Smoking in the Dynamite Shed
— Lawrence McDonald (@Convertbond) August 27, 2025
*50% comes due in the next three years.
**Interest on U.S. debt nears $1.2T with an average weighted coupon of 2.9%. The Fed is being forced to cut rates.
Curve
3m 4.1%
6m 4.0%
12m 3.8%
2y 3.6%
5y 3.7%
10y 4.3%
30y 4.9% pic.twitter.com/SDpeupPTcG
Une réflexion sur “Marche ou crève! Traduction: baisse les taux ou saute!”