Luke Gromen discussed signs of a developing bond-market and fiscal crisis, arguing that falling US labour-force participation is occurring alongside sharply higher long-term yields and term premia, an unusual combination he associated with emerging-market-style stress 1. He also described a possible US shift toward Hamiltonian economics: higher tariffs, a neutral reserve asset and greater use of gold in international settlement, which he said would align with China’s strategic aims 2.
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last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
4 in July 2026Stories 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
- Max Wiethe 2 mentions
- Jack Farley 1 mention
- Erik Townsend 1 mention
- Patrick Ceresna 1 mention
See what your own voices say about Luke Gromen, every morning.
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