Group 1 - The current political climate is marked by tensions regarding potential government layoffs, with conflicting narratives from the White House and Republican leaders [1][2][3] - There is skepticism about the actual implementation of mass firings, as historical procedures and reforms limit unilateral actions by the government [4][5] - The Supreme Court's upcoming decision on tariffs could significantly impact the current tariff regime, which has been challenged for exceeding presidential authority [8][9] Group 2 - The government's deficit spending is projected to reach $1.7 trillion, approximately 6% of GDP, raising concerns about sustainability [11] - Tariffs are expected to generate $300 billion in revenue by 2026, but their enforceability remains uncertain, complicating budget forecasts [12][13] - The bond market is showing signs of nervousness regarding government fiscal policies, particularly in light of unsustainable deficit levels [13]