Charlie Shrem(@CharlieShrem ):Tariffs are not the story! Since Trump took office in Jan 2025, the 10-year yield has dropped from 4.79% to 4.17%. Look how much it’s dropped today! That 0.62% drop may not sound like much—until you realize the U.S. has $36.5 trillion in debt. This is stealth refinancing on a historic scale. Lower yields = trillions in interest savings. More breathing room. Less inflationary pressure. And the market is front-running it. Everyone’s watching tariffs. But this yield curve shift? It’s the real game. Trump isn’t just cutting spending— he’s restructuring America’s balance sheet in real time.

2025.04.03 13:22

Tariffs are not the story! Since Trump took office in Jan 2025, the 10-year yield has dropped from 4.79% to 4.17%. Look how much it’s dropped today! That 0.62% drop may not sound like much—until you realize the U.S. has $36.5 trillion in debt. This is stealth refinancing on a historic scale. Lower yields = trillions in interest savings. More breathing room. Less inflationary pressure. And the market is front-running it. Everyone’s watching tariffs. But this yield curve shift? It’s the real game. Trump isn’t just cutting spending— he’s restructuring America’s balance sheet in real time.