Social Security Insolvency Risk by 2032 Drives Defensive Rotation as $1.1T Healthcare Cuts Loom
The One Big Beautiful Bill Act could accelerate Social Security fund depletion to 2032, threatening 33% benefit cuts for recipients. Combined with $1.1 trillion in healthcare spending cuts affecting 11.8 million Americans, the fiscal trajectory is pushing institutional investors toward defensive sectors and inflation hedges as Fed Chair Powell's May 2026 departure adds monetary policy uncertainty.
ViaNews Editorial Team (Markets)•