BELLINGS

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

David Kelly and Torsten Slok reached the same conclusion from opposite directions: with DC unwilling to touch the deficit, the bond market is the bad cop.

David Kelly and Torsten Slok reached the same conclusion from opposite directions: with DC unwilling to touch the deficit, the bond market is the bad cop.

BELLINGS Intelligence Score: 85

Why it matters

The $40 trillion national debt and bond market unrest represent a systemic credit-market stress event with broad implications for US fiscal policy, Treasury funding, and global bond markets, directly impacting borrowing costs and credit availability at a critical juncture of market turmoil.

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