Samantha LaDuc(@SamanthaLaDuc):How much of today’s Treasury announcement is Bessent just bailing Warsh out ahead of Jackson Hole? 🤔 Seems Bessent rather manipulate USD lower - as ROW chases AI trade in USD which is negative equities if money goes home - versus pressure Private Credit with rising yields! 🤨

2026.08.19 22:23

How much of today’s Treasury announcement is Bessent just bailing Warsh out ahead of Jackson Hole? 🤔 Seems Bessent rather manipulate USD lower - as ROW chases AI trade in USD which is negative equities if money goes home - versus pressure Private Credit with rising yields! 🤨

*Walter Bloomberg@DeItaone

2026.08.03 17:36

CITADEL WARNS FED MESSAGING IS HURTING CREDIBILITY Citadel Securities said Fed Chair Kevin Warsh's policy framework is creating uncertainty by pledging to curb inflation without clearly explaining how. The firm warned that relying on higher market yields to tighten financial conditions risks a negative feedback loop, where delayed rate hikes fuel higher inflation expectations and push long-term Treasury yields even higher. Citadel said the recent selloff in Treasuries reflects growing doubts about the Fed's policy credibility.