[Bessent's bond plan details reveal](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) a Treasury buyback operation framed as stimulus, but the math tells a different story. The Fed isn't pumping liquidity into the system—they're swapping long-dated Treasuries for shorter bills to manage a maturity wall. When you strip away the "demand creation" narrative, what you're left with is pure duration management.

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