Treasury yields, oil prices and the yen carry trade are all reaching a breaking point, and Vincent Deluard warns that equities could be next. The StoneX strategist argues that markets will hold up through the midterms and the Anthropic IPO, but that AI capex can’t keep doubling forever. After November, he plans to turn bearish on stocks while staying bullish on Bitcoin and gold.
Chapters:
00:00 Why Rising Treasury Yields Point to Long-Term Dollar Debasement
02:01 Can AI and Robotics Grow the US Out of Its Debt Problem?
03:48 Bitcoin vs. Gold: Which Is the Better Debasement Hedge?
05:36 What Daily Tax Collection Data Reveals About the US Economy
09:34 Inside France’s Bond Market Crisis and Its Debt Problem
12:21 Eurozone Contagion Risk and the Case for Shorting the Euro
15:02 Yen, Oil and Treasury Yields: Three Signals at a Breaking Point
17:15 Top-Heavy Stocks, the Anthropic IPO and a Post-Midterm Sell-Off
19:52 The Return of QE and Why It’s Bullish for Bitcoin and Gold
21:27 Bitcoin Price Outlook for the Next Two Years
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