The World Blog by humble servant.

Confidential Report: The Impending Global Sovereign Debt Crisis and the Federal Reserve’s Trapped Position Date: August 12, 2025 Scope: This report analyzes the unfolding global sovereign debt crisis, focusing on the U.S. (debt-to-GDI ratio of 126%, $37.2 trillion debt), the Federal Reserve’s constrained role, China and Russia’s potential Treasury dumping, stablecoins’ vulnerabilities, and economic stagnation amid declining dollar confidence and high interest rates. It addresses the lack of demand-driven growth, persistent inflation (3% in August 2025, grocery prices up 20.9% since 2021), and markets sensing a crisis, rendering rate cuts ineffective. The report ties these elements together, emphasizing the private sector’s role (including stablecoin issuers) and the “Ponzi scheme” claim.Executive SummaryThe global sovereign debt crisis, with $102 trillion in public debt (93% of global GDP in 2024), is intensifying, and markets are signaling distress. In the U.S., a $37.2 trillion feder...