It's remarkable to me that markets aren't pricing in monetary policy being set to achieve the goals & whims of the President, who has been clear he wants lower rates because he thinks that will save federal interest costs (true until the day infl expectations rise, pushing interest costs up wildly).
Removing Fed autonomy and replacing it with Trump and his Yes-Men is going to be the world economy's 'Demon Core' moment.
The only thing Trump knows about bonds is how to declare bankruptcy
Hasn't he also bought a bunch of bonds himself? So owning all those high interest bonds and then cutting the rates would make those bonds so much more valuable. www.cnbc.com/2025/08/20/t...
well sure, but bonds skyrocketing is like bonds going up 6%
He's trying to pump and dump bonds by illegally manipulating the Fed into cutting rates. Who gives a shit how much money he makes?
I know it's illegal and I know people are gonna make a lot of money off it by knowing what he's trying to do, but I think he's just an idiot and thinks rates go down ecomy go up
First, see Krugman's Wile E Coyote piece. Second, while there would be bad effects, interest costs are not necessarily one of them--they could move all the borrowing to the short end, or have the Fed buy the long end. This is actually a way to fix the debt problem, but the cost is inflation.
yeah, I'm going with Krugman's analysis on this one
And as long as the bid 2 cov ratio indicates demand for T products, the game rolls on. I find it hard to consider dRump really cares about borrowing costs, his family and friends are already stealing as much as they can, and the big bea bill is poison to the debt scale. They don't really care.
How should the market price it? The market is already pricing everything higher bcuz they see the bank vault is wide open for stealing.
Completely detached from any semblance of reality...We are going to see the biggest daily drops for the indexes in the history of humanity...and that will only be the start of The Mother of All Crashes
it's not just all gas no brakes, it's all gas cut the break line hey look at that dead end road and cliff, all gas all gas all gas keep going we're gonna live forever.
Thelma and Louise economics