 Small Steps Toward A Much Better World 30-year yields down 25bps since the House passed One Big Beautiful Bill.
It’s weird to me how this isn’t the consensus view. And OBBB + tariffs is tighter net fiscal policy than we would’ve gotten with Kamala plus a GOP Senate.
Both from X, here and here. The “relative to the counterfactual” is a critical point here, still this perspective is somewhat neglected, especially now with the whole big popcorn scramble thing and the feud.
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