The Sovereign Debt Squeeze — UAO Daily, July 9, 2026

from The Universal Owner · host Universal Asset Owners

NATO's Ankara 5%-of-GDP defense track and the OBR's "unsustainable, ever-rising" debt warning converge with the Hormuz oil shock on the one asset a universal owner can least diversify: long-dated government debt. Plus the physical economy — record power demand, AI's grid squeeze, and a diesel crunch. Full brief: https://www.universalassetowners.com/intelligence/uao-daily-brief-2026-07-09-2/

Episode metadata supplied by the publisher feed · Published Jul 9, 2026

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The Sovereign Debt Squeeze — UAO Daily, July 9, 2026

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