Market Concerns Grow Amid Global Debt Build-Up
Arun Singhal, founder and CIO of Indicus Capital, highlights mounting concerns over the ballooning debt on US and global sovereign balance sheets. The recent Moody’s downgrade of US credit underscores growing skepticism about the long-term viability of dollar-denominated assets and the narrative of US exceptionalism.
Japanese government bond markets are flashing warning signs, with potential Ripple effects across global risk pricing. The instability threatens to disrupt the delicate equilibrium of international bond markets, prompting investors to reassess traditional safe havens.