Macro

Bonds are a buy only if U.S. spending is cut, Luke Gromen argues - Traders Union

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DW NOTE

Luke Gromen's position requires the U.S. government to do the one thing it has structurally proven incapable of doing. The federal deficit ran $1.4 trillion through June 2026 — 3% higher than last year — while a closed Strait of Hormuz pushes oil toward $102 and the Fed prepares to hike rates into a supply shock. Bonds are not a buy because spending discipline is coming; bonds are a sell because it isn't.

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Monetary policy in times of geopolitical tensions and technological disruption

Speech by Mr Olli Rehn, Governor of the Bank of Finland, at the CEPS Macro group webinar, Helsinki, 20 October 2026.

Treasury's Bessent sees crypto as America's next tool for keeping the U.S. dollar on top

Speaking at Ripple's conference, the U.S. Treasury Secretary said the SEC and CFTC action could help fill the gap left by the Clarity Act's failure, while curbing crypto debanking.

Bonds are a buy only if U.S. spending is cut, Luke Gromen argues - Traders Union

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Monetary policy in times of geopolitical tensions and technological disruption

Treasury's Bessent sees crypto as America's next tool for keeping the U.S. dollar on top

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