🚨 US DEBT ALERT $8T MATURING IN 2026 🚨
Over $8 trillion in US debt comes due next year, mostly short-term bills from the pandemic era. This doesn’t mean the US can’t pay. Treasuries are rolled, not paid off, and they sit at the core of the global financial system with full Fed support.
Yes, higher rates make refinancing more expensive, pushing deficits and issuance higher, but history shows this leads to more liquidity, lower real yields, and gradual currency debasement. That environment typically favors risk assets like equities, real assets, and commodities, while cash and bonds lag.
The Fed is already adding reserves and shifting tone ahead of this rollover. Bottom line: liquidity is coming, and the money printing cycle is far from over.
