Scott Bessent before the Election:
“In the next few years, we are going to have some kind of grand economic reordering. Something equivalent to a new Bretton Woods. There’s a very good chance that happens in the next 4 years and I’d like to be a part of it.” pic.twitter.com/2LDgk4QAoN
— Geiger Capital (@Geiger_Capital) April 3, 2025
Pundits are claiming this to be a ‘self inflected wound’ by Donald Trump and pointing fingers at ‘stock market vigilantes’ (who don’t exist but a nice soundbite). But let’s just be honest with each other that this is what happens when everyone is “all in” at the same time, never…
— David Rosenberg (@EconguyRosie) April 4, 2025
Last 24 hours convinced me people are absolute QE/Tech ponzi ADDICTS. Everyone demands 25% a year returns or else it's a national emergency.
— JPowell's Printer (@4HLDisciple) April 4, 2025
Waking up to these
HY CDS spread
IG CDS spread
10Y
FFZ5Dec 25 Fed funds Future now at 3.175%, 1.16% below FFR or pricing in 4.6 cuts by YE! pic.twitter.com/j4GgiGoHhJ
— Mr. VIX (@yieldsearcher) April 4, 2025
The "World War 3" of Trade Wars Has Begun:
Americans are waking up to the first MAJOR tariff retaliation against President Trump.
China has announced 34% tariffs on ALL US goods with the S&P 500's 2-day losses now at -$3.5 TRILLION.
Here's what just happened.
(a thread) pic.twitter.com/snIbLMV24D
— The Kobeissi Letter (@KobeissiLetter) April 4, 2025
“I’m not a Pro-Trumper at all. But I believe in it. I’m a business owner. I know how it works”
Trump’s Tariffs explained in simple terms! America’s business owners want this!! 🔥👇🏼 pic.twitter.com/iyQPux7w0b
— TONY™ (@TONYxTWO) April 3, 2025
Start with the debt: $9.2T must be refinanced in 2025.
If rolled into 10-yr bonds, every 1 basis point drop in rates saves approx $1B/year; so a 0.5% drop would save $500B over a decade.
Lower yields free up fiscal room—without them, core spending gets crowded out. pic.twitter.com/bdNm7JaycO
— Tanvi Ratna (@tanvi_ratna) April 3, 2025
This is NOT a one day trading event where speculators "Buy The Dip" and we are back off to the races. This has all the hallmarks of a bona-fide STOCK MARKET CRASH. NIKKEI down notably, 10-Year Yield below 4%, Stock Futures are weak: pic.twitter.com/Oby9aABpoz
— Sold At The Top (@soldatthetop) April 4, 2025