@axek

Happy to see someone's actually thinking before talking politics. Thank you. I agree with your take. I would also like to contribute here. According to the graph, whats happening right now is that Trumps administration and Scott Bessent in particular are sticking to a strategy that means less 10year bonds yield, which ultimately means cheper opportunity for refinancing national debt. Yes it kinda looks like "burning own house to get warm" but its a strategy for saving the economy and right now it works. Also the fact that dollar weakens a bit during Trumps administration is aligned with the strategy despite the fact many "experts" chanted "stronger dollar" prior to his inauguration. Weaker dollar stimulates american exports and lowers the import to the US. It's all clear if you look without bias.

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