Bessent

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The World's Headache: Bond Yields

16 Sep 2026 4 minute read 0 comments Perfectionist25 $0.24

A rare tectonic shift is underway in the bond markets—the invisible backbone of the financial world. The rising yields flashing green on trading screens do not signal a typical market rally; rather, they indicate that bond prices are plummeting and b...

Warsh vs. Trump/Bessent: The Battle Over Inflation, Rates, and Global Markets

7 Sep 2026 2 minute read 0 comments Perfectionist25 $0.17

The US administration is trying to ease pressure on the Fed by using oil, bonds, and the dollar. But Warsh seems to be making things more difficult. Or perhaps he's doing so to project an image of independence. Following Kevin Warsh's Jackson Hole sp...

My Thoughts on Current Markets-289

31 Mar 2026 6 minute read 1 comment Perfectionist25 $0.15

I'm feeling something different than everyone else right now, and I wanted to write it down because it feels better to let it out and share it with you rather than keeping it in my head. Why am I constantly analyzing this? I'll try to explain the gen...

Is the US-China Trade War Really Over?

28 Oct 2025 4 minute read 0 comments Perfectionist25 $0.18

This weekend, world markets took a breather. Washington and Beijing are preparing to end their years-long trade war. Or at least, let's call it a brief respite. President Donald Trump and Chinese leader Xi Jinping will announce a series of agreements...

Critical Minerals Diplomacy

11 Jun 2025 3 minute read 0 comments Perfectionist25 $0.46

The tariff talks between the US and China, which have raised concerns about global trade being squeezed, are ongoing. High-level trade talks in London are continuing with the rare earths agenda. Treasury Secretary Scott Bessent, Commerce Secretary Ho...

Trump Put, Bessent Put in, Powell Put out

28 Mar 2025 3 minute read 0 comments Perfectionist25 $0.24

Do you remember? There used to be a saying called ‘Powell Put’ or ‘Fed Put’. What did it mean? As those who know options can immediately understand, we can think of it as a precaution against decline. In other words, whenever the indexes in the US we...