📺 The Macro Roundtable — Episode 5

**“Fiscal Fireworks: Can the “One Big Beautiful Bill” + surging defense spend coexist with debt sustainability?”**

This episode assembles all **13 of our veteran analysts**—for a deep-dive on Washington’s latest spending spree and its ripple effects across rates, inflation, FX, and portfolio strategy.

#### 🔑 What you’ll learn

- **Primary-deficit math:** How fast does the new bill + re-armament push debt-to-GDP toward 140 %…150 %…or worse?

- **Growth vs. inflation:** Can fiscal thrust actually outrun price pressures, or does it backfire into stagflation?

- **Financial repression odds:** Will policymakers cap yields below CPI long enough to erode debt, or will bondholders (or the dollar) revolt first?

- **Election risk:** Which coalition—left-populist, right-populist, or centrist—has the will to slam on the fiscal brakes after 2026?

- **Early-warning dashboard:** 26 real-time indicators—from interest-coverage ratios to repo spreads—to spot an unsustainable debt spiral before it becomes consensus.

- **Actionable plays:** Where the analysts agree (gold, energy infrastructure) and fiercely disagree (duration, crypto, curve steepeners).

📌 **Like, subscribe, and hit the bell** to catch Episode 6, where we test the Roundtable’s forecasts against fresh macro data and chart-driven signals.

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