Deficit Dilemma: Inflation and Sectoral Shifts in a New Administration

The DOGE (Department of Governmental Efficiency) Committee faces significant challenges in addressing the $2 trillion deficit, with most expenditures politically untouchable.
Inflation is expected to rise by 2025, driven by persistent deficit spending and nominal GDP growth.
Gold $Gold - main 2502(GCmain)$ remains a strong long-term hedge despite recent sell-offs, with equities favored over bonds during inflation.
Natural gas may see growth due to rising electricity demand, while crude oil demand remains stagnant.
Healthcare reform faces resistance due to lobbying, despite inefficiencies driving up costs significantly.
Subsidies for green energy and electric vehicles may decrease as deficit concerns take priority.

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KSR
11-28
KSR
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