3+ week, 2+ day ago   (515+ words) Bessent told CNBC he holds asymmetric information about the 30-year bond market but declined to identify it, leaving the claim as a rhetorical question. Treasury doubled its buyback operations, raising per-operation size from $2B to $4B and frequency from 2 to 4 per quarter…...

4+ day, 1+ hour ago   (485+ words) Treasury Secretary Scott Bessent walked up to a microphone this week and said something Treasury Secretaries do not usually say out loud. Bessent declared, “I am the house now, so when we intervene with the Japanese yen, I have pretty…...

2+ week, 3+ day ago   (357+ words) Druckenmiller accused Bessent of suppressing long-term yields through doubled bond buybacks, hiding the real cost of $40 trillion in national debt. The 30-year yield dropped from 5.28% to 5.17% on the announcement alone, before any expanded purchases actually began. CBO projects debt held…...

3+ week, 5+ day ago   (481+ words) Cheap legacy debt rolling over at today's rates, which range from 4.68% to 5.25%, has pushed federal interest costs past $963 billion in just 10 months. JPMorgan projects a $3.7 trillion funding gap by 2030, and strategists at BNY and UBS doubt Bessent's toolkit can ease…...

3+ week, 2+ day ago   (795+ words) Bessent's buyback expansion briefly pulled the 30-year yield from 5.34% to 5.18%, but Trump's Iran 'Economic D-Day' erased every gain within 24 hours. Trump's Iran threat sent Brent crude to $94 and pushed the 30-year yield back to 5.26%, fully reversing Bessent's intervention in one…...

2+ week, 5+ day ago   (816+ words) Bessent doubled Treasury buybacks to $4 billion per operation, but the 30-year yield rebounded to 5.247% within 24 hours, erasing all gains. The TGA's $1 trillion sounds powerful, but usable funds are only somewhere between $100 billion and $200 billion, barely enough to shift the weighted-average…...

2+ week, 4+ day ago   (710+ words) © U.S. Treasury via X Long-term Treasury yields are telling a different story from short-term interest rates. The 10-year yield has pushed toward 5%, while the 30-year recently climbed above 5.3% for the first time since 2007. The problem is bigger than the…...

3+ week, 3+ day ago   (483+ words) Bessent doubled long-end Treasury buybacks from $2 billion to a $4 billion minimum, with frequency rising from two to four operations per quarter. The 30-year yield hit its highest since 2007 at 5.31%, pressured by a $2.1 trillion deficit, 3.4% inflation, and AI-driven corporate issuance. If…...

3+ week, 2+ day ago   (746+ words) Bessent doubled Treasury's long-bond buybacks to $4B per operation, dropping the 30-year yield 10 basis points and sending silver surging 6%. Silver outpaced gold because industrial demand from solar panels and green tech gives it higher sensitivity when yields fall and risk-on conditions…...

2+ week, 5+ day ago   (344+ words) The Treasury General Account ballooned to $950 billion. Nearly double Biden's $550-$600 billion target. Giving Bessent firepower to fund expanded bond buybacks. Treasury doubled its long-bond buyback program to at least $4 billion, sending the 30-year yield to 5.23%, a level not seen since…...