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EPISODE · Jul 15, 2025 · 17 MIN

Deficit Defying Spending Plans

from Macro Minutes

In this episode, fiscal loosening has been a feature across many geographies and is getting an increasing amount of attention from financial markets. In this episode, we look at the similarities and differences in fiscal approaches, and how markets are reacting in the US, Euro-area, UK and Canada.Participants:Simon Deeley (Desk Strategy), Canada Rates StrategistBlake Gwinn (Desk Strategy), Head of US Rates StrategyPeter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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Deficit Defying Spending Plans

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This episode was published on July 15, 2025.

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In this episode, fiscal loosening has been a feature across many geographies and is getting an increasing amount of attention from financial markets. In this episode, we look at the similarities and differences in fiscal approaches, and how markets...

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