Trading Signals
US Borrowing Hits $155B a Month as FY2026 Deficit Targets $2 Trillion: What It Means for Bonds, Dollar and Risk Assets
The US government is now borrowing roughly $155 billion every single month, putting fiscal year 2026 on course for a $2 trillion-plus deficit. Traders need to understand exactly how that supply avalanche is repricing Treasuries, the dollar and virtually every risk asset tied to the cost of money.