Friday, November 15, 2024

Front-Runners For Trump’s Treasury Secretary


Two Prominent Supporters of Trump’s (R) Campaign, have emerged as the Front-Runners to Lead the Treasury Department during His Second Administration. Trump has reportedly narrowed His List to Scott Bessent, Founder of Key Square Group, and Howard Lutnick, Chair and CEO of Cantor Fitzgerald.

Both spent Millions to Reelect Trump, have played Key Roles in His Campaign and Transition, and are on the cusp of One of the most Powerful positions in Washington. Whomever Trump picks will take Leading Roles in His Fight to cement His 2017 Tax Law, impose Aggressive New Tariffs and Run Point on a Major Shift in Economic Policy.

Scott Bessent - Served as an Economic Adviser on the Trump Campaign, is a Hedge Fund Manager who frequently appeared on Financial Talk Shows during the Campaign to tout Trump’s Economic Proposals and Denounce those of Vice President Harris. He has Argued in Favor Trump’s Plans for Deregulation and Energy Independence, while calling Harris an “economic illiterate” and suggesting that She would prompt a “Kamala Crash” if Elected.

At One point, Bessent floated a Plan to Nominate a “Shadow” Federal Reserve Chair prior to the End of Fed Chair Jerome Powell’s Term in 2026, a Trump Appointee who frequently sparred with the Trump during His First Term. Trump Himself has seemed particularly taken by Bessent, calling Him “one of the most brilliant men on Wall Street” at a Rally in August. Trump pulled the Investor on stage at the Event, where He expressed Confidence in Trump’s Chances at Reelection.

Bessent, spent more than a Decade working for Megadonor George Soros (D) before founding Key Square Group, since Billionaire Investor John Paulson bowed-out of the Race earlier this week. “His skills are the sort of skills you need for the moment. We are going to [be] engaging in some potentially significant changes to America’s trading and financial relationships,” a former Trump Treasury Department Official said of Bessent.

The Former Official said Bessent’s Expertise in Bond and Currency Markets could be Crucial in helping the Trump Administration Navigate blowback from the Financial World. “It seems like a no brainer. It just seems like his skill set is tailor made for what we have in front of us today,” the Official said.

However, some of Trump’s Advisers have reportedly pushed back against Bessent, suggesting that He has been Insufficiently Supportive of the Trump's Tariff Policies.

Howard Lutnick - who is currently serving as Co-Chair of the Trump Transition, has also emerged as a Leading Candidate to Head-Up the Treasury Department in recent days. Unlike Bessent, Lutnick has publicly embraced Trump’s Tariff Plans. “When was America great?” He asked during Trump’s Controversial Madison Square Garden Rally last month. “At the turn of the century, our economy was rocking. This is 1900, 125 years ago. We had no income tax, and all we had was tariffs.”

Lutnick is the Chair and CEO of Cantor Fitzgerald. He oversaw the Company’s response to 9/11, when more than 600 of Cantor Fitzgerald’s Employees were Killed at the World Trade Center. He is also a longtime Friend of Trump. He is a prominent Supporter of Cryptocurrencies, which has endeared Him to many within the Crypto space.

“I think Howard Lutnick would make a fantastic Treasury Secretary,” Anthony Pompliano, Founder and CEO of Investment Firm Professional Capital Management, said Wednesday on Social Platform X. “We need smart, successful people in leadership positions!”

However, the former Treasury Official said Lutnick is “a little more of a bulldog and a little bit less polished than Bessent is, but I think that’s not necessarily what you want for Treasury. For Treasury, you want somebody who’s able to talk to markets, calm markets, assuage markets, guide markets to where they need to be,”

With Republican Majorities in both the House and Senate, Trump is poised to Secure an Extension of His Signature 2017 Tax Law, the Tax Cuts and Jobs Act. The Act Lowered certain Personal Income Tax Rates, as well as the Corporate Tax Rate. Major Provisions of the Law are set to Expire in 2026, teeing-up Taxes as a Central Issue for the Next Congress.

However, the Tax Law could spark an Intraparty Battle in the GOP, between those in favor of further Cutting Taxes and those Concerned about Expanding the Deficit. An Extension of the Tax Cuts and Jobs Act is estimated to cost $4.6 trillion, according to the Congressional Budget Office.

Tariffs and Trade - Trump has proposed an Across-the-Board Tariff of 10% or 20% on All Imported Goods and a 60% Tariff on All Chinese Goods. Trump has Argued that such Tariffs could boost Domestic Manufacturing and potentially Replace Income Tax.

However, His Tariff Proposals have largely been met with Skepticism by Experts, who have Warned that they could raise Prices for Americans and spark Retaliation from U.S. Trading Partners. Whoever it is, Trump’s Treasury Secretary will likely spend Significant time conducting Trade Talks with other Governments.

Lutnick’s strong Support of Trump’s Tariffs could make Him a Natural fit to push for Trump's Trade Agenda Abroad. While former Treasury Secretary Steven Mnuchin enjoyed a Close Relationship with Trump, also faced Pressure from some Trump Advisers to go Harder in support of Tariffs and Trade Barriers.

The former Treasury Official said Bessent could Serve in a similar Role for Trump, Balancing Trump's Aggressive Dealmaking Posture with a more Genial approach. “Everyone has good things to say about Scott Bessent,” the Former Official said.

Tariffs were a Popular Tool for Trump in His First Term in Office. Amid an increasingly Populist Mood across both sides of the Aisle, President Biden kept some of the former President’s Tariffs in place and levied New Tariffs on some Chinese Products. The President has significant Authority to Levy Tariffs, as Congress has increasingly Delegated Authority over Tariffs to the Executive Branch.










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