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

Der Seeheimer Kreis (SPD-Wirtschaftsflügel) empfiehlt Streichung der Mehrwertsteuer auf gesunde Lebensmittel

Und wer sorgt dafür dass die Geschäfte die gesunkene Steuer nicht einfach behalten? Wie es jedesmal passiert wenn Steuern sinken. Wie das z. B. bei den Restaurants passiert ist, da ist auch nichts beim Kunden angekommen, im Gegenteil, Preise wurden noch erhöht.

https://www.deutschlandfunk.de/spd-wirtschaftsfluegel-empfiehlt-streichung-der-mehrwertsteuer-auf-gesunde-lebensmittel-102.html

#MwSt #USt #Mehrwertsteuer #SPD #Steuern

Playing at home makes #UST win over FEU 'special' -
https://kensbookinfo.blogspot.com/p/etc.html#Philippines

#Immigration policies, war, dictatorial rule denounced -
https://kensbookinfo.blogspot.com/p/world-capitals.html#PortAuPrince

12 #Interesting Facts You Probably Didn't Know About -
https://kensbookinfo.blogspot.com/p/infotech.html#85

#Qatari news channel #AI Araby condemns attack on its -
https://kensbookinfo.blogspot.com/p/world-capitals.html#Paris

The unexpected power of a Fire #Horse journey in San -
https://kensbookinfo.blogspot.com/p/etc.html#Mexico

View all World Country news https://kensbookinfo.blogspot.com/2026/03/latest-news-from-countries-of-world.html

Russia can’t escape this disaster
by #CaolanRobertson
42:30

https://www.youtube.com/watch?v=-fyd-Vuw-Po

Oil prices have been rising because of the war in Iran, but Ukraine hit Russian infrastructure that allows oil to leave the country with serious disruption after strikes hit key Baltic export ports like #Primorsk and #Ust-Luga

🇮🇪 🇪🇺 🇺🇦
Caolan Robertson is a full-time Irish journalist based in #Kyiv. For 3 years, he's reported from the front lines of the east & south of #Ukraine

#russia
#Ukrainerussiawar
#NAFO

RaiNews: Immagini satellitari mostrano il fumo che si alza dal porto russo di Ust-Luga dopo l'attacco ucraino

Ulteriori immagini nel vicino infrarosso, diffuse da Vantor il 27 marzo, mostravano incendi nelle petroliere del porto

Satellite images show smoke rising from the Russian port of Ust-Luga after the Ukrainian attack.

Further images in infrared, disseminated by Vantor on March 27th, showed fires on the tankers in the port.

#Russian #Ust-Luga #Ukrainian

https://www.rainews.it/video/2026/03/immagini-satellitari-mostrano-fumo-che-si-alza-dal-porto-russo-di-ust-luga-dopo-lattacco-ucraino-gli-scatti-dallalto-5886d6c2-9f8c-400f-8669-68cd1f3df18b.html

Mehrwertsteuer für Gastronomen senken damit sie sich das Geld in die eigene Tasche stecken und dann ein halbes Jahr drauf für alle um 2% erhöhen.

Diese Bundesregierung verarscht uns nach Strich und Faden, damit Reiche reicher werden und Arme arm bleiben.

#mehrwertsteuer #mwst #ust #Lügenkanzler

The carry spread is at the 10th percentile. Bessent's alarm is statistical. Katayama's is political. Between them sits exactly one carry unwind.

Includes reverse-engineered 6-sigma methodology from actual JGB/UST data.

https://gyokuro.dev/en/posts/lifeguard-who-cannot-swim-back/

#CarryTrade #JPY #UST #JGB #Bessent #BOJ #MOF