#Bessent推动数字资产改革与金融外交

Rational Dissent Episode 005. Is Bessent Helping? Available on YT, Spotify, Apple, Overcast, etc. --- Chapters 00:00 - Teaser & Introduction 01:09 - The Treasury's Rough Week 03:13 - Opening the Toolbox: Fed vs. Treasury 08:00 - The TBAC and the Optimal Issuance Mix 11:39 - The Core Issue: Unchecked Inflation 20:43 - Washington's Reluctance to Fix the Deficit 29:12 - Closing Question: Warsh vs. Bessent

Treasury Secretary@SecScottBessentis not just a national treasure but a global one...🇺🇸

The impacts of Treasury buybacks are often overstated/sensationalized, but the signal here is that Bessent = Yellen. *Everyone* who comes into power blinks once they encounter the fiscal train. Doesn't matter what they said before. https://t.co/v1uaXBNj6n

I've been saying "bond traders can stop panicking when the Fed starts panicking." I guess I should have said, "bond traders can stop panicking when Scott Bessent starts panicking." *TREASURY DEPT ANNOUNCES INCREASED SIZES OF LONG-END BUYBACKS *LONG-TERM US YIELDS DROP ON TREASURY PLANS TO BOOST BUYBACKS Three-day tick chart of 30-year yields.

Scott Bessent is warming up the $1 trillion general account at the Treasury to do bond buybacks and you are bearish? Couldn’t be me.

SCOTT BESSENT TO DEPLOY 1 TRILLION USD INTO THE BOND MARKET Bears are so so so cooked

Bessent is giving long end yields the Streisand effect so much right now.

Incredible. Bessent is so good.

🐋 WHALE WATCH :Bessent held back zero punches on Warrens FX letter. She knows even less about foreign exchange markets than she does about banking. Preventing Japan the largest foreign holder of U.S. debt from dumping Treasuries to defend the yen protects U.S. yields from spiking. Its basic macro stability not a bailout.