
The Bond Meltdown Ends In A Global Money Print
Aired Sep 11, 2026 · 1h 2m · Last boosted 10d ago
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In this Global Macro Update, Nik explains why he believes the current global bond meltdown and liquidity contraction will end in a massive global money print. He walks through the global balance sheet, $600 trillion in real assets, $600 trillion in financialized assets, and $600 trillion of banking balance sheet, set against $350 trillion of debt and only $120 trillion of global GDP, and why that math makes repayment in today's dollars impossible. Nik covers why he expects the print in the United States to come from commercial bank lending rather than Fed QE, why the ECB and the Bank of England will have to...
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Important to remember where money printing primarily comes from these days. We call it fiat money but it's probably closer to credit based money... It's the banks that do most of the printing.






















