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Recent Posts
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Monthly Archives: May 2026
The Medicaid Surge: Economic Drivers, the Unwinding, and the OBBBA Retrenchment
Ten Key Takeaways: Our analysis in our recent post, “America’s Fiscal Mirage: Tariff Sugar Rush, Structural Hangover,” highlights that while recent deficit figures may appear to show a very slight improvement, they mask a deeper, persistent fiscal fragility driven by … Continue reading
Presidential Budget Deficits
We are reposting the Appendix added and updated to yesterday’s post, America’s Fiscal Mirage: Tariff Sugar Rush, Structural Hangover. We thought it important as President Trump has formally requested a historic $1.5 trillion national defense budget for Fiscal Year 2027. This … Continue reading
America’s Fiscal Mirage: Tariff Sugar Rush, Structural Hangover
The headlines look almost encouraging. The U.S. federal deficit for the first seven months of fiscal year 2026 came in at $955 billion — $94 billion better than the same period a year earlier. Revenues rose 7%, outlays only 3%. … Continue reading
Global Risk Monitor: Week in Review – May 8
No commentary this week but Wow! Look at Korean stocks.
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Global Macro Monitor 