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![DanielCuts Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::102304867.png) danny [@DanielCuts](/creator/twitter/DanielCuts) on x XXX followers
Created: 2025-07-24 06:06:21 UTC

Thinking about the $7trillion of US debt that needs to be refinanced this year, I think your thesis of a 3rd crisis in August could happen.

The 2025 fiscal year for the US ends on Sept 30th, so a crisis must happen as an excuse for the Federal Reserve to cut rates (300 bps?) low enough for Trump to refinance the debt.

Only then will a flood of new liquidity gush in, and we get our run starting Sept/Oct.

What do you think about this turn of events?


XX engagements

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**Related Topics**
[flood](/topic/flood)
[donald trump](/topic/donald-trump)
[rates](/topic/rates)
[federal reserve](/topic/federal-reserve)
[debt](/topic/debt)
[united states debt](/topic/united-states-debt)
[$7trillion](/topic/$7trillion)

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