The federal debt has climbed $2.3 trillion since the current administration started its second term. That's a staggering pace of fiscal expansion in just a few months. With borrowing costs still elevated and no clear path to deficit reduction, this trajectory raises questions about long-term monetary policy and its ripple effects across risk assets. Traditional safe havens and alternative stores of value might see renewed interest as concerns over currency devaluation intensify.
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The federal debt has climbed $2.3 trillion since the current administration started its second term. That's a staggering pace of fiscal expansion in just a few months. With borrowing costs still elevated and no clear path to deficit reduction, this trajectory raises questions about long-term monetary policy and its ripple effects across risk assets. Traditional safe havens and alternative stores of value might see renewed interest as concerns over currency devaluation intensify.