
Opis epizode
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Pellet warns that the U.S. must refinance trillions in debt soon — and questions who will actually buy those bonds at scale, especially if major holders reduce exposure.
He claims Japan has been selling U.S. treasuries and rotating elsewhere, and argues that falling demand forces the U.S. toward heavier money printing or central bank interventions — which, in his view, fuels another inflation wave. He calls tariffs “gasoline on the fire” in that scenario.
Full episode: https://www.youtube.com/playlist?list=PLJTy3oXCzHShsVuJ-zfiGnx96nuR-BNWB
WEB: https://slobodnipodcast.hr/2025/04/13/slobodni-podcast-111-thierry-laurent-pellet-maga-ili-sarn-spasimo-ameriku-odmah/

