Independent thinking for complex markets and current events
Golden Age story is unraveling under the weight of real household suffering. You notice how nobody admitted inflation was real until it became impossible to hide? Wait, so Trump's "Golden Age" claim on the economy is now being directly contradicted by his own Treasury Secretary? What changed in the last 48 hours? Bessent is sound …
If the money is real, someone else is absorbing the pain quietly. NEW – Trump says that a tariff stimulus check of $2,000 will be paid to "everyone," except rich people. pic.twitter.com/X4ZgeCPIsY — Disclose.tv (@disclosetv) November 9, 2025 TRUMP: “PEOPLE THAT ARE AGAINST TARIFFS ARE FOOLS!” “People that are against Tariffs are FOOLS! We are …
How can trucking collapse 17% and still be called a boom. Freightwaves CEO: Certain portions of the goods economy are collapsing. Year-over-year trucking volumes is down 17%. Industrial sectors, we're down 30% year-over-year, which is Great Financial Crisis levels of concern. pic.twitter.com/0Jooy30xiN — Spencer Hakimian (@SpencerHakimian) November 4, 2025 We are approaching America’s Golden Age …
RIP to bears on Monday Any bears still alive ? Asking for a friend 😬 pic.twitter.com/tG0Z0GBRvK — Adam Khoo (@adamkhootrader) October 26, 2025 More details on the US-China “very successful framework”: Bessent says Trump’s threat of 100% tariffs on China is now off the table China expected to resume “substantial” US soybean purchases Beijing to …
Statement from U.S. Secretary of the Treasury Scott Bessent for the World Bank Development Committee and IMF International Monetary and Financial Committee October 15, 2025 As we convene for this year’s Annual Meetings, the United States looks forward to working closely with partners around the world to confront today’s global economic challenges and secure a …
BESSENT THIS MORNING: – US-CHINA RELATIONSHIP IS GOOD – 100% TARIFFS DOESN’T HAVE TO HAPPEN – WE’LL SEE IF CHINA WANTS TO BE A RELIABLE SUPPLIER FOR RARE EARTHS so now we have JD Vance, Bessent, and Trump all de-escalating the situation within the past 24 hours BESSENT THIS MORNING: – US-CHINA RELATIONSHIP IS GOOD …
https://www.bloomberg.com/news/articles/2025-09-17/bessent-like-fed-governor-made-contradictory-mortgage-pledges US Treasury Secretary Scott Bessent once agreed to occupy two different houses as his “principal residence” at the same time, mortgage documents show — the same kind of contradictory pledges that President Donald Trump has been using to try to oust Federal Reserve Governor Lisa Cook. Bessent’s conflicting agreements obligated him to occupy homes …
Treasury Secretary Scott Bessent on Friday called for a review of the Federal Reserve, arguing that it has strayed from its original core missions by taking on banking regulation. The Federal Reserve was created as the United States’ central banking system in 1913, after a series of financial panics prompted government intervention. It consists of …
“Trillions of dollars is coming in from tariffs.” – Trump https://www.msn.com/en-us/money/markets/trump-says-his-tariffs-collected-trillions-in-revenue-so-far-here-s-the-real-figure/ar-AA1KoVft Yeah. The largest tax hike in American history. Tariff imports are a tax on Americans. Now they’re thinking about taxing exports too. Insane. 🔴 US Treasury Secretary Bessent floats rolling out export tax to more industries – FT. — FinancialJuice (@financialjuice) August 13, 2025 …
This is, without exaggerating, one of the most extraordinary things a US Treasury Secretary ever said. It should be mandatory viewing for all citizens of US “allies”, Europeans first and foremost. What Bessent is saying is that the US will now treat US allies’ wealth as an American “sovereign wealth fund” (his words), “directing” them, …
Bessent acknowledges that tariffs *might* cause inflation for the first time ever. pic.twitter.com/j3SkWXhDQ0 — Spencer Hakimian (@SpencerHakimian) August 7, 2025
Scott Bessent warned that China could face 100% tariffs if it continues buying Russian oil, citing a pending bill that allows secondary duties up to 500%. https://kyivindependent.com/china-should-expect-100-tariffs-for-buying-russian-oil/ “The Chinese take their sovereignty very seriously. We don’t want to impede on their sovereignty, so they’d like to pay a 100% tariff,” Bessent said. https://www.reuters.com/business/energy/bessent-warns-china-russian-oil-purchases-that-could-bring-100-tariffs-2025-07-29/ Trump already …
The Treasury quietly redesigned its bond strategy in plain sight. Scott Bessent said the Treasury has “a big toolkit” to stabilize markets if the Fed refuses to act.https://www.bloomberg.com/news/articles/2025-04-14/bessent-says-treasury-has-big-toolkit-if-needed-for-bond-market He also warned that yields have become too high: “It wouldn’t make sense for the government to ramp up sales of longer‑term securities given where yields are …
The Treasury just lit a fuse under the Fed. On July 21, Treasury Secretary Scott Bessent went on CNBC and did not hold back. He called for a sweeping review of the entire Federal Reserve system. Not just interest rates. Not just monetary policy. The entire institution. His words were blunt. “All these PhDs over …
Treasury Secretary Bessent says he's ready to replace Fed Chair Jerome Powell if President Trump wants him to. pic.twitter.com/jHxpZ34RuB — unusual_whales (@unusual_whales) July 5, 2025
The Trump-Bessent Treasury is not calling it yield curve control, but the structure is already in motion. No formal announcement. No coordination with the Fed. Just a sequence of moves that point in one direction. The long end of the curve is being starved. The short end is being flooded with T-bills. The Fed is …
President Trump is moving fast on trade, fresh off securing a deal with China. His administration is preparing to send letters to trading partners within one to two weeks, informing them of unilateral tariff rates that will be imposed. The message is clear—Washington is setting the terms, and nations can take it or leave it. …
House Ways and Means Committee hearing with U.S. Treasury Secretary Scott Bessent.
