_{US NEWS}

​Jamie Dimon Sounds the Alarm: Markets Are Sleepwalking Into a Stagflation Storm

JPMorgan Chase CEO Jamie Dimon warned that investors are showing an “extraordinary amount of complacency” despite rising global risks, including extreme tariffs and the potential for stagflation—a mix of high inflation and low or no economic growth. Speaking at JPMorgan’s investor day, Dimon emphasized that the full effects of the U.S.’s recent tariffs have yet to materialize and could disrupt global trade and manufacturing, which cannot quickly shift to domestic alternatives.

He also highlighted credit risks, warning that credit losses in a recession would be worse than expected due to years of loose lending and high leverage. This follows Moody’s downgrade of the U.S. credit rating due to unsustainable debt levels and political gridlock.

Markets showed mixed reactions: stocks closed slightly higher, but investors sold off U.S. Treasuries, pushing yields up and the dollar down. Gold rose 1.5% as investors sought safe-haven assets amid growing economic uncertainty.

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_{FINANCIAL NEWS}

Bond Market Panic: Investors Flee as U.S. Debt Spirals Out of Control

The bond market is flashing red over the “Big, Beautiful” tax cut bill pushed by President Trump and House Republicans. A weak 20-year Treasury auction signaled declining investor confidence in U.S. debt, with buyers demanding higher yields — a sign they see lending to the U.S. as riskier due to ballooning deficits.

Key concerns include:

• Exploding national debt: The tax bill could add nearly $4 trillion to the already $36 trillion U.S. debt.

• Rising interest costs: The U.S. has already spent $684 billion this year on interest alone, consuming 16% of federal spending.

• Foreign investor pullback: Analysts warn of a “foreign buyer’s strike” on U.S. assets, citing weakening demand for Treasuries and a falling dollar.

• Higher borrowing costs: Yields on long-term U.S. bonds surged, pushing up rates for mortgages, auto loans, and credit cards, potentially slowing the economy.

• Moody’s downgrade: The U.S. credit rating was recently cut, intensifying fears about the sustainability of federal debt and fueling further market volatility.

Despite reassurances from Treasury Secretary Bessent, the market is signaling skepticism. Analysts warn the U.S. must either revise its fiscal plans or face rising borrowing costs and economic turbulence. Read Now.