1️⃣ The Treasury will conduct buybacks on a regular basis.
2️⃣ Buybacks could be larger than $4 billion, and part of the strategy is to send a strong signal to the market.
3️⃣ Bessent will likely announce a bigger push to reduce the US deficit.
4️⃣ There’s nothing “magic” about the $40 trillion debt level. The US can grow its way out of the debt burden.
5️⃣ The US already reduced its deficit in 2025 to 5.7% of GDP.
6️⃣ Tariff refunds are temporarily pushing the deficit higher, but these payments won’t be repeated.
7️⃣ Higher oil prices are driving headline inflation, while core inflation continues to come down.
If these policies play out as expected, they could have a major impact on US liquidity, markets, and crypto. 👀🇺🇸
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