Wall Street's Blind Spot: Why Most Analysts Miss the Budget Deficit Story with Jay Hatfield
Lead-Lag Live - En podcast af Michael A. Gayed, CFA

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The financial world is plagued by misconceptions about the budget deficit, with both political parties incentivized to make our fiscal situation appear worse than reality. Diving into the actual numbers reveals a fundamentally different picture than what dominates headlines. Examining Congressional Budget Office projections shows they completely omit approximately $300 billion in annual tariff revenue. When properly accounted for, next year's projected deficit falls to roughly $1.4 trillion ...