deficits
Across podcasts and interviews, guests argue that persistent, large fiscal deficits are driving heavy Treasury supply, pressuring bond prices and yields, and worsening debt dynamics even before any recession hits 125. David Rosenberg downplays debt headlines and instead emphasizes a regime shift at the Fed and surging corporate capex borrowing as key to higher real rates, challenging the idea that government deficits are the primary new factor 4. Michael Pettis shares Oren Cass’s view that rising capital income shares alongside falling tax contributions concentrate wealth and render deficits unsustainable 3. Several warn deficits could swell dramatically in a downturn, compounding issuance and market stress 25.
From the window to Oct 4, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 rising
Rising
- JIjim iuorioRising Expects deficits to keep driving heavy bond supply, one reason yields are going higher. “we're selling a whole lot of bonds to finance deficits and to finance conflicts that just don't seem to end” ▶ 4:18 Markets Face A Double-Threat Today | Jim Iuorio · 8 Oct
1 rising
Mentions
6 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Adam Taggart 2 mentions
- Peter Boockvar 1 mention
- Walter Bloomberg 1 mention
- jim iuorio 1 mention
- Gary Bohm 1 mention
- Dan Nathan 1 mention
- Lance Roberts 1 mention
- Daniel Lacalle 1 mention
See what your own voices say about deficits, every morning.
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