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Asset management and fund structuring boutique

Speed bump ahead

Apr 19, 2024

The US debt is currently growing at a 10% higher rate than the US GDP. Debt increased by more than 3 trillion USD over the past 12 months alone. At the same time, interest rates have significantly increased at a time where debt needs to be refinanced and more government spending is on the horizon in an election year, to finance for example the green transition and defence. What interest rates will foreign investors require when they buy US Treasuries going forward? And what about the USD? All questions that will occupy us as investors not only over the weekend but over the months to come.

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