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U.S. Government Debt and Deficit––– Does It Matter?
Post-Election U.S. fiscal policy can still cause stress in the Treasury market given the unsustainable U.S. budget deficit and the high risk of a rating agency downgrade in H1 2025. However, 10yr U.S. Treasury yields above 4% now have a buffer and the prospect for Fed policy is also important. If th
Fortress Hill Advisors
9 months ago
China Big Corporate Debt Deleveraging
Private companies ex property developers have seen a small pay down of debt, but the largest remaining portion of non-financial debt ex LGFV is central and local SOE’s. They have low profitability and have shown few signs of increased leverage. This leaves the onus on fiscal policy. Reports suggest
Fortress Hill Advisors
9 months ago
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