OECD has just predicted that US inflation for 2026 will increase to 4.2% from 3.0% originally which is the highest of the G7 countries. Bond yields will increase even further as a result - good luck with Trump’s plan to lower interest rates in that environment.
Is this why Scott Bessant rushed out of that TV interview and came back later, shaken and nervous? Or that Deutsche Bank records regarding his links to Epstein are at risk of being scrutinized?
Not enough watching or reporting the really important reactions from this presidency that affects the entire country and globally but will report every all cap posts, nonsensical speech and executive orders.
Could be on track to bankrupt the country. Trump has a track record of that, does he not?
Exactly what I was thinking! I'm glad I sold all my American investments when trump became president.
A lot of people are rethinking exposure right now.
Not because of headlines… but because the underlying plumbing is starting to shift.
That’s a different kind of warning.
He’s familiar with debt problems…
The difference is this time you can’t just restructure and move on.
When a country’s credibility gets questioned, the bill doesn’t disappear...
it gets more expensive.
OECD has just predicted that US inflation for 2026 will increase to 4.2% from 3.0% originally which is the highest of the G7 countries. Bond yields will increase even further as a result - good luck with Trump’s plan to lower interest rates in that environment.
That’s the trap right there.
Higher inflation → higher yields → higher borrowing costs
You don’t lower rates in that environment… you get dragged the other way.
Is this why Scott Bessant rushed out of that TV interview and came back later, shaken and nervous? Or that Deutsche Bank records regarding his links to Epstein are at risk of being scrutinized?
There’s a lot flying around right now… most of it unverified.
Meanwhile, the bond market is doing something very real and very measurable.
That’s where I keep my eyes.
Not enough watching or reporting the really important reactions from this presidency that affects the entire country and globally but will report every all cap posts, nonsensical speech and executive orders.
Noise gets clicks.
But money moves on signals… not speeches.
And the signals right now are coming from places most outlets barely touch.