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Scott Bessent arguing that the Trump Admin wants a lower 10-year...not more Fed cuts.
Simplistically, though, the 10-yr is short rates + future Fed expectations + term premium*
We can see this in the consistent relationship between the 10yr and SOFR implied terminal rate.
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Treasury Secretary Scott Bessent explains the administration’s new tariffs, and why we had to do something to stop the slide.
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Treasury Secretary Scott Bessent explains the administration’s new tariffs, and why we had to do something to stop the slide.
(0:00) Trump’s Tariff Plan
(5:42) The Current State of the Stock Market
(8:22) Will Americans See Substantial Tax Cuts Because of Tariffs?
(13:16) How
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