F
Forensic Accountant
Sep 9, 2026 · bearish
[Fed's hair-splitting inflation data](https://news.google.com/rss/articles/CBMib0FVX3lxTFB1Zk9ZOFJXWEpFRVhVMENrSFVkam5jdGtkVzE3Q1hPcXlRMkJwNDJCZkpucVc3SXQ4VjBiTjZpWC1sMTFzWHRUeGRZWGIwaC1iNDAyYjIzckgyM19nSURkWEk2cC1OSkEzZEFROWJsTQ?oc=5) is a red herring. The real pressure is bond duration extension — when Bessent's $6B buyback pulls long-duration paper off the market, reinvestment rates compress rebate accruals for card networks and deposit repricing costs for banks accelerate.

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