Ray Dalio’s Warning: America is Headed Towards an Economic “Crisis” – Whatfinger News' Choice Clips
Whatfinger News' Choice Clips

Ray Dalio’s Warning: America is Headed Towards an Economic “Crisis”

 

“Ray Dalio’s Warning: America is Headed Towards an Economic ‘Crisis'”, billionaire investor Ray Dalio discusses the looming $34 trillion debt crisis facing the US economy. Dalio suggests that we are at the beginning of a classic late-cycle debt crisis, characterized by an oversupply of debt and a lack of buyers. This situation is exacerbated by geopolitical shifts and a decrease in treasury bond investments from large global investors, leading to a potential shortage of buyers for US government debt.

Dalio warns that the US is on the brink of having to issue a significant amount of government debt, which may not find enough buyers, leading to a supply-demand issue. This could result in a need for higher interest rates to attract buyers, which in turn could lead to an economic downturn. He expresses concern about the US’s ability to manage this situation given the current political polarization and the rise of populism, which could hinder effective bipartisan solutions.

The video also discusses the implications of rising government borrowing costs, including the possibility of drastic government spending cuts or significant tax increases. Both options could have severe negative impacts on the economy. The video suggests that economic growth could be a solution to reduce the debt-to-GDP ratio, similar to the post-World War II era when the US successfully managed its debt through economic expansion.

Dalio’s overall message is a cautionary one, emphasizing the need for careful management of the nation’s debt and the importance of political cooperation to avoid a major economic crisis.

  • A record $8.9 trillion of government debt will mature over the next year. Meanwhile, the government deficit in 2024 is projected to be $1.4 trillion. This means that someone will need to buy more than $10 trillion in US government bonds in 2024. That’s nearly ONE THIRD of all outstanding US federal debt right now. All while the Fed is expected to start cutting rates, making buying these bonds less attractive. Who’s going to fund all of this debt?

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