Crash Up

Published on December 4, 2023 by Premium

The coming months are looking to be very positive for equity markets as rate cuts are expected to occur in the context of significant deficit spending. In the modern financial system, Treasuries are money like assets so deficit spending is comparable to a form of money printing. As interest rates decline, Treasuries become less attractive and investors tend to rebalance into riskier assets. Given the size of the fiscal deficit, investor portfolios are growing significantly […]

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