US Treasury Buybacks Long Bonds, but Market Concerns Rise Amid Rising Yields

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US Treasury Buybacks Long Bonds, but Market Concerns Rise Amid Rising Yields
Photo: Financial Times
money· A press review of 9 outlets
  1. The US Treasury is buying long bonds, but not very many Speaking loudly but wielding a teeny-tiny stick in

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    RealClearMarkets

    The US Treasury is buying long bonds but not very many. Read Full Article »

  2. U.S. Treasury Secretary Scott Bessent’s big move on bonds didn’t last long. Yields on the 30-year Treasury are climbing back up to where they started on Wednesday, when Bessent announced he would double the Treasury’s purchases of long-dated bonds to at least $4 billion “per operation” in hopes of reducing their interest yield.

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    CNBC

    Though Treasury Secretary Scott Bessent insisted the move wasn't an attempt to tamp down yields, it came after the 10- and 30-year Treasurys hit levels not seen since prior to the global financial crisis in 2008.

    Common Dreams

    While the announcement did result in interest rates for US treasuries dropping, economists and other political observers are warning that Treasury Secretary Scott Bessent's scheme to stop spiking yields will prove ineffective over the long term.

    MarketWatch

    After 30-year Treasury bond rates BX:TMUBMUSD30Y hit a 19-year high, Bessent said the government believed the increase was not driven by fundamentals. He announced plans to intervene in the market and said the government would buy long-term bonds and finance the purchases by selling short-term T-bills. This will “twist” the yield curve, he said, by pushing long-term rates lower and short-term rates higher.

  3. The concern follows a Treasury announcement Wednesday saying it will be at least doubling the size of its typical $2 billion debt buyback, a routine operation begun in 2024 that helps provide a market for longer-dated debt.

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    Epoch Times Business

    From Sept. 9, the Treasury will double the size of its government debt repurchases to $4 billion, focusing its buyback operations on 10- to 20-year and 20- to 30-year bonds.

    Fortune

    This week, he announced the Treasury would increase “by at least double” the size of buybacks for longer-dated securities—and is prepared to expand the “fiscal consolidation” of purchasing back the costlier debt.

  4. Treasury Department officials did not respond to a request for comment. The market's response ups the ante for Fed Chairman Kevin Warsh, who is scheduled to deliver his closely watched keynote on Aug. 28 at the central bank's annual symposium in Jackson Hole, Wyo.

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    Fortune

    The atmosphere will make life complicated for Fed Chairman Kevin Warsh next week. He is scheduled to give his annual speech at Jackson Hole. He has publicly pledged not to give “forward guidance” to the markets, because he doesn’t believe the Fed should be guiding the bond market. But the entire intent of Bessent’s intervention was to signal that the Treasury is able to stabilize yields if it wants to—a position that seems to contradict Warsh.

  5. The Bridgewater Associates founder said Bessent's plan to increase government debt purchases may portend trouble for the U.S. economy. Coupled with the Japanese government reducing its U.S. bond market exposure and surging long-dated American bond yields, Dalio said investors may want to prepare their portfolios for increased risk by owning cryptocurrencies and gold.

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    Bloomberg

    Dalio Says Sell Bonds, Buy Gold, Bitcoin as Debt Crisis Looms Billionaire Ray Dalio said investors should reduce their bond holdings and put as much as 15% of their money in gold to hedge against the risk of a US debt crisis that he warns could be just three years away.

  6. The jump in yield has been tied to a number of factors, inflation fears prominent among them. Treasurys also have been forced to compete against higher-yielding government debt in Asia and Europe, a record-setting surge of issuance from hyperscalers investing in artificial intelligence, and a general rise in term premiums, or the extra yield investors demand for holding U.S. debt, which surpassed the $40 trillion mark this week.

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    Epoch Times Business

    A broad array of factors has pushed up yields, including persistent war-driven inflation fears, fiscal worries, potential monetary policy tightening, and competition from artificial intelligence-related corporate bonds.

