Thinking how this week plays out
Stocks open deep red Monday
Treasuries rally, gold and silver continue to sell off
Wouldn’t surprise if $BTC trades down to 68k
By Wednesday, Warsh comes out and says how he doesn’t want a lower balance sheet and that it’s a necessity given the need to ensure ample liquidity (Trump will reassure markets also that Warsh gonna play ball)
Then everything rips to record highs
Basically the Liberation day playbook until Bessent and Trump did a 180 on everything..