The David Lin Report · Saturday, September 5, 2026
President Trump issued a threat to end trade with countries that have surpluses if the Federal Reserve does not lower interest rates. This statement coincided with the release of August payroll numbers, which showed 162,000 jobs added, exceeding expectations. Despite Trump's comments, the probability of a Fed rate hike increased from 50% to 60%, suggesting markets focused on economic data over political statements.
“US payrolls rose 162,000 in August, more than expected.”
“Meanwhile, Trump just threatened to end trade with countries with surpluses if the Fed doesn't raise if the Fed doesn't lower rates, rather, soon.”
“He said this, and I'll share it with our next guest and get his reaction.”