The “One Big Beautiful Bill Act” just rewired the U.S. economy overnight.
Big wins for oil, defense, and casinos—but at the cost of $3T in debt.
Bulls see stimulus.
Bears see a ticking fiscal time bomb.
Either way, markets won’t stay quiet.
Big wins for oil, defense, and casinos—but at the cost of $3T in debt.
Bulls see stimulus.
Bears see a ticking fiscal time bomb.
Either way, markets won’t stay quiet.