Jan van Eck(@JanvanEck3):This discussion entirely misses the unbelievably stimulative US gov’t spending since COVID. THIS is why the economy did ok after the 2022 interest rate hikes. The gov’t deficit is an underappreciated support to the economy and markets. Deficits are slightly shrinking now but that is not a big risk to markers now. However, gov’t overspending is creating its own macro risk long term.

Jan van Eck

@JanvanEck3

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Jan van Eck@JanvanEck3

2026.08.11 22:33

This discussion entirely misses the unbelievably stimulative US gov’t spending since COVID. THIS is why the economy did ok after the 2022 interest rate hikes. The gov’t deficit is an underappreciated support to the economy and markets. Deficits are slightly shrinking now but that is not a big risk to markers now. However, gov’t overspending is creating its own macro risk long term.