What podcasts say about U.S. Treasury
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about U.S. Treasury
11 statements · 6 positive · 4 negative · 1 neutral
Treasury buybacks are intended to suppress long-term interest rates.
“It's simply a political decision to suppress long-term interest rates.”
Open the episode · Growth Expectations Are Probably Too High | Andy Constan on Post-Midterms Macro View, Bond Supply Issue, and QRA (Quarterly Refunding Announcement)Listen at 10:49
The Treasury will increase bill issuance and cut coupon issuance.
“I would expect Besson to do exactly what he said Yellen shouldn't be doing, which is increase bill and cut coupons, maybe announce something on the 20-year.”
Open the episode · The Fed Put Is Dead: Why Stagflation & a Bear Market Are Next | Vincent Deluard | StoneXListen at 4:35
A debt-ceiling impasse would temporarily halt Treasury issuance.
“That means that we don't see any issuance.”
Open the episode · The Fed Put Is Dead: Why Stagflation & a Bear Market Are Next | Vincent Deluard | StoneXListen at 6:00
The Treasury could reduce issuance duration in its November refinancing.
“the treasury could use the november refinancing to really again lower the duration of what they push into the market”
Open the episode · Meb 654 DirkListen at 15:45
Scott Bessent will reduce Treasury issuance at the long end, following Yellen’s approach.
“I think he will do a Yellen, even though he kept criticizing Yellen and issue less on the long end.”
Open the episode · Risk Cycles Across Equities, Bonds, and CurrenciesListen at 23:20
U.S. Treasury net-financing policy will become more dovish in coming years.
“it's only going to get more dovish in the coming years”
Open the episode · Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius DaleListen at 16:08
Bond markets ignored the U.S. Treasury’s intervention.
“the market has just completely ignored that”
Open the episode · 9/1/26: Army Official Resigns, China Screw You To Trump, Bond Market Chaos, Trump Defends Data Centers, GOP Panic Over MidtermsListen at 45:22
The Treasury should not intervene in the long-term Treasury bond market.
“I don't think it's a good idea for the Treasury to intervene with the long-term Treasury bond market.”
Open the episode · Debt & Consequences, Defying Fiscal Gravity, Hollywood Gets DemocratizedListen at 25:19
Treasury purchases can lower long-term interest rates.
“the more that they buy on the long end, the more that long-term interest rates go down”
Open the episode · De-Globalization Is Forcing Nations Worldwide To Choose A Side | Michael EveryListen at 1:26:21
Using the Treasury general account could suppress long-term yields without additional short-term borrowing.
“This approach could give the Treasury more firepower to quell the rise in long-term yields without the need for additional short-term borrowing.”
Open the episode · Trade Tensions, Nvidia Overshadow Economic DataListen at 2:20
Treasury portfolio management can lower short-term interest rates.
“the treasury has the capacity to force short-term interest rates down based upon how it manages its portfolio”
Open the episode · #404 Chris Whalen Answers Your Questions on the Fed, Rates & the Next BailoutListen at 10:34
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.