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US Fiscal Vulnerability
Bond Market Blow Up or Treasury Tornado…?
May 2025
“The US fiscal deficits are too large and they need to be brought down,”
Gita Gopinath, the IMF’s first deputy managing director, told the Financial Times.
In this piece we unpack some of the facts and discuss what the “looming” tax reforms could mean in conjunction with the recent tariff volatility.
Is this the year of reckoning for US or will the can be kicked down the road a little further? And how long is this road before the cliff ? We also discuss implications for the Dollar.
OMBA Advisory & Investments
THE WEEKLY MOMENT
Click below for a one page PDF summary of the latest Indices, Rates and Indicators.