WATCH YOUR BIDS (s2025 e25)

Treasury Scott Bessent signals to the Japanese to start raising, Cudmore and Bianco push back, Porcelli thinks the Fed should cut, Aswath Damadoran thinks this time is different and remembering BRE-X.

Aug 18, 2025

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This week’s included clips

For those who are interested in the specific clips that I have highlighted in the attached podcast, please find them below. Don’t forget that they are all included (along with my commentary) in the actual podcast.

The MacroTourist

WATCH YOUR BIDS (s2025 e25)

Treasury Scott Bessent signals to the Japanese to start raising, Cudmore and Bianco push back, Porcelli thinks the Fed should cut, Aswath Damadoran thinks this time is different and remembering BRE-X.

This week’s included clips

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