This is INSANE!!!

$9.6T of U.S. debt is about to hit the market and this rollover alone could reshape the entire macro cycle.
A third of outstanding bonds are refinancing at 3.5 to 4%, pushing net interest toward $1T in 2026 and forcing policymakers into a corner between higher yields or easier money.
This is the pressure point that will determine whether liquidity tightens further or the easing pivot arrives sooner than expected.
Be ready.