Mind the $2 Trillion Gap
It offers a manager discussion of how fiscal deficits and Treasury supply may affect bonds and rates, a subject relevant to wealth professionals following fixed income and market conditions.
Summary
By the markets & outlook deskThe video discusses the U.S. posting a $1.99 trillion budget deficit in FY 2026, described as the largest non-COVID-related shortfall in modern history. Kevin Flanagan and Bradley Krom examine what rising deficits and Treasury supply could mean for the bond market and interest rates.
- The U.S. posted a $1.99 trillion budget deficit in FY 2026.
- The description calls it the largest non-COVID-related shortfall in modern history.
- The episode examines what rising deficits and Treasury supply could mean for the bond market and interest rates.
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