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Why You Can’t Control Interest Rates—No Matter Who’s in Charge
Published 8 months, 3 weeks ago
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LISTEN and SUBSCRIBE on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
Presidents don’t set interest rates. Markets do.
In this segment, Chris explains why trying to “force” low interest rates—whether by the Fed, the White House, or political pressure—is an exercise in futility. From Trump’s Davos comments to Fed rate cuts that didn’t lower long-term borrowing costs, the bond market keeps delivering the same message.
The Fed cut rates by 175 basis points since September 2024—yet 30-year Treasury yields jumped from under 4% to nearly 5%. Mortgage bond purchases? Temporary blips, then right back up.
The bond vigilantes are real, and they don’t care about speeches or spin.
If you want lower rates, there’s only one answer: get fiscal discipline under control—balance the budget and pay down debt. Everything else is noise.
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
Presidents don’t set interest rates. Markets do.
In this segment, Chris explains why trying to “force” low interest rates—whether by the Fed, the White House, or political pressure—is an exercise in futility. From Trump’s Davos comments to Fed rate cuts that didn’t lower long-term borrowing costs, the bond market keeps delivering the same message.
The Fed cut rates by 175 basis points since September 2024—yet 30-year Treasury yields jumped from under 4% to nearly 5%. Mortgage bond purchases? Temporary blips, then right back up.
The bond vigilantes are real, and they don’t care about speeches or spin.
If you want lower rates, there’s only one answer: get fiscal discipline under control—balance the budget and pay down debt. Everything else is noise.