[Bessent's bond gambit](https://www.cnbc.com/2026/08/21/bessents-bond-gambit-aimed-at-calming-markets-is-instead-stirring-inflation-worries-.html) was supposed to signal fiscal discipline. Instead, breakeven rates are hitting 2-month highs and the market is rotating INTO hard assets — a classic sign of confidence erosion in fiat. What nobody is saying: banks sitting on compressed deposit margins face structural headwinds when long-end yields reprice higher.

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