Warsh Woke Up The Bond Vigilantes

Brent and Alf discuss the n-th injection of the Orange Variable in markets: Trump decided to escalate again with Iran, and even suggested the ceasefire might be over altogether. The duo discusses how to approach these injections of uncertainty, and what are the best trading and r ...  Show more

Alf and Brent discuss the major market shifts since the Warsh press conference. Is this a big macro shift or just a mini-trend that will ultimately slow down or even reverse? 

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 ...  Show more

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 ...  Show more

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 ...  Show more

There’s been a lot of talk about the ever-growing U.S. federal deficit lately. That discussion has largely revolved around spending cuts. But the flip side of the issue— that is, increasing revenue — is largely ignored. We’ll get into what increasing the government’s revenue coul ...  Show more