Katie Martin
speaker
588 appearances
2 recordings
1 series
first heard Aug 2026
last heard 11 Sep
Katie Martin’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
Yeah, there's a lot going on.
The bond markets globally are not looking very happy at all.
And I guess it's a bit of a paint your own adventure kind of picture, right?
You can kind of stick on to this whatever kind of narrative you want.
But I think the the most powerful one is that b governments are just borrowing too much damn money.
You know, the US national debt has of course crossed.
through forty trillion dollars for the first time.
You've got a whole bunch of countries, including the US, that are now spending more money on keeping current with their debts than they are on defense.
And that's just a bit of a kind of marker that this has all got pretty out of hand.
I feel like there's a lot lot of countries, including the UK,
That just seem to have forgotten how to talk to the electorates about trade-offs and taxes.
And instead, it's much easier to just keep going cap in hand to the debt markets, keep borrowing more and more money to keep the lights on, pay for your defense, fix your roads, build your schools, all the rest of it.
And at a certain point, bond investors say, look
I'll I'll buy these bonds, but it's gonna cost you.
I I'm gonna want a higher return on them.
And that's exactly what's happening here.
And you know, inflation plays a little bit of a role here.
Bonds famously hate inflation, it eats into their returns.
So again, investors ask for a higher return if they're going to be investing in bonds um in an in a high inflation environment.
Um
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