The wisdom of Conor Sen

marginalrevolution.com/marginalrevolution/2025/06/the-wisdom-of-conor-sen-2.html

30-year yields down 25bps since the House passed One Big Beautiful Bill.
It’s weird to me how this isn’t the consensus view. And OBBB + tariffs is tighter net fiscal policy than we would’ve gotten with Kamala plus a GOP Senate.
Both from X, here and here. The “relative to the…

This story appeared on marginalrevolution.com, 2025-06-05 20:15:09.
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