September Hike? Trump, Bessent and Warsh Have a Bigger Plan

<p>MEMBERSHIPS</p><p>Become a premium member on YouTube and Spotify for early access and bonus content. Join now!</p><p><br></p><p>DISCUSSION </p><p>💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk</p><p><br></p><p>EPISODE</p><p>In this episode, Pascal Hügli discusses the current macroeconomic landscape, including the Fed&#39;s rate hike prospects, the implications of rising long-term yields, and the ongoing debasement trade involving gold and Bitcoin. He connects these themes to the US&#39;s grand plan regarding China and the AI investment cycle, providing a comprehensive view of the financial regime shift.</p><p>SUPPORT</p><p>⚡️LNMS on Lightning: lnms@ln.mtpelerin.com</p><p>₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p</p><p>Stripe: https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00</p><p>Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.</p><p><br></p><p>LINKS </p><p>📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/</p><p>🎧 LNMS on Apple: https://tinyurl.com/4apksnyn</p><p>🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku</p><p>🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw</p><p>🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p</p><p>🌐 LNMS Website: https://www.lessnoise-moresignal.com/</p><p>📖 Bitcoin Book: https://www.amazon.de/dp/1967693013</p><p>🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn</p><p><br></p><p>SOCIALS</p><p>Follow on X👉 https://x.com/pahueg</p><p>Follow on Nostr 👉 https://primal.net/pascal</p><p>Follow on LinkedIn 👉 / pascal-huegli </p><p><br></p><p>CHAPTERS</p><p>00:00 Welcome, weekend plans, and AI updates</p><p>02:32 Will the Fed hike rates in September?</p><p>03:28 Warsh’s hawkish rhetoric and the Taylor Rule</p><p>05:17 Oil prices and renewed inflation concerns</p><p>07:10 Christopher Waller’s economic outlook</p><p>08:33 What core PCE could mean for the Fed</p><p>09:32 Key September inflation data to watch</p><p>10:31 Why rising long-term yields matter</p><p>11:29 US broader grand macro strategy</p><p>12:24 Weakening the dollar to counter China</p><p>14:42 Why are long-term yields rising?</p><p>16:31 Term premiums, Treasury issuance, and debt concerns</p><p>19:21 The AI investment cycle and economic growth</p><p>21:29 The main drivers behind higher yields</p><p>22:24 Are rising yields a threat to equities?</p><p>24:13 Gold, Bitcoin, and the debasement trade</p><p>25:12 Why Bitcoin may be emerging from its bear market</p><p>26:10 Is the Bitcoin bull market beginning?</p><p>27:33 Is debasement a trade or a new regime?</p><p>28:03 Currency debasement throughout history</p><p>29:49 Debt, AI spending, and the modern debasement cycle</p><p>32:10 Why liquidity creation is becoming essential</p><p>33:57 Why Bitcoin may be the biggest AI trade</p><p>35:19 Bessent’s role in managing liquidity</p><p>36:17 Treasury buybacks, the TGA, and short-term debt issuance</p><p>37:45 FX stability, the carry trade, and additional liquidity</p><p>38:10 How inflation helped reduce the debt burden historically</p><p>39:32 Forward guidance moves from the Fed to the Treasury</p><p>40:30 Final takeaways and what to watch next</p><p><br></p><p>Disclaimer</p><p>The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in B