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The US federal government is now absorbing roughly $155 billion in fresh debt every single month, putting the fiscal year 2026 deficit on course to breach the $2 trillion mark. Here is what the supply tsunami means across every major asset class.
The US government is now borrowing roughly $155 billion every single month, putting the FY2026 deficit on a trajectory to eclipse $2 trillion. Here is what that supply avalanche means for rates, the dollar, and risk assets.
The US Treasury is borrowing roughly $155 billion every single month as the fiscal year 2026 deficit tracks toward a staggering $2 trillion — a structural pressure point that is reshaping the yield curve, testing dollar confidence, and creating real trading opportunities across multiple asset classes.