Danny Moses: How Scott Bessent Just Tied the Fed's Hands
About this episode
Danny Nathan and Danny Moses discuss the implications of Treasury Secretary Bessent's comments on the Fed and market dynamics.
Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signaling, yields quickly reverted, and the move effectively constrains Fed Chair Warsh ahead of Jackson Hole and a potential September hike. They connect rising yields, debt/deficits, inflation pressures, dollar/yen dynamics, and Bank of Japan policy to higher market volatility, tighter funding conditions, and renewed interest in gold, while noting capital may favor high-grade corporates over Treasuries. They review Walmart’s earnings beat but same-store-sales miss and valuation-driven selloff as a consumer and defensives litmus test. Looking ahead, they frame Nvidia, Salesforce, and CrowdStrike earnings as key narrative tests for AI demand, software AI strategy, and cybersecurity, and they flag scrutiny around Carvana’s loan sales and potential related-party buyers. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and…
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