The first major issue of 2025 will be the budget, underappreciated now but decisive in the first half of the year, because the treasury market is the foundation of all markets - a supply-demand reverberation there disrupts all capital raising and the whole world; priorities will smartly shift toward energy for data centers and building AI to win the tech war.
forecastpending
Speaker
Ray DalioEvidence Quote
“the first big issue that we're going to deal with is the budget issue right now it's not the issue and everybody thinks of it not as the issue”
Created: 6/18/2026, 1:59:18 PM
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