CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, dive into the pressing issue of soaring U.S. deficits and record-high Treasury yields to uncover whether they truly threaten the U.S. economy.
In this Deep Dive, they break down the numbers and explore the broader implications for investors and the economy:
How much debt can the U.S. Treasury really handle?
10-year treasury yield at a 20-year high: Why Mike calls it “scary”
The data shows three possible paths forward
The Last Minute: Key insights and opportunities for investors
