US Treasury Secretary Bessent says that there is very little a democratic congress can do to stop agenda, speaking on 2WAY TV; US bond market has performed well and bond auctions have been strong recently

Bond Market and Debt: Seeing inflow to US bonds due to problems elsewhere. Don't see any spillover from France. Things going well, despite temporary energy price spike. Need to grow its way out of debt. Need to get spending under control. Iran and Energy: Getting to the other side of an energy shock. Iran's economy will go non-linear at a point. Panic is starting to set in in Iran. Housing: May make a deal with ownership of Fannie and Freddie next year. Rates are up due to the energy shock and housing has slowed. Mortgage rates will come down. Trade: Are all hands on deck to free the US from dependency on Chinese critical minerals. Would be devastating if the US lost the chip supply from Taiwan. Have a generational opportunity in Latam. Future: Not seeking another job, here for duration.