explicit
inferred
inferred
inferred
explicit
risk assets up
U.S. Treasury
8.0
Government Agency
Scott Bessent 7.0
Government Agency
Scott Bessent 7.0
8/14/2025 7:47:16 AM
dxy
Discussion noted the U.S. dollar weakening against the G10 basket amid expectations of Fed easing and rate cuts.
ndx
Market sentiment driven by bets on Fed rate cuts fueling risk appetite and broadening equity gains, especially in small caps and tech-related indices like Nasdaq 100.
yields
Scott Bessent called for a 150 basis point cut starting with a 50 basis point cut in September, explicitly stating 'We should probably be 150, 175 basis points lower.'
| 8/13/2025 11:25:02 PM | short term down | 5 days later | +0.21% | -0.21% |
| 8/13/2025 4:15:38 PM | short term cautious down | 5 days later | +0.21% | -0.10% |
| 8/13/2025 3:45:12 PM | medium term cautious down | 20 days later | -1.91% | +0.96% |
| 8/13/2025 3:10:28 PM | short term down | 5 days later | +0.21% | -0.21% |
| 8/6/2025 7:18:34 PM | medium term cautious down | 20 days later | -0.14% | +0.07% |
