macro

Guns, Butter & AI: Bessent's Bond Battle Raises Risk For Stocks, Dollar - Investor's Business Daily

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DW NOTE

Bessent's facing the oldest budget trap in modern history: a $1.4 trillion deficit, 3.4% inflation, and equity markets priced for peace that hasn't arrived. The Strait of Hormuz is still closed, oil supply down 10 million barrels a day since March, and the S&P just hit 7,668—up 19.5% while the Fed hints at rate hikes. Bond yields will solve this equation whether Treasury wants them to or not.

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Kuwait’s crude oil exports have rebounded to about 1 million barrels per day (bpd), recovering to two-thirds of the 1.6 million bpd shipped through the Strait of Hormuz before the Iran war, according to a senior official at state-owned Kuwait Petroleum Corporation (KPC). Kuwait has managed to ramp u

Guns, Butter & AI: Bessent's Bond Battle Raises Risk For Stocks, Dollar - Investor's Business Daily

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