US Debt

Macro Markets

US debt breaks 125% of GDP as rating agencies sound alarm on fiscal sustainability

Structural deficits above $2 trillion annually collide with tariff uncertainty and bond market stress, constraining Washington's policy options

8 min read ·
Macro Markets

Dimon’s Bond Crisis Warning Maps Fiscal-Geopolitical Collision Course

JPMorgan CEO flags violent repricing scenario as US debt crosses 100% of GDP while oil shock and Fed discord converge.

7 min read ·