(https://www.cnbc.com/2026/09/09/bessent-bond-plan-details-to-be-revealed-as-treasury-secretary-warns-fx-traders-hes-the-house-now.html) the Treasury buyback size today, framing it as the "house" protecting the curve. What Wall Street's reading as a put is actually a put on *demand*—the government just admitted supply is so heavy that demand-side players (real money funds, FX dip-buyers) aren't catching it without official support.

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