Fiscal Policy

Analysis of government spending, debt dynamics, tariff policy, and fiscal sustainability impacting markets and the macro outlook.

Weekly SitRep

Apr 6, 2026

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10 min read

Smart Money Just Picked A Side

Gold at extremes. Equities at all-time lows. The rotation is decisive.

Debyn Benjamin

Macroeconomics

Apr 4, 2026

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21 min read

America's 8:1 Balance Sheet Crisis

The Deficit Doom Loop, Failing Auctions, and the Petroyuan Threat

Debyn Benjamin

Fiscal Policy

The 150-Day Fiscal Cliff: SCOTUS Kills IEEPA Tariffs, Section 122 Creates a Worse Trap

Mar 21, 2026

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30 min read

The 150-Day Fiscal Cliff: SCOTUS Kills IEEPA Tariffs, Section 122 Creates a Worse Trap

When the Supreme Court invalidates emergency tariffs, the pivot to a 150-day emergency measure creates a hard policy cliff that freezes business investment, accelerates consumer credit stress, and forces the Fed into an impossible position by July 24.

Debyn Benjamin

Fiscal Policy

Smart Money Just Picked A Side

America's 8:1 Balance Sheet Crisis

The 150-Day Fiscal Cliff: SCOTUS Kills IEEPA Tariffs, Section 122 Creates a Worse Trap

Benjamin Capital Research