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Bond Vigilantes, Bad Chart Readers, and False Prophets

Capital Record
804 subscribers
918 views 1 month ago Capital Record
Is the U.S. bond market rejecting the fiscal state of the country? Is it declaring doom and gloom? Is it begging us not to do this “big, beautiful bill”? Or, is the fiscal state of the country deeply troubled, is the new bill a big disappointment, yet the bond market is saying no such thing (for reasons you deserve to understand)? In this very important Capital Record David makes the argument that those wrongly declaring some form of bond market revolt are hurting the cause of fiscal reform, undermining credibility, and making it harder for the real needs we have to be addressed. This rejection of crying wolf comes at a very important time for this woefully managed country! CHAPTERS 00:00 Welcome to Capital Record 00:44 Understanding the Bond Market 03:05 Debunking Bond Market Myths 05:53 The Fed's Role in the Bond Market 10:06 The Real Impact of Fiscal Policy 17:10 Conclusion and Call to Action ...more
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Bond Vigilantes, Bad Chart Readers, and False Prophets
53Likes
918Views
May 292025
Is the U.S. bond market rejecting the fiscal state of the country? Is it declaring doom and gloom? Is it begging us not to do this “big, beautiful bill”? Or, is the fiscal state of the country deeply troubled, is the new bill a big disappointment, yet the bond market is saying no such thing (for reasons you deserve to understand)? In this very important Capital Record David makes the argument that those wrongly declaring some form of bond market revolt are hurting the cause of fiscal reform, undermining credibility, and making it harder for the real needs we have to be addressed. This rejection of crying wolf comes at a very important time for this woefully managed country! CHAPTERS 00:00 Welcome to Capital Record 00:44 Understanding the Bond Market 03:05 Debunking Bond Market Myths 05:53 The Fed's Role in the Bond Market 10:06 The Real Impact of Fiscal Policy 17:10 Conclusion and Call to Action
Capital Record
Capital Record

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Capital Record

804 subscribers