Steve Eisman
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France and the U.S. share the same debt trap. Why the U.S. has an escape valve. ↗
MarketWatch, 19 October 2026: compares French and US fiscal positions (IMF growth, private debt ~3x GDP vs ~1.5x), notes the Limoges town hall fire, and quotes Steve Eisman on Treasuries.
AI Narrative Switches; Debt Yields Spike (Weekly Wrap, 23 Oct 2026) ↗
Eisman's own show notes: French 10-year spread over Germany up 16bp to 175bp, highest since the 2011 crisis; the global financial system runs on Treasuries.
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