According to The Kobeissi Letter, the US Government's year-to-date deficit for FY2025 reached a record $1.15 trillion in February, marking a new high. This figure is $318 billion above the 2024 levels for the same period, representing an increase of approximately 38%. The situation is described as a crisis, indicating significant implications for fiscal policy and potentially impacting financial markets.

According to Tom Emmer (@GOPMajorityWhip), Tim Walz's fiscal policies led to a significant financial downturn, turning an $18 billion surplus into a $5.1 billion deficit before President Trump's tenure. Emmer attributes this to Walz's incompetence.

According to The Kobeissi Letter, the previously 'too distant' balance sheet and deficit issues are now materially impacting markets, highlighting the necessity for traders to adjust their strategies in response to these developments.

According to The Kobeissi Letter, the growing deficit and balance sheet issues, previously considered too distant to impact, are now visibly affecting markets. The source suggests that these financial factors are causing significant market shifts, indicating a critical trading environment. The Kobeissi Letter offers premium analysis and alerts for those interested in detailed market positioning.

According to @KobeissiLetter, DOGE's access to US spending data is being blocked following the announcement of $1 billion per day spending cuts aimed at addressing the $1.8 trillion deficit. This development raises concerns about DOGE's potential impact on financial transparency and its resistance in governmental data access, which could influence its trading dynamics.