BREKING 🚨

The $1.2T spending bill exposes a sharp gap between fiscal rhetoric and reality. With U.S. debt near $40T, continued big-ticket spending undermines deficit discipline and weakens confidence in long-term fiscal control.

Market impact:

$ENSO – Debt expansion strengthens alternative-finance narratives

$ACU – Policy inconsistency fuels volatility

$IN – Inflation and rate-risk concerns stay elevated

Bottom line: Promises fade, spending stays. Debt dynamics—not politics—will drive markets next.