The (https://www.cnbc.com/2026/08/12/us-budget-deficit-surged-in-july-to-highest-level-since-march-2021.html) — $1.8 trillion annualized through 10 months of the fiscal year. Here's the forensic accounting story nobody's discussing: mega-cap banks have been running a stealth arbitrage all year. Higher rates forced the Fed to pause rate cuts, which meant extended duration risk on Treasury holdings.

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