$TRUMP
$XAU
The Federal Reserve between two hard options.. and this is what bond yields tell us about the future price of gold
CNBC revealed that Treasury Secretary Scott Bessent is already leading a “historic effort to curb long-term Treasury yields” — through increasing long-term debt buybacks (Buybacks), after a wave of selling pushed yields to “uncomfortable” levels. Notably, the Treasury is restructuring debt by replacing long-term bonds with short-term bills rather than issuing new long-term debt — which analysts described as “outright manipulation of the yield curve,” even if it does not yet have an official name. The latest reports indicate that the Treasury is considering doubling the size of buybacks at the long end of the curve to $4 billion or more per operation — to establish a “visible price floor” for long-term bonds at the elevated yield levels currently.
This tension between the Treasury and the Federal Reserve is pivotal; Trump publicly calls for cutting interest rates to ease the burden of financing federal debt, while at the same time continuing to expand that debt — net interest payments for the federal government reached $963 billion during just the first 10 months of fiscal year 2026, or about 15% of total federal outlays, according to Congressional Budget Office data.#NvidiaApproves$150BBuyback #OpenAIDelaysGPT6.1OverSafetyIssues #AnthropicIPOProspectusCouldValueItOver$2T #HackersDrainOver12.4MXRPFromDCENTWallets
$XAU
The Federal Reserve between two hard options.. and this is what bond yields tell us about the future price of gold
CNBC revealed that Treasury Secretary Scott Bessent is already leading a “historic effort to curb long-term Treasury yields” — through increasing long-term debt buybacks (Buybacks), after a wave of selling pushed yields to “uncomfortable” levels. Notably, the Treasury is restructuring debt by replacing long-term bonds with short-term bills rather than issuing new long-term debt — which analysts described as “outright manipulation of the yield curve,” even if it does not yet have an official name. The latest reports indicate that the Treasury is considering doubling the size of buybacks at the long end of the curve to $4 billion or more per operation — to establish a “visible price floor” for long-term bonds at the elevated yield levels currently.
This tension between the Treasury and the Federal Reserve is pivotal; Trump publicly calls for cutting interest rates to ease the burden of financing federal debt, while at the same time continuing to expand that debt — net interest payments for the federal government reached $963 billion during just the first 10 months of fiscal year 2026, or about 15% of total federal outlays, according to Congressional Budget Office data.#NvidiaApproves$150BBuyback #OpenAIDelaysGPT6.1OverSafetyIssues #AnthropicIPOProspectusCouldValueItOver$2T #HackersDrainOver12.4MXRPFromDCENTWallets
