Bond Chaos, Deal Mania and Dimon: Inside Trump’s Tariff Reversal

April 9, 2025, 11:02 PM UTC

As Donald Trump’s sweeping “reciprocal” tariffs took effect just after midnight on Wednesday, the president was watching the bond market.

Long-term yields were soaring. The 10-year Treasury saw the biggest three-day jump since 2001. The president was confronting a worst-case scenario: voters who had returned him to the White House because of inflation now faced both increased prices and higher borrowing costs.

“People were getting a little queasy,” Trump allowed.

WATCH: Was a 90-day pause always part of the plan? Bloomberg’s Jordan Fabian discusses President Trump’s policy u-turn. Source: Bloomberg

The president had for days been debating whether to fully push ahead with the tariff program, which resulted from a frenetic meeting with ...

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