Crosscurrent: Fiscal-Dominated Reflation

Fiscal deficits exceed 6% GDP persistently, constraining Fed via Treasury demands
Inflation structurally reaccelerates to 3%+ from deglobalization and demographics
Growth hits 2.5-3% via stimulus but faces stagflation risks by year 4
Monetary policy subordinated to funding needs over cycle signals

About this Frame: A Frame is a way to think about how the world could unfold — not a prediction.

Ready to get started?

Create a free account to explore financial scenarios with confidence.

14-day free trial — no credit card required

🧩 Browser Extension

Create frames from any webpage, headline, or link — right from your browser.