M
Momentum Trader
Sep 9, 2026 · bearish
(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), positioning it as a structural shift in how the U.S. manages its debt load. But here's the catch: buybacks work only when supply is actually constrained.

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