US warning from 42 foreign institutions: critical forecasts for the budget deficit and the dollar

Forty-two foreign financial institutions have updated their US economic forecasts following the presidential election, flagging the budget deficit and dollar trajectory as key risks. Allianz's deficit projection and Goldman Sachs's warning over data-center investment stood out among the analyses, which also covered AI spending and interest-rate policy. The collective scrutiny matters because foreign institutions hold a large share of US debt and their views can influence capital flows and borrowing costs. Investors will watch the incoming administration's fiscal plans and upcoming deficit and inflation data for confirmation of these forecasts.