government deficit

The hidden dangers of sovereign debt

Franklin Templeton's Sonal Desai says investors should be cautious about making aggressive bets on falling interest rates.

US deficits, not de-dollarisation, reshaping bond markets: Franklin Templeton

Anton Eser notes that despite a more fragile macro backdrop, spreads across both investment-grade and high-yield credit remain tight in public markets.

Credit markets are underpricing inflation, debt risks: Robeco CIO

Worry about the budget deficit picked up in May tied to a tax-cut bill moving through Congress. The House-passed version of the tax and spending bill would add US$2.4 trillion to US budget deficits over the next decade, according to an estimate from the nonpartisan Congressional Budget Office.

US deficit is a ‘ticking time bomb’, Citadel Securities President says

A Republican sweep in November is expected to pose the greatest risk to bonds by expanding Trump's ability to implement his agenda, some of which is expected to contribute to higher inflation.

Bigger debt loads and erratic politics haunt bond markets

“A moderately restrictive fiscal policy not only acts as a brake on inflation. It also makes it possible to create sustainable scope for investment,” says German Finance Minister Christian Lindner.

German deficit forecast at 1.75% in 2024, says stability council