---
title: "Trump and Treasury Secretary Bessant Use ‘TACO Deal’ Strategy to Influence Markets, Says CITIC Report"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/249369749.md"
description: "Trump and Treasury Secretary Bessant are using a ‘TACO deal’ strategy, characterized by a ‘good cop, bad cop’ approach to influence markets, according to CITIC Securities. Trump's comments on tariffs and the Federal Reserve have caused market volatility, while Bessant provides calming reassurances. This coordinated effort aims to manage investor expectations and maintain pressure on policy negotiations, with Bessant emerging as a key market stability spokesperson within the Trump administration."
datetime: "2025-07-21T09:19:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/249369749.md)
  - [en](https://longbridge.com/en/news/249369749.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/249369749.md)
generator: "portal-rs"
---

# Trump and Treasury Secretary Bessant Use ‘TACO Deal’ Strategy to Influence Markets, Says CITIC Report

Key Takeaways:Trump and Bessant adopt a “good cop, bad cop” approach to market signalingTrump’s remarks on Section 899, US-Japan tariffs, and Powell’s dismissal caused volatilityBessant counters with market-calming statements and policy reassurancesCITIC Securities calls this coordinated narrative the “TACO transaction” Bessant seen as the market mouthpiece of the Trump administrationAccording to a research report by CITIC Securities, U.S. President Donald Trump and Treasury Secretary Bessant are employing a deliberate “TACO deal” strategy—a market-influencing tactic rooted in the classic “good cop, bad cop” dynamic.The report highlights how Trump’s market-disruptive remarks—including comments on Section 899, the U.S.-Japan tariff negotiations, and the possible dismissal of Federal Reserve Chair Jerome Powell—have created spikes in market uncertainty.In contrast, Bessant has played the role of the stabilizer, frequently stepping in with market-friendly reassurances. He has publicly urged Congress to remove Section 899, expressed optimism about the US-Japan trade agreement, and worked behind the scenes to dissuade Trump from firing Powell.CITIC analysts believe that this intentional messaging pattern is aimed at managing investor expectations while maintaining pressure on policy negotiations. The coordinated effort has been dubbed the “TACO transaction”, reflecting its tactical use of Timing, Assurances, Communication, and Orchestration to influence market sentiment.Bessant, now considered the key spokesperson for market stability within the Trump administration, may act as a signal for market turning points. His statements are increasingly viewed as deliberate entry or exit triggers for institutional traders navigating volatile macro policy narratives.

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**