I was watching this unfold this morning. Bessent announced the Treasury is doubling its buybacks, explicitly to keep the 10- and 30-year from running. The 10y dropped to 4.64% then bounced back to 4.67% while I was looking. The 30y sat around 5.21%. Gold went through $4,550 on the futures, spot near $4,544. The thing that bugs me is how many people are calling this money printing. It is not. The Fed is not even involved. A buyback is the Treasury buying its own bonds back, and it funds that by i
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