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Macro

The macro picture: jobs, unemployment, deficits, debt

The combined portfolio — base program + compacts + Arctic + energy swap — run through the whole economy.

Employment

Fiscal balance during the build

Trajectories to 2040

Two honest notes on households: heat-pump and EV conversions are designed to be cash-positive per household from year one (financed through bill savings), and sustained megaproject demand will raise skilled-trade wages — good for workers, a cost risk for the program, with the robotics vertical and the training pipeline as the pressure valve.

The risk this plan's own success creates: currency appreciation

The response: a sovereign wealth fund, funded the right way

The story behind Norway's sovereign wealth fund | Explained
The Hindu

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