Why are U.S. bond yields rising even as economic growth remains strong? Erik Norland, Managing Director and Chief Economist at CME Group, joins Jim Iuorio and Bobby Iaccino to break down the forces reshaping the U.S. economy, Treasury market, inflation, and interest rates.
They explore rising government debt costs, whether heavy T-bill issuance can expand the money supply, why inflation acts like a form of default, AIโs inflationary and potentially disinflationary effects, the impact of higher oil prices, housing, recession risk, and what todayโs economic boom could mean for markets.
Timestamps
00:00 Erik Norland Joins Futures Edge
01:01 Why Are Treasury Yields Rising?
02:07 Americaโs Rising Cost of Government Debt
03:00 Could the U.S. Enter a Debt Spiral?
05:14 Is Treasury Issuance Expanding the Money Supply?
07:20 Could the Fed Buy More Government Debt?
08:29 Why Does the Fed Want 2% Inflation?
08:55 Inflation Is a Form of Default
12:04 Will AI Eventually Lower Inflation?
15:24 Is the U.S. Entering an Economic Boom?
17:25 Are Interest Rates Actually Too High?
18:41 Could Housing Prices Finally Fall?
22:02 How Much Is Oil Adding to Inflation?
23:29 Could an Oil Shock Cause a Recession?
26:17 Is Main Street Missing the Market Boom?
30:55 What Happens to Jobs in the AI Economy?
33:35 Technology, Inequality & the Next Economic System
36:05 Final Thoughts
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