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Back to blog January 10, 2020 No Comments Author: Andy Jones

Tariffs, Debt, Social Security and The Fed

I recently wrote some thoughts on the economy on my personal blog:

Economic Thoughts on Tariffs, Debt, Social Security and The Fed

I thought our audience here at PrivateEquityInfo.com would be interested as well.

QUICK SUMMARY

  1. Tariffs on Chinese goods could trigger an increase in interest rates for U.S. Treasuries (potentially inflation and a recession).
  2. The U.S. Debt load has garnered near unstoppable negative momentum and would be compounded by an increase in interest rates.
  3. Social Security concludes its final surplus year in 2019, applying further interest rate pressure on U.S. Treasuries.
  4. The Federal Reserve has considerably less maneuverability compared to 2008.