<p>In this episode, we unpack the significance of Moody’s downgrade of U.S. credit—completing a historic trifecta with all major agencies now rating U.S. debt below AAA. We break down what credit ratings actually mean, why bond yields are rising despite falling inflation, and how structural risks—not just CPI—are driving market pressure. </p>

In this episode, we unpack the significance of Moody’s downgrade of U.S. credit—completing a historic trifecta with all major agencies now rating U.S. debt below AAA. We break down what credit ratings actually mean, why bond yields are rising despite falling inflation, and how structural risks—not just CPI—are driving market pressure.

<p>In this episode, we unpack the significance of Moody’s downgrade of U.S. credit—completing a historic trifecta with all major agencies now rating U.S. debt below AAA. We break down what credit ratings actually mean, why bond yields are rising despite falling inflation, and how structural risks—not just CPI—are driving market pressure.&nbsp;</p>

Bonds, Yields & Left Tail Risk

One man's trading thoughts, journey and vision, told through irreverent, unbridled, caffeine-fueled rage. It's everything you wish you knew sooner. Call it comedic. Call it cynical. Call it callous. Just don't call during market hours.

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Bonds, Yields & Left Tail Risk

Bonds, Yields & Left Tail Risk