Rising Debt, Shifting Markets: Navigating the Impacts of Fiscal Imbalance
The fiscal outlook continues to deteriorate, and we believe the implications for both fixed income and broader asset allocation are significant. Key observations include: Reconciliation Bill: A proposed reconciliation bill exceeding $2 trillion seems likely, especially given expectations of increased fiscal spending under a second Trump administration. Limited Offsets: Even under optimistic assumptions, cost-saving measures—such [...] The post Rising Debt, Shifting Markets: Navigating the Impacts of Fiscal Imbalance appeared first on ETF Trends.
The fiscal outlook continues to deteriorate, and we believe the implications for both fixed income and broader asset allocation are significant. Key observations include: Reconciliation Bill: A proposed reconciliation bill exceeding $2 trillion seems likely, especially given expectations of increased fiscal spending under a second Trump administration. Limited Offsets: Even under optimistic assumptions, cost-saving measures—such [...]
The post Rising Debt, Shifting Markets: Navigating the Impacts of Fiscal Imbalance appeared first on ETF Trends.
