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🇺🇸The U.S. debt problem gets more DANGEROUS every time Treasury yields rise. The issue is not just how much America owes. It is how much that debt costs to service. When yields stay higher, Washington borrows and refinances maturing debt at higher rates, pushing federal interest costs up over... show more
29,344 görüntüleme • 1 gün önce •via X (Twitter)
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This is what happens when “future me will handle it” becomes a macro strategy 👀

They’re paying more on interest than all of defence. This can’t go on any longer

tbh this is why I hold crypto and sleep fine

Higher yields turn yesterday’s borrowing into tomorrow’s liquidity problem

The rising cost of servicing national debt vs. refinancing timelines is certainly one of the most critical macro trends to watch today.

Debt service eating the budget is the slow part. Then it's fast.

Higher yields turn debt into a compounding problem.

we got the hint

cool cool so servicing our debt is just gonna be half the national budget soon

That’s the part people miss — it’s not just the size of the debt, it’s the cost of carrying it as yields stay elevated. You and @mikekennedy39 are two accounts I follow for connecting those macro dots without losing the bigger picture.

The debt total gets the headlines, but the refinancing cost is the part that can really snowball when yields stay high. I follow both your macro work and @mfitchic’s closely — curious if he thinks debt service or slower growth becomes the bigger pressure point first.

Higher yields turning into higher refinancing costs is what makes this debt spiral so dangerous. You and @reynosismo_ are the two accounts I most enjoy following

Debt spiral heats up when rates stay high

The real risk is not the debt itself but the rising cost of servicing it higher yields mean higher interest costs, tighter liquidity and more pressure across markets that is the part worth watching
