🚨🇺🇸 US DEBT ALERT: WHAT’S COMING IN 2026
The U.S. faces a huge debt rollover challenge: over $8 trillion of principal is expiring in the next 12 months.
Here’s why it matters:
Much of this debt was issued when interest rates were near zero.
Rolling it over now, in a 4.5%+ rate environment, will drastically increase interest payments.
Current interest costs are already around $1 trillion per year, consuming ~19% of federal tax revenue.
This creates a mechanical squeeze: the government must choose between austerity or controlling the yield curve, affecting markets globally.
Key takeaway:
This isn’t just about numbers—it’s about risk repricing. Traders and investors should watch interest rates, liquidity, and Treasury auctions closely.
💡 Reality check:
The U.S. has the capacity to manage this, but the scale of upcoming debt rollover makes 2026 critical for markets, liquidity, and risk assets.
