98. Why the Bond Market Is Rejecting U.S. Debt

Episode 98: Are We Hitting a Wall? Rising Debt, Bond Market Chaos & the Fed's Next Move

In this week's episode of Drunk Real Estate, we dive into the growing storm in the debt markets and what it means for real estate investors, the U.S. economy, and interest rates going forward.

With U.S. debt exploding past $36 trillion, bond auctions failing, and interest payments projected to hit $1 trillion annually, the crew breaks down what's really happening behind the headlines—and why the Fed may be nearing a breaking point.

We cover:
- Moody's downgrade and its message to investors
- Why 20- and 30-year bonds are being rejected by the market
- The Fed's balance sheet roll-off and its unintended consequences
- Could a debt spiral force the Fed to reverse course on QT?
- Why Japan, Germany & global forces are quietly reshaping bond demand
- What the SOFR curve is telling us about long-term rates
- How all of this ties back to commercial real estate, cap rates, and refinance risk

This episode connects the macro puzzle pieces—from treasury stress to real estate fallout—in the way only Drunk Real Estate can.

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