Aurora Macro Strategies

U.S. Chartbook: Paying for the Future

August 4, 2026

USCross-Asset

The U.S. is pulling future demand, investment, and fiscal costs into the present, creating a macro backdrop that looks stronger but increasingly expensive. Aurora uses the chartbook to show where the bill is coming due and what that means for rates, growth, and markets.

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U.S. Chartbook: Paying for the Future