The trajectory of Bitcoin in 2025 is being shaped by more than price action and halving cycles. Under the surface, U.S. fiscal policy decisions and the advancement of the GENIUS Act are redefining how ...
The S&P 500 (SPX) outlook remains cautiously positive near-term, supported by a $184B private sector surplus and record federal outlays. Fiscal policy is the dominant market driver into 2025–26, but ...
February fiscal flows added a $360B+ private sector surplus, boosting liquidity and risk assets; Fed near peak rates.
Global public debt is rising, requiring urgent fiscal adjustments to ensure sustainability and resilience amid economic uncertainties and spending pressures. Global public debt is high, and rising. It ...
As the Union Budget 2026 approaches, fiscal policy becomes the backbone of every major announcement from tax relief and welfare schemes to infrastructure push and borrowing plans. The Budget is not ...