The U.S. is ramping up its issuance of Treasury debt. 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.
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.
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