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Long-end yields elevated by fiscal supply
The speakers argued that high real yields and a steepening rate curve reflect structural fiscal supply pressure and market skepticism regarding long-term inflation control.
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The story so far
- Industrial demand to reprice physical silverCOMMODITY CULTURE
- Silver setup offers better value than goldPALISADES GOLD RADIO
- Bifurcating physical versus paper precious metalsTHOUGHTFUL MONEY
- Physical supply tightness drives structural precious metals bull caseTHE JULIA LA ROCHE SHOW
- Fiscal dominance risks for US debtMACRO MUSINGS WITH DAVID BECKWORTH
- Public inflation intolerance limits dovish pivotsMACRO MUSINGS WITH DAVID BECKWORTH
- Fiscal dominance as the primary independence threatMACRO MUSINGS WITH DAVID BECKWORTH
- Federal debt overhang threatens sovereign stabilityTHOUGHTFUL MONEY
- Sovereign bond sell-off risks global yield curve controlMONETARY MATTERS WITH JACK FARLEY
- Gold accumulation thesis driven by central bank demandMONETARY MATTERS WITH JACK FARLEY
- US Treasuries face long-end structural selling pressureMONETARY MATTERS WITH JACK FARLEY
- Gold hedges forced monetization and rising debtMONETARY MATTERS WITH JACK FARLEY
- Equities set to underperform gold long-termMONETARY MATTERS WITH JACK FARLEY
- Monetary expansion makes inflation structuralTHE POMP PODCAST
- Long-end yields elevated by fiscal supply · THIS IDEABLOOMBERG SURVEILLANCE
- Currency debasement supports hard commodity floorPALISADES GOLD RADIO
- Precious and base metal juniors offer extreme valuePALISADES GOLD RADIO
- Gold leads sovereign fiat repricing over TreasuriesWHAT BITCOIN DID
- Fiscal deficits drive structural long-term inflationWEALTHION - BE FINANCIALLY RESILIENT
- Gold bearish only with positive real rates, balanced budgetPLANET MICROCAP PODCAST
- Gold basis signals dollar distrust, not priceTHE JULIA LA ROCHE SHOW
- Major gold producers a 'gift from God'COMMODITY CULTURE
- Silver miners arithmetically attractiveCOMMODITY CULTURE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD