CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, dive into the pressing issue of soaring U.S. deficits and Treasury yields to uncover whether they truly threaten the U.S. economy.
In this Deep Dive, they break down the numbers and explore the broader implications for investors and the economy:
U.S. fiscal deficits on an unsustainable path: will there be consequences in 2025?
Is the U.S. bond market still the cleanest dirty shirt?
How much debt can the U.S. economy really handle?
The Last Minute: Key insights and opportunities for investors
