Felix Nikolas Prehn: What Happens When Interest Costs Outrun Growth
Episode 21 min 6s

Felix Nikolas Prehn: What Happens When Interest Costs Outrun Growth

I break down the growing signs that the US Treasury is leaning on the bond market while long-term yields keep rising anyway. Then I connect that bond math to real life: mortgage rates, inflation pressure tied to AI spending, and how concentrated the stock market has become. • how Treasury yields act as the price of money for mortgages, loans, and pensions • why foreign demand is fading and why the Fed is no longer the default buyer • what Treasury buybacks signal and why sh...

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