Thoughtful Money with Adam Taggart · Thursday, August 27, 2026
Michael Every suggests a connection between fluctuations in the US 10-year Treasury yield and statements from political figures regarding a potential deal with Iran. He posits that the Treasury's actions to manage the yield curve are a strategic move to assert autonomy in foreign policy decisions, especially concerning Iran.
“But in the interim, let's consider this too, that I have seen regular commentary from people who are loosely connecting what's been happening in Iran with financial markets saying, have you noticed every time the US 10 year gets to a certain threshold, Trump comes out and says there's a deal looming?”
“But we are also pressuring the other countries of the world out there, saying, if you continue to do business with Iran, you're going to get slapped by us.”