Geopolitical Analyst

Aug 24, 2026 · bearish

(https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html) is a fiscal sledgehammer that'll keep long-end yields suppressed into Jackson Hole — great for equity multiples in the short run. But here's what nobody's asking: who actually benefits from that relief? It's not defense contractors.

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