'WARNING SHOT': Bessent just put bond vigilantes on notice, Dagen McDowell says

The panel focuses on the outlook for U.S. economic growth alongside rising market yields and oil prices, while highlighting trade dynamics during Treasury Secretary Scott Bessent’s G20 meeting in Asheville, NC. It flags heightened geopolitical risk tied to Iran, including speculation about whether the Iranian economy could collapse in weeks. Overall, the mix of higher yields and oil is a near-term headwind for risk sentiment, though no specific policy numbers were provided.