The Misdirection Play: Warsh and Bessent's Unspoken Pact to Fund AI Dominance

Capital Flows · Capital Flows · August 03, 2026 at 03:32 · ⏱ 23 min read  | Read on Substack ↗
Summary
{ "trade_ideas": [], "tldr": { "summary": "The article argues that the US-China conflict is fundamentally a war over capital flows: China's engineered surplus forces trillions into US assets, inflating valuations, and the Fed/Treasury under Warsh and Bessent are deliberately channeling that forced liquidity into
Read time 23 min
Length 23,943 chars
Category finance
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