ZeroHedge:
To summarize: what the unexpected surge in government spending means is that quietly and mostly behind the scenes, the student debt bubble has begun to burst, and the Treasury is "provisioning" for it in real time, with all US taxpayers once again on the hook.
http://www.zerohedge.com/news/2017-07-13/shocking-reason-why-us-just-spent-record-429-billion-june