What is Actually Happening in the Economy Right Now? | 28 Oct 2026 | Columbia Business School
1. Executive Briefing (TL;DR)
- Structural Treasury Trilemma: The US Treasury market faces an irreconcilable trilemma between surging government bond supply, strict commercial bank balance sheet regulations, and low market volatility—policymakers can only achieve two out of three [00:12:04].
- Cap-Weighted Index Distortions: S&P 500 and NASDAQ top-line stability masks severe underlying single-stock drawdowns and valuation reratings, as market-cap weighting heavily concentrates performance in a handful of mega-caps [00:14:01].
References
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