Another several $trillion coming due over the next several months

[raleighherdfan]

Another issue this administration is facing is multi $trillion coming due in short term treasuries over the next several months. A direct result of short sighted policy by the FOMC and Biden Admin asleep at the wheel.

This is more concerning than any tariff policy.

 

[-CarlHungus-]

We printed something like 30+% of the dollars currently in circulation in the last few years and tons of people didn't think twice about it. In fact, a whole "expert class" said it was fine with zero consequences (see Modern Monetary Theory).

But throw some tariffs out there and we're damning the economic system?

I presume Trump is trying to lower the 10 year bond prices to re finance this wave come due. It's a big deal/problem.

 

[herdfan429]

Another issue this administration is facing is multi $trillion coming due in short term treasuries over the next several months. A direct result of short sighted policy by the FOMC and Biden Admin asleep at the wheel.

This is more concerning than any tariff policy.

It's why trump is betting on a recession/economic slowdown to get rates lower

 

[raleighherdfan]

It's why trump is betting on a recession/economic slowdown to get rates lower

Yes, which also bring prices down across the economy. It's the counter to the tariffs. (See price of oil overnight)

This will also drive investors into the bond/treasury markets, lowering the yields Carl mentioned above. Frankly, we need buyers of Treasuries more than we need cheap goods from China at this point. It's the only way our economic system will survive IMO.

 

[i am herdman]

Another issue this administration is facing is multi $trillion coming due in short term treasuries over the next several months. A direct result of short sighted policy by the FOMC and Biden Admin asleep at the wheel.

This is more concerning than any tariff policy.

The tariff problem is overblown rhetoric. This is a big problem.

 

[Rock98Dog]

I remember being pissed when Clinton didn’t take advantage of low long term rates 30 years ago. We had interest rates at near zero all during the Obama years and should have converted all the debt we could to 30 year treasuries, but of course we didn’t. That would be saving us about $400 billion a year right now.