There are three events that could break the core belief that central banks will bail out markets: (1) a major war, particularly with China, (2) a major pandemic, for which institutional trust is already destroyed and public resistance will be active and organized, and (3) interest rates hitting 6% on their way to 8-10%, which would break the system entirely.

forecastpending

Speaker

Ben Hunt

Evidence Quote

I think there are three things that can happen [that break central bank bailouts]: one is a um War... another plague... [third] interest rates hit 6% on their way to 8% 10year the world ends

Source

Making Sense of Markets in a Post Election World | Grant Wiliams and Ben HuntExcess Returns
Created: 8/11/2026, 7:30:05 AM

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