KCN kingsgate consolidated limited.

Are we going to have another Liz Truss moment? When the US...

  1. 1,260 Posts.
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    Are we going to have another Liz Truss moment? When the US passes the big beautiful bill... Where Bond markets punish the US for unsustainable deficits with surging bond yields and US dollar crashing.. If so, then watch POG surge.

    Previously the fed can artificially increase bond demand through the Repo market and quantitative easing. But this time may be different... Fed hands may tied and unable to lower rates dues to Trump tariffs.. lest it fuels inflation.
    Last edited by ecker: 21/05/25
 
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$2.32
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