Treasury Secretary Bessent just tied the Fed's hands, saying they must cut if inflation metrics keep softening. It’s a very public nudge toward a more aggressive easing cycle.
Your portfolio needs to be ready for what Bessent is selling. Don't get caught flat-footed waiting for the Fed's slow-walk.
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This is a HUGE signal.
Treasury Secretary Bessent just tied the Fed's hands, saying they must cut if inflation metrics keep softening. It’s a very public nudge toward a more aggressive easing cycle.
Your portfolio needs to be ready for what Bessent is selling. Don't get caught flat-footed waiting for the Fed's slow-walk.
#EconomicOutlook #Bonds #ScottBessent