The End of Easy Money
- pfeiffp67
- Dec 16
- 1 min read
The article explains how rising global debt, persistent inflation, and political uncertainty are bringing the era of easy money to an end. Governments that once borrowed cheaply now face higher interest costs as investors demand compensation for inflation risk and fiscal strain. In the U.S., expanding deficits and credit-rating concerns have intensified market unease, while similar pressures are evident worldwide. As anticipated rate cuts fail to materialize, long-term yields have climbed to levels not seen since 2009. For investors, this environment reshapes portfolio strategy, restoring the relevance of high-quality income, selectivity, and disciplined risk management in a higher-rate world.
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