Treasury Buybacks, Tariffs & the Next Market Shock with Don Schneider

Don Schneider joins us to break down Treasury’s surprise buyback announcement and what it signals about the bond market, long-term rates and the government’s broader issuance strategy. We also discuss the persistent U.S. deficit, whether the economy can actually grow its way out of the debt burden, the outlook for tariffs and the market-moving policy decisions that could emerge between now and the midterm elections. Don also weighs in on the growing political risks surrounding AI, data centers and the massive infrastructure buildout behind the AI boom.

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