US public debt

US stock market analysisTrade WarJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOCentral BanksGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
US debt crisisUS debt crisis
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⚠️The US government is running one of the largest deficits in history

⚠️The US government is running one of the largest deficits in history

This is despite a budget surplus recorded in June 2025

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
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🚨Japan and the US long-term government bond yields are rising again

🚨Japan and the US long-term government bond yields are rising again

Investors should continuously watch the US and the Japanese bond markets

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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⚠️The US debt crisis is set to get even worse

⚠️The US debt crisis is set to get even worse

The US budget deficit could hit as much as ~8.0% under the new bill

Global Markets Investor
Global Markets Investor
US economyUS economy
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⚠️CHART OF THE WEEK: China's official holdings of US Treasuries dropped to the lowest in 16 years

⚠️CHART OF THE WEEK: China's official holdings of US Treasuries dropped to the lowest in 16 years

However, China is likely owning $300-$700 billion through Belgium and Luxembourg.

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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⚠️The US budget deficit remains historically elevated

⚠️The US budget deficit remains historically elevated

The US government is running the third-highest budget deficit ever

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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🚨US Treasury is supporting the bond market

🚨US Treasury is supporting the bond market

Treasury debt buybacks are trending upward

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
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🚨The US Dollar and Treasury yields relationship has broken down

🚨The US Dollar and Treasury yields relationship has broken down

The way of investing has materially changed this year

Global Markets Investor
Global Markets Investor
JapanJapan
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!?️What is happening with the global government bond market?

!?️What is happening with the global government bond market?

Bond investors are in control of the financial markets - this is key to watch

Global Markets Investor
Global Markets Investor
JapanJapan
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⚠️CHART OF THE WEEK: Every investor should watch the US and the Japanese bond markets

⚠️CHART OF THE WEEK: Every investor should watch the US and the Japanese bond markets

Japan's 30-year government bond yield hit 3.0% for the first time in 25 years.

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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⚠️ This is a debt crisis

⚠️ This is a debt crisis

The US government is running the third-highest budget deficit on record and things will get even worse

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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🚨The global debt bubble continues rising

🚨The global debt bubble continues rising

World debt hit another record in Q1 2025

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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⚠️US interest payments on public debt remain historically high

⚠️US interest payments on public debt remain historically high

US interest costs fell slightly in Q1 2025

Global Markets Investor
Global Markets Investor