$39.9T RECORD DEBT

US Sovereign Debt Composition & Interest Shock Workbench

Macro Scenario Presets

Current baseline pricing with roll-over yields benchmarked at 4.25% 10Y equivalent.

Refinance & Rate Shocks +0 bps
New Refinancing Yield (10Y Equiv.) 4.25%

Marginal auction yield for replacement debt

Short-Term T-Bill Rate 4.50%

Yield for 4w-52w debt rolled continuously

Macroeconomic Trajectory
Annual Primary Deficit $1.65 T

Non-interest net borrowing per fiscal year

Nominal GDP Growth 4.1%

Real GDP + Inflation expansion rate

Federal Receipts / GDP Ratio 17.5%

Historical revenue baseline vs GDP ($29.6T baseline)

Annual Gross Interest Service
$1,336.7 B
Baseline 3.35% weighted coupon
Next 12M Refinance Cliff
$8.58 T
27.0% of marketable debt maturing
Post-Roll Weighted Rate
3.56%
+21 bps shift across portfolio
Interest % of Fed Revenue
25.8%
Tax revenue absorbed by debt service
Gross Debt Composition Breakdown ($39.9T Total)
Marketable ($31.8T) vs Intragovernmental ($8.1T) tranches
Maturity Rollover Schedule & Refinance Cliff
Principal maturing annually requiring reissue at prevailing yields
10-Year Annual Interest Outlay Trajectory ($ Billions)
Simulated path under current refinance rate vs baseline rate environment
Debt Structure Audit & Duration Profile Total Gross Debt: $39.90 Trillion
Tranche Category Type Outstanding Share Avg Maturity Baseline Coupon Projected Coupon (Post-Roll) Est. Annual Service
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