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Podcast: The Penta Podcast Channel
Episode: Macrocast: Bracing for U.S. debt increases
Description: On today's episode of the Macrocast, Ylan, Brendan, and John examine the implications of extensive borrowing, as the U.S. debt approaches 106% of GDP. The group discusses the projections from the Congressional Budget Office, the impact of rising interest rates, and the scrutiny on the Treasury Department's past decisions. Ylan, John, and Brendan also discuss the impact of expiring tax cuts.
Ylan, Brendan, and John then shift to a discussion about the challenges confronting the commercial real estate sector amid the ongoing shift towards remote work. They analyze the potential repercussions on pension funds and insurance companies...