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Tom Lee basically co-signing the thesis below: "I think the White House wants the Fed to get off neutral and I think its increasingly looking like the Fed is behind." The White House wants lower bond yields to refinance debt at cheaper rates & based on Trump's comments on... show more

amit

599,281 subscribers

769,348 просмотров • 1 год назад •via X (Twitter)

Образование Финансы Новости и политика

Anya Rossi• Live Now

Private livecam show

Комментарии: 9

Фото профиля Noble Investing

Noble Investing1 год назад

What if I told you Scott Bessent actually did an interview 8 months ago outlining this plan…

Фото профиля Thexercisedude

Thexercisedude1 год назад

Make Our FLEXes Great Again... 💪

Фото профиля Suman Poudel

Suman Poudel1 год назад

Fed will cut the rate on March

Фото профиля nick rohrer

nick rohrer1 год назад

@jam_croissant said this 6 weeks ago.

Фото профиля Vekay

Vekay1 год назад

Conclusion: Refinancing $7 trillion at 2% instead of 4.5% would save the U.S. government approximately $175 billion per year in interest costs. This aligns with the X posts’ thesis that lowering bond yields and Fed rates could significantly reduce the cost of managing the national debt, particularly the $7 trillion maturing in 2025.

Фото профиля Raj ▲

Raj ▲1 год назад

Can't build with high interest. Commercial real estate has been crushed

Фото профиля Purchasing Power

Purchasing Power1 год назад

I’m sorry but 4.3% yield on the 10 year in not pricing in recession. It definitely started to take away the inflation premium but recession is not priced into a 4.3% yield.

Фото профиля SK Invests

SK Invests1 год назад

So, our dear leader wanted to people to loose a few trillion dollars in stocks value to save a few billions to government… is my understanding right? That sounds idiotic to me, people would have paid more with taxes on their profits; just like Amit did this year on his profits.

Фото профиля Nick Marquet

Nick Marquet1 год назад

Makes complete sense. Those with cash to buy here should nibble down. These are the periods where the strong can make life changing gains.

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amit

507,443 просмотров • 1 год назад

When Treasury starts buying its own bonds, the Fed stops being the story "What the Fed does is effectively irrelevant right now. This is clearly a step towards fiscal dominance, to have these bond buybacks. But the Fed needs to cut rates, if you believe that the bond market would actually believe it" "Remember, when Powell cut rates, yields went up. So it didn't have exactly the desired effect. But if you believe it would operate the way it should, they cut rates, they can refinance some of this debt that's coming due, not go from paying 2% or 3% to paying 4% or 5%, and try to bring down the debt service" "Right now the debt service is the largest line item on our budget sheet, and it is only growing rapidly" "That's why we Bitcoin. This is absurd. It's a completely broken system that we are living within, and good luck trying to fix it"

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