Senators are demanding answers on inflation, pressing Federal Reserve officials for clarity on economic data that has shown unexpected volatility in recent months. The latest Consumer Price Index report revealed inflation ticked lower to 2.9%, but economists warn that tariffs and supply chain disruptions could push prices higher again. Scott Bessent is emerging as a …
Jamie Dimon says China ain’t scared of the U.S. Treasury Secretary Scott Bessent says he disagrees pic.twitter.com/I1cxdLrj71 — Barchart (@Barchart) June 2, 2025
US TREASURY SECRETARY BESSENT: – TALKS WITH CHINA ARE A BIT STALLED – BELIEVES MORE TALKS WILL HAPPEN WITH THEM IN NEXT FEW WEEKS pic.twitter.com/Gvdqs8krel — amit (@amitisinvesting) May 29, 2025 Bessent mentioned that progress with China has "stalled" and that talks with Xi and Trump at some point would likely be necessary to move …
Treasury Secretary Scott Bessent says they plan to reduce leverage requirements for banks this summer. Reducing the Supplementary Leverage Ratio (SLR) would allow banks to hold less capital against low-risk assets like Treasuries and reserves pic.twitter.com/fM0e8S6wmL — Financelot (@FinanceLancelot) May 24, 2025
🇺🇸Treasury Secretary Bessent dismisses the US credit rating being downgraded: "I don't put much credence in the Moody's." pic.twitter.com/KwhbDltf4U — Jesse Cohen (@JesseCohenInv) May 18, 2025 BESSENT, AFTER CALL WITH WALMART CEO: WALMART IS GOING TO 'EAT' SOME OF THE TARIFFS $WMT — The_Real_Fly (@The_Real_Fly) May 18, 2025 Bessent Interview Highlights This Morning: -Downplayed the …
An 80% levy would be a significant reduction from the 145% tariff currently facing many Chinese goods. However, that number could still be seen as prohibitive to trade. It is unclear if Trump wants the 80% rate to be the long-term tariff for China, or whether it should be viewed as a step in negotiations. …
Scott Bessent, who is purportedly the lead negotiator of Trump's trade war with China, makes clear on CNBC that there is currently zero communication happening between the administration and Chinese officials pic.twitter.com/sFyOUkiWGR — Aaron Rupar (@atrupar) May 5, 2025 Nasdaq The two scenario progress update. Blue pill or red ? https://t.co/jfVfPhkSne pic.twitter.com/OqLuxINpwJ — The Great …
BESSENT JUST NOW: – AS EARLY AS NEXT WEEK WE COULD SEE TRADE DEALS – I AM HIGHLY CONFIDENT THAT 17 TRADING PARTNERS EXCLUDING CHINA HAVE PRESENTED WITH VERY GOOD TRADE PROPOSALS – WE COULD SEE SUBSTANTIAL PROGRESS ON TRADE WITH CHINA IN COMING WEEKS — amit (@amitisinvesting) May 5, 2025 BESSENT JUST SAID: I …
NOW – Bessent Just Blew the Lid Off 50 Years of American Failure—Trump’s First 100 Days Are About to Change Everything Treasury Secretary Scott Bessent just said the quiet part out loud and it was a direct shot at the political class that ran Washington for the last half-century. “I’m not mad at the tariffs …
🚨 SCOTT BESSENT: The tax bill is moving forward. It will give permanence to the 2017 tax cuts. President Trump is adding things for working Americans – no tax on tips, no tax on overtime, no tax on Social Security, making autopayments deductible. pic.twitter.com/vWhrE7r0Ws — Eric Daugherty (@EricLDaugh) April 29, 2025 Bessent just now: We …
https://twitter.com/rev_cap/status/1916831243775193204 🇺🇸 TREASURY SECRETARY BESSENT JUST SAID: – FIRST TRADE DEAL MIGHT COME AS EARLY AS THIS WEEK OR NEXT WEEK — Evan (@StockMKTNewz) April 28, 2025 Chinese policymakers continue to take a tough stance on extreme US tariffs. Refusing to negotiate, official accounts openly mocking the US, and today publishing a revisit of …
I’m all for a good rally, but where to from here in the medium term? “The Treasury chief told attendees that a comprehensive deal between the two countries could happen in two to three years” “Negotiations with China over such a deal have not started yet, he said.” Given Trump said “China Tariffs won’t be …