How Much Debt Is Too Much Debt?
Listen now
Description
It's a question increasingly asked in market discussions, especially since the brief period of deficit drama in the UK last year - is the weight of sovereign debt too much for investors to bear? And, if not yet, is there a level of yields at which debt spirals become more likely? Marvin Loh, senior strategist on our team in the US, is back to discuss those questions, as well as to provide guidance on what to expect ahead of an upcoming Federal Reserve meeting. See omnystudio.com/listener for privacy information.
More Episodes
With elections in 63 countries, representing 40% of global population and GDP, the democratic process will see few years like 2024. The US election looms largest, with implications for a potential conflict in the Taiwan Strait and ongoing wars in the Middle East and Ukraine, all of which feed...
Published 06/13/24
Published 06/13/24
This week, we kick off a series of podcasts recorded at or on the sidelines of our 2024 Research Retreats, taking place across North America, Europe and Asia over the next four weeks. And we do so live, without a net, for the very first time, and in front of an audience to boot. Three members of...
Published 06/06/24