S&P in 2011
Fitch in 2023
Now Moody downgraded it from AAA to Aa1
The reason is clear. The market thinks debt and interest payments are not sustainable for the US, Europe, Japan, and elsewhere. Bottom line: Nowhere is safe. No government bond is safe.
If it keeps climbing, above 5.25%, the Fed will have to act. The only way is QE. However, this time US will print to save just itself. No more life line swaps for the rest. Tariff would be in place. No trade with uncle SAM anymore. If you reject the rule based order, where you recycle your surplus forex and petrodollar into UST, you can expect no help.
This is the chart to watch if you are playing XAU and BTC.
For DXY, dollar may fall. Just that the other currencies will fall FASTER.
Watch it:
a) go up above 5.25%
b) then watch if the FED goes into action.
Exit stocks like what M.Burry did a few days ago.
Good luck to all of us. This will not end well.
Fitch in 2023
Now Moody downgraded it from AAA to Aa1
The reason is clear. The market thinks debt and interest payments are not sustainable for the US, Europe, Japan, and elsewhere. Bottom line: Nowhere is safe. No government bond is safe.
If it keeps climbing, above 5.25%, the Fed will have to act. The only way is QE. However, this time US will print to save just itself. No more life line swaps for the rest. Tariff would be in place. No trade with uncle SAM anymore. If you reject the rule based order, where you recycle your surplus forex and petrodollar into UST, you can expect no help.
This is the chart to watch if you are playing XAU and BTC.
For DXY, dollar may fall. Just that the other currencies will fall FASTER.
Watch it:
a) go up above 5.25%
b) then watch if the FED goes into action.
Exit stocks like what M.Burry did a few days ago.
Good luck to all of us. This will not end well.
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