Thoughts from the Frontline Archive, July 2025

Uncertain Moments
  • July 11, 2025

Uncertain Moments

We like to say markets don’t lie. That may be so, but they can certainly send mixed signals.

Read more
At The Crossroads
  • July 4, 2025

At The Crossroads

Happy Fourth of July! I hope you’re enjoying a long holiday weekend. That’s what I am doing, so this letter will be a little different.

Read more
Thoughts from the Frontline

Archive


Interviews with leading experts digging deep on the most urgent stories you need to know about. Get Global Macro Update Interviews with leading experts digging deep on the most urgent stories you need to know about. Get Global Macro Update
×
The Coming Supercycle Crisis

Before you go... Grab a free copy of John Mauldin's The Coming Supercycle Crisis

The Debt Supercycle theory traces the increasing transfer of private debt to government balance sheets, highlighting its implications, the unique constraints of government debt management, and potential future scenarios—including the limits of government borrowing, the role of bond vigilantes, and the risk of a major fiscal crisis if current trends continue.

Get this free report delivered to your inbox when you fill out the form below.

I'm not interested

We respect your privacy and will never share your information. Read our privacy policy here. By signing up, you'll also receive John’s free weekly letter, Thoughts from the Frontline and Mauldin Economics marketing messages.