Although the overall market is flat today, some momentum names staging a strong comeback such as quantum computing stocks and the Buzz ETF. So, are investors once again willing to take on riskier parts of the markets. Joining me now is Paulson Perspectives author Jim Pollson and Ariel Investments vice chairman Charlie Babrinskoy.Guys, welcome. Jim, you're concerned about economic growth here. What what's the impact potentially in the markets.Yeah, I I think that um I think the economy is fairly weak awardly ...

RT Luke Gromen (@LukeGromen)@1PeterMitchell @DavidBCollum Only crash that fixes that is not a crash in stocks.If you want to stop the inflation, you have to stop the deficits. If you want to stop the deficits, you have to stop the spending. If you want to stop the spending, there's only one thing you can cut that matters: https://t.co/1YIPfuky6E ...

Canada is set to rack up larger deficits under Mark Carney, who used his first budget as prime minister to inject tens of billions of dollars into defense, housing and major projects intended to help the country increase exports https://t.co/QAYFpMaypq ...

Fiscal Policy & Tariff Revenue - The president has touted tariff revenues as a tremendous gift in terms of fiscal policy [1] - Tariffs have generated more revenue, leading to smaller deficits compared to the previous year [1] - The White House has floated ideas of potential rebates to the American people tied to these tariffs, including big rebates and rebates for farmers [1][2] Risks & Concerns - There's a risk that tariff policies will continue to be changed and potentially found to be illegal [2] - The concern is that the money coming in from tariffs and that's helpful fiscally won't last [3] - The president has demonstrated a tendency to use tariffs for leverage, suggesting that this is not going to be a permanent structural improvement to the budget [3]

Canada’s federal fiscal picture is set to worsen as deficits and debt rise as a percentage of the economy, according to the latest forecasts from the country’s budgetary watchdog. https://t.co/sac0XwdPtN ...

Deficits are like cheeses: they come in many varieties, are something of a European speciality, and become problematic if left to fester too long https://t.co/BPHgAPxfkA ...

Bond Auction Analysis - The US 30-year long bond auction was considered "pretty good," indicating reasonable demand [1] - Yesterday's 10-year auction saw historically low dealer leftovers, suggesting strong investor demand [2] - Today's 30-year auction saw investors taking 90%, indicating aggressive demand for long-dated US Treasuries [3] - Demand for US Treasury auctions is currently more aggressive compared to other G7 nations [4] - Smaller dealer takedowns at auctions are preferable, indicating strong investor participation [4] Debt and Deficit Concerns - The US is paying $1.1 trillion in interest on its debt [6] - High debt servicing costs are taking a significant amount of money out of the US economy [7] - Despite debt concerns, the US economy shows positive aspects, with the Dow performing well [7] Investment Strategy - Older Americans with substantial 401ks should be cautious about aggressive equity allocations [8][9] - A transition from equities to fixed income is recommended while equity markets are still strong [9]

A slight majority of Canadians believe Prime Minister Mark Carney’s plan to run deeper deficits will grow the economy https://t.co/3XqNFHVPE1 ...

Economic Policy & Potential Risks - Surging debt and deficits pose a challenge [1] - Relentless attack on US central bank independence creates uncertainty [1] - Aggressive tariff policies, the most in almost a century, could disrupt markets [1] Market Outlook - Despite potential chaos, the bond market's reaction is unexpected [1]

Economic Challenges - Finance ministers in much of the rich world are facing significant deficits [1] - These ministers are also contending with voter revolts, creating a difficult situation [1] - Satisfying both the bond markets and a disgruntled electorate is proving challenging [1]