Sean Ring—my longtime colleague, friend, and espresso-fueled macro sleuth—was already wide awake in Italy, watching markets move before dawn. He caught it first. While most were snoozing, Sean was sipping a double shot and sounding the alarm.
Sean spotted it first: From Italy, he saw past the panic and into the power play—Trump’s tariffs are engineered for economic reset, not just retaliation.
Bessent’s masterstroke: Slow growth, lower rates, refinance the national debt, and corner the Fed—all without lifting a finger at Powell.
Winners think long-term: This is your cue to shift toward real assets, American producers, and yield-sensitive plays—before the crowd catches on.
A universal 10% tariff. Everything imported into the U.S. gets hit. Harder hits follow: 49% on Cambodia. 54% on China.
The market reacted like a frightened child. S&P down. Nasdaq down. Small caps down harder.
But something else happened. Something smarter.
The 10-year Treasury yield dropped. Fast. That’s not panic. That’s precision. That’s the sound of capital running to safety—and of interest rates getting ready to fall.
Sean Called It
Sean’s no stranger to global shocks. Living in Italy, he’s got distance. And clarity. He saw past the headlines and straight into the mechanics.
This isn’t about trade. It’s about leverage.
Trump’s not tweaking policy. He’s flipping the whole board. No more soft talk. No more lopsided deals. The U.S. has been the global free lunch. Now we’re sending the check.
China’s been charging 20%, 30%, even 100% in some cases. The EU? Not far behind. India? Brutal. Meanwhile, we’ve let it all slide with single-digit tariffs and open doors.
That ends now.
Scott Bessent’s Quiet Coup
Behind the scenes, Trump’s economic consigliere, Scott Bessent, is playing a longer game.
He wants to lower yields without stoking inflation. Why? Because $7 trillion in U.S. debt has to be refinanced this year.
Yellen blew it—issued short-term debt when rates were near zero. Now it’s Bessent’s job to fix it.
So he’s using trade policy to trigger economic friction. Friction slows growth. Slower growth means lower rates. And lower rates mean America can keep the lights on.
Genius? Maybe. Risky? Definitely. But if it works, we get lower borrowing costs and an economic reset that favors U.S. production.
Winners and Losers
If you’re invested in China-heavy stocks or globalist supply chains? Buckle up.
If you’re holding real assets—gold, Bitcoin, oil, farmland—you’re ahead of the curve.
Domestic manufacturing will rise. U.S. commodity producers gain leverage. Multinationals take the hit.
And the Fed? It’s no longer in charge. This is fiscal dominance now. Treasury yields matter more than rate cuts. Scott Bessent knows it. Trump knows it. Sean spotted it.
The Reset Is Real
This isn’t a blip. It’s a tectonic shift.
“Liberation Day” isn’t just about tariffs. It’s about sovereignty. It’s about building at home again. It’s about real work. Real value. Real independence.
Sean Ring saw the tremors before sunrise. And now you’re seeing the fault lines too.
Prepare accordingly.
Chris Carroll
Publisher, Freedom Financial News
P.S. Below is an important message from Paradigm Press
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We recently caught up with Rickards to get the full story.
If he’s correct, some investors will see a windfall – starting as soon as May 3rd.
To watch this fascinating interview, free of charge, click here.
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