Housekeeping: Good afternoon. 1
Key Moments:
0:00- Welcome/ intro
6:30- Why Trump’s Plan under pressure now: Bonds, Tariffs, Polling
16:30- Report Starts
28:58- Main Discussion- see Report Main Ideas
43:28- Gold Commentary
Hartnett: US Exceptionalism to US Repudiation
“Both bond market and electoral base now pressing for US trade policy reversal”
-Michael Hartnett
Report Main Ideas:
He’s Bearish: Short stocks, long 2YR Bonds until sees improvment in UST leading to Fed cuts
Gives very specific ideas for before/after Fed cut
Thinks for now 4X00 is a recessionary low safe to buy.. clients think lower!
Stated here before: we believed he was short stocks, long gold and long 10YR Bonds was his position. Now believe he’s...>>>> 2
