Another $5 Trillion of US Deficits in 10 Year...

Alf and Brent focus on the sharp sell-off in AI related stocks, and investigate whether it is likely to have repercussions for rates and currencies or it is rather technical in nature. 

Alf and Brent discuss how developments in credit markets are rattling investors from France to the state of the AI credit cycle. The duo covers the implications for equities, currencies and fixed income. 

U.S. President Donald Trump’s budget bill is likely to bake in outsized deficits for years to come. Host Carmel Crimmins talks to Reuters columnist Mike Dolan about what that means for U.S. debt levels and the wider economy. Plus, the anxiety stalking treasury markets. Sign up fo ...  Afficher plus

This week, we’ve looked at the budget reconciliation bill and its effects on student debt, taxes, health care and social programs. The bill is currently moving through the Senate. Today, we discuss the reconciliation bill and the national deficit. And we dig into other proposals ...  Afficher plus

The House is set to vote on whether to advance Biden’s massive $1.9 trillion social safety net bill. The vote comes after a key Congressional Budget Office analysis which found the bill would add billions of dollars to the deficit. Does speaker Pelosi have the votes to pass this ...  Afficher plus