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I’m sure Trump announcing that he’s considering defaulting on the debt and the 10Y up to its yield from last Monday is all part of the plan too.

Acting like investors won’t reprice treasures as “not the risk free rate” if it’s being transparently manipulated by the government is bad analysis.

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I'm not making any attempt at analysis, just casual speculation as to the reasoning behind other peoples' actions. You're mistaking my guess-work of others' analysis for my own.

My key point is the people involved aren’t doing analysis. They are NPCs just like the worst ideologues on the left; it’s just that their brain worms are that goods trade deficits are bad and some sort of theft. You’re coming to wrong theories about what their intent is because you’re assuming they’re reasoning.

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