When you can't blame Biden anymore:🚨"TSY Sec #Bessent wants to blame that service station down the road for high gas prices rather than blaming the guy who started an #IllegalWar that caused #oil prices to skyrocket. Joe at the loc gas station didn't start any #war."
-M Jacob

SB: We'll be looking at TSY to keep the retail gas stations honest. 'You did this on the way up, you better be doing this on the way down

SE: That sounds like a warning

SB: I'm sure everybody will be a good actor
#USPol

Agenzia Nova: Hormuz: Bessent, Cina e' "partner globale inaffidabile", bloccheremo loro petroliere

15 apr 04:38 - (Agenzia Nova) - Il segretario al Tesoro degli Stati Uniti, Scott Bessent, ha definito la Cina un "partner globale inaffidabile"... (Was)

Hormuz: Bessent, China is a “reliable global partner,” we will block their oil tankers.

15 Apr 04:38 - (Agenzia Nova) - The US Treasury Secretary, Scott Bennett, has described China as a “unreliable global partner”…

#Hormuz #Bessent #China #AgenziaNova #Treasury #ScottBennett

https://www.agenzianova.com/a/69df015af00f05.11443980/7278303/2026-04-15/hormuz-bessent-cina-e-partner-globale-inaffidabile-bloccheremo-loro-petroliere

The same OIS-CFTC gap that preceded the August 2024 crash is reopening. Speculators added 20,000 yen shorts in a single week — and Ueda's cautious speech just gave them permission to add more.

But Bessent has seen this pattern before. He used to profit from it. Now he's the one trying to prevent it.

The poacher became the gamekeeper. The BOJ meets in 14 days.

https://gyokuro.dev/en/posts/three-numbers-boj/

#BOJ #Yen #GOvernment #Bessent #Japan #Markets #Energy #Nikkei

Hey y'all, remember when I said I wanted to find the time to red-string the whole Jared #Kushner thing?

Kait Justice (is that the best name or what?) has Done The Thing! All the red string you could ever follow.

It's grift all the way down with these people. All. The. Way. Down.

#Epstein #EpsteinClass #ApolloGlobal #Bessent #Gaza #Saudi #sleepingwiththeenemy #israel #Palestine

https://kaitjustice.substack.com/p/the-jared-kushner-investigation-a

Japan's budget passed 7 April. The ceasefire is collapsing — 400+ tankers still anchored in the Gulf. The BOJ meets 28 April with a 58% hike probability.

For the first time since Katayama took office, all three political gates for yen intervention can open at once.

Trigger: 160. Target: 150. Below 145, the cure becomes worse than the disease.

https://gyokuro.dev/en/posts/the-gate-opens/

#Japan #yen #BOJ #intervention #Katayama #Bessent #macro #forcedflow #energy #government

"What #Bessent actually announced
"The 140 million barrels represent #Iranian crude that had been stranded or flowing at steep discounts, primarily to China, under existing sanctions.
"...lifting those restrictions would allow the oil to reach global markets at full price, diverting it away from China and toward U.S. allies including Japan, South Korea, Malaysia, Singapore, and India, according to The Hill."

The Street https://www.yahoo.com/finance/sectors/energy/articles/bessent-makes-stunning-claim-iran-003700228.html
#ClimateCrisis #TrumpRegime #USPolitics

Bessent spent his career reading the mechanical forces that move markets — not predicting direction, but positioning before the machinery fires.

As Treasury Secretary, he's doing the same thing from the other side. Sanctions waivers, buybacks, eSLR reform, rate checks — each one reshapes how markets react to the next shock.

The concept that ties them together comes from options markets. New on Gyokuro:

https://gyokuro.dev/en/posts/gamma-secretary/

#Bessent #Treasury #UST #macro #options #Japan #CFTC #forcedflow