Because...
- Negative real interest rates are required to avoid nominal western government debt defaults.
- The US is unlikely to lose “Cold War 2.0” for lack of printed USDs, in our view.
- US cannot afford Entitlements and Interest Expense without printing money whenever USD gets too high.
Meet Luke
Unparalleled Expertise
Luke Gromen has become one of the most respected names in the global research sector. Having been in the industry for 20+ years and earning a reputation as a client-focused analyst with an unparalleled ability to make broad connections between increasingly siloed industry news and draw conclusions that help investors understand the bigger picture. Luke offers unique and insightful research derived from a wide variety of sources that provide a clearer picture of global macroeconomic, thematic, and sector trends.
