The United States faces an imminent supply-demand debt crisis: the federal deficit must be reduced from a projected 7.2% of GDP to approximately 3% of GDP, otherwise there will be a severe supply-demand problem with Treasury debt that the world will not want to buy.
causalpending
Speaker
Ray DalioEvidence Quote
“we have a very severe Supply demand problem so that they have to sell a quantity of debt that the world is not going to want to buy... the deficit must go from what will be projected now uh to be about 7.2% of GDP to about 3% % of GDP otherwise there will be a supply demand problem [12:02]”
Source
Ray Dalio and Salesforce’s Benioff on AI, trade wars and new world order— CNBC International LiveCreated: 8/11/2026, 5:33:25 AM
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