rating, the growing debt burden may lead to higher risk premia, ultimately increasing the cost of borrowing.