About this episode

Julia Hermann and Sarah Hirsch discuss the implications of U.S. debt exceeding 100% of GDP on the Treasury curve and potential market shifts.

Markets are focused on near-term inflation, even as U.S. debt has crossed 100% of GDP. In this episode of Market Matters, Julia Hermann and Sarah Hirsch explore what this disconnect means for the Treasury curve and why they see a potential shift toward steepening ahead.

People in this episode

Host: Julia Hermann

Guest: Sarah Hirsch

Topics covered

• U.S. Treasury curve
• inflation
• debt to GDP
• market analysis
• economic outlook

Keywords

• Treasury curve
• inflation
• U.S. debt
• GDP
• market trends

Mentioned in this episode

Organizations: U.S. Treasury

Places: U.S.

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