2026-01-17 11:47:25

Over a quarter of US government debt—26% to be exact—hits maturity by 2027. That's a ticking clock.

The Treasury faces a liquidity squeeze. Banks are sitting on dried-up reserves. The Federal Reserve is boxed in: hike rates further and risk a debt spiral, or pivot toward stimulus.

Historically, when the system dries up like this, there's only one playbook—inject liquidity. Rate cuts are coming. Quantitative easing is coming. The market hasn't fully priced this in yet.

What matters for traders: this pivot could happen faster than consensus expects. Positioning ahead of policy shifts is where the real edge lies.

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ContractTester

· 7h ago

Wait, 26% of debt matures in 2027? This pace is a bit tight. The Federal Reserve will definitely have to loosen policy then... People entering the market now might really be able to reap this wave of benefits.

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ser_ngmi

· 7h ago

The debt explosion in 2027, the Federal Reserve can only print money. Those who preemptively laid the trap are really going to laugh to death.

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StableGeniusDegen

· 7h ago

It's already 2027, and you still haven't realized? The Federal Reserve probably won't admit defeat until they've squeezed every last bit of profit...

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PanicSeller

· 7h ago

Damn, the Federal Reserve is about to loosen monetary policy again, and this time it's going bigger... --- 26% of debt matures in 2027, the Fed is really backed into a corner --- I've seen through it long ago, QE is definitely coming, the only question is when --- Smart money has already been fishing in the safe zone, retail investors are still debating when the rate cuts will happen... --- The liquidity drought routine, the Fed has played this game a hundred times --- The market underestimates the speed of this policy shift, really --- Debt spiral vs. liquidity-driven inflation, the Federal Reserve is faced with a binary choice --- It looks like the 2020 script will be replayed, I'm just washing my hands and waiting --- Bank reserves are drying up, in simple terms, the system is about to collapse, and infusion of liquidity is unavoidable

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MetaverseLandlady

· 7h ago

26% debt matures in 2027, this is no joke. The Federal Reserve has been backed into a corner and must loosen monetary policy; it's only a matter of time...

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CoconutWaterBoy

· 7h ago

Honestly, the Fed still has to loosen monetary policy in the end, there's no other way out... The market's reaction is a bit slow.

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DaisyUnicorn

· 7h ago

The old trick of liquidity drying up is nothing more than flooding the market. The market response is always a beat behind, and this time it might be even faster.

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