deficit
Discussion was dominated by concern that large, persistent US deficits are driving higher borrowing costs, inflation risks and weaker demand for Treasury debt. Several speakers argued that interest costs, entitlements and politically protected spending make fiscal consolidation unlikely, while others saw deficit spending as a near-term economic stimulus or hoped AI-led productivity could improve debt dynamics. 3131417182136 Commentary also covered worsening UK, French, euro-area, Canadian, Qatari and Syrian fiscal or trade balances, but the evidence is much more heavily focused on the United States. 1121524273438
Where the voices land
All voices 4 voices4 rising
Rising
- MTMartin TurenneRising He expects the nickel market to swing into its first deficit in 2027, with deficits continuing and expanding in 2028 and beyond. “we expect that 2027, they'll actually be the first deficit in the nickel market for the first time in many years” ▶ 1:03 FPX Nickel: Baptiste Gains Strategic Importance … · 24 Sept
- LGLuke GromenRising Rising rates make the US $2T deficit rise nonlinearly. “effectively makes US $2T deficit rise nonlinearly” Open the post No. What's still controversial is: 1) How rate… · 23 Sept
Sharply rising
- BSBrad SetserSharply rising Setser expects the trade deficit to widen dramatically in Q3 and likely in H2, based on July trade and August import data. “the available data for q3 (July trade numbers, plus August import numbers) suggests a gigantic rewidening of the deficit in q3 and likely h2” Open the post Have long enjoyed my dialogue with Kunal Shah, b… · 25 Sept
- GBGary BohmSharply rising The deficit will keep growing because there is no political appetite for cutting spending. “There is simply no appetite for cutting spending and getting the deficit under control.” Open the post Locked spending means bond issuance cannot slow … · 21 Sept
4 rising
Mentions
39 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Daniel Lacalle 5 mentions
- Brad Setser 4 mentions
- Adam Taggart 4 mentions
- Walter Bloomberg 3 mentions
- Jack Farley 3 mentions
- Gary Bohm 3 mentions
- Jeffrey Currie ++ 2 mentions
- Bloomberg 2 mentions
See what your own voices say about deficit, every morning.
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