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Luke Gromen: U.S. Needs Negative Real Rates

In the latest edition of Market Overtime, a lively discussion about the Fed's current rate-cut cycle and what it means for U.S. Fiscal policy. Luke Gromen joins Oliver Renick to explain why Gold prices continue to soar alongside markets hitting all-time highs. From the U.S. Government's debt to the recent weakness in the Dollar, Gromen provides his perspective on the U.S. fiscal spending issue impacting the economy and the ramifications of a possible bond market bubble bursting.

Market Overtime

30 Sep 2024

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