This Is What Capitulation Feels Like | Weekly Roundup

This Is What Capitulation Feels Like | Weekly...

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Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup

The macro establishment is turning on itself as Stan Druckenmiller challenges Scott Bessent’s efforts to suppress long-term Treasury yields. This week, we unpack the Druck-Bessent clash and what it reveals about fiscal policy, Fed independence, and market intervention. We also pr ...  Show more

Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup

Treasury is quietly taking control of financial conditions and the market implications could trigger a new wave in the debasement trade. This week, Felix and Quinn unpack Treasury’s accelerating intervention in long-term yields and why it could reignite the rotation into hard ass ...  Show more

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