Stanley Druckenmiller has warned about the harmful effects of the budget deficit and the rising public debt of the United States. This investor stated that the country is facing a reckoning, but the timing of it is difficult due to several factors.
Stanley Druckenmiller on US debt: 'We are going to have to reckon'
The US debt situation, which has surpassed $35 trillion, has begun to worry prominent figures in the financial world, who acknowledge the seriousness of the situation. Stanley Druckenmiller, known for his track record at Duquesne Capital, where he made millions for his investors, has recently warned about the dangers of the budget deficit and the scale of US debt.
In an interview with Nicolai Tangen, CEO of Norges Bank Investment Management, Druckenmiller stated that he, as an American, is obsessed with this topic, as the debt-to-GDP ratio cannot keep rising indefinitely. In this regard, Druckenmiller commented:
For me, we will have a reckoning, but I don't know when that will happen.
The head of the Duquesne Family Office explained that the position of the US dollar as the world's reserve currency has allowed the country to maintain this situation, as it enables the country to receive "less distrust" from creditors. However, Druckenmiller acknowledged that this situation is unsustainable but due to some post-COVID conditions, this crisis has been pushed to 2025 or 2026.
“If we have a problem, it will probably be at the end of '25 or the beginning of '26, but you don't know,” Druckenmiller assessed. Druckenmiller explained that this crisis could erupt due to a failed auction or an inflation outbreak caused by the Federal Reserve cutting interest rates too early recently. “Honestly, it could be 6 months, it could be 6 years, I don't know anymore,” he concluded.
Last month, Druckenmiller reported that he had taken a short position in bonds, betting that the Fed would miscalculate the timing of the market and would have to raise interest rates again. He criticized the Fed's approach based on previous guidance, which could cause the organization to delay its response to an inflation outbreak.
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