💼 Business 4h ago · Nick Lichtenberg

The $40 trillion national debt and the bond market’s revolt: top Wall Street strategists explain how we got into this mess

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The $40 trillion national debt and the bond market’s revolt: top Wall Street strategists explain how we got into this mess
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Total U.S. debt crossed $40 trillion for the first time this month. In the week since, two of Wall Street’s most closely read economists independently arrived at the same diagnosis: nobody in Washington is going to fix this, so the bond market will do it instead—whether the Treasury Department likes it or not. They also got a major helping hand from an AI-assisted column in the Wall Street Journal by hedge fund legend Stanley Druckenmiller.



On Tuesday, David Kelly, chief global strategi

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