The US federal government faces an imminent debt supply-demand crisis where it must sell large quantities of debt that the world market will not want to buy at current prices if the deficit remains above 3% of GDP.
causalpending
Speaker
Ray DalioEvidence Quote
“they have to sell a quantity of debt that the world is not going to want to buy and that's a set of circumstances that is imminent... 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”
Source
Ray Dalio and Salesforce’s Benioff on AI, trade wars and new world order— CNBC International LiveCreated: 8/11/2026, 6:48:37 AM
My Notes
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