    Common Dreams

    Experts say that bond yields have been spiking to highs not seen since the start of the Great Recession due to investor anxiety over a number of factors, including inflation, the size of the US government's debt, and Trump's illegal war with Iran.

  7. The U.S. Dollar Index—a measure of the greenback against a weighted basket of currencies—continued its weakness in the middle of the trading week. The index slumped more than 0.5 percent and pared its year-to-date gain to below 1 percent.

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    CNBC

    While yields rose, the dollar also weakened, continuing a trend this week that has seen the greenback lose nearly 0.9%.

  8. Audio will be available later today. NPR's Leila Fadel speaks with Bloomberg's Stacey Vanek Smith about why the U.S. Treasury acted to push down long-term bond yields and how that relates to the ballooning U.S. debt.

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    Epoch Times Business

    Yields on long-term U.S. bonds fell midweek after the Treasury Department said it would expand long-end debt buybacks amid climbing rates.

  9. Bessent’s action shows a desire by the Treasury Department to have greater control over market pricing

  10. Brett Arends's ROI Opinion: Trump, Vance and Bessent try to calm the bond market with ‘alternative facts’

From the margins

8 details only one outlet reported

Independent claims that didn't surface elsewhere in our corpus. Treat as supplementary — not corroborated across outlets.

  1. 01 RealClearMarkets

    Another Speculation On Why Bond Markets Are In Decline Joel Mathis, The Week Inflation, war and rising debt raise concerns among investors

  2. 02 Fortune

    Treasury Secretary Scott Bessent appears to be heading down a path similar to Japan’s, and it signals “debasement” of the dollar, according to a top economist.

  3. 03 CNBC

    Treasury Secretary Scott Bessent's debt buyback announcement this week fits into a broader pattern that can signal a forthcoming crisis, according to billionaire investor Ray Dalio.

  4. 04 Epoch Times Business

    A Treasury buyback is when the federal government purchases its own bonds before they mature, retiring older securities and replacing them with new issuance.

  5. 05 Financial Times

    Bossing the bond market around never works Despite Scott Bessent’s efforts, investors worry something is up

  6. 06 Bloomberg

    Bond Market Swings Affect Your Savings, Investments Bloomberg's Nikki Waller and David Gura join Scarlet Fu and Tom Keene on "Bloomberg Money." The Treasury surprised traders this week with its plan to buy back more debt. Long-dated yields plunged on Wednesday in response to the news, only to rebound the next day. (Source: Bloomberg)

  7. 07 Common Dreams

    5 #000000 #FFFFFF "Trump is going to pump billions of dollars into the bond market to push down interest rates through the election, then let everything fall apart again," said one critic.

  8. 08 MarketWatch

    The Fed Here’s how Bessent’s newly activist Treasury Department is undercutting the Fed’s Warsh

Assembled from 10 corroborated claims drawn from 9 independent outlets. Every passage above is taken verbatim — Dorothy doesn't paraphrase or summarize.

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Coverage by Perspective

Left
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Lean-Left
4
Center
24
Lean-Right
3

Source Similarity

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Sources (9)

  • ft
  • cnbc
  • rcmarkets
  • epochtimes-biz
  • marketwatch
  • commondreams
  • npr-economy
  • bloomberg
  • fortune

Original Articles (32)

Lean Right Another Speculation On Why Bond Markets Are In Decline — RealClearMarkets
Lean Right Bessent Speaks Loudly But Carries A Tiny Stick — RealClearMarkets
Lean Left Scott Bessent is ‘playing with fire’ as the Treasury’s debt buyback risks putting the dollar in a devaluation spiral like the yen, economist warns — Fortune
Lean Left Wall Street is bemused by Bessent’s bond plan and the unwinding punt on the Japanese yen—he’s hinting he knows something the markets don’t — Fortune
Lean Left Bond traders believe Bessent’s ‘band-aid’ was ‘a heinous financial crime’ — Fortune
Center Ray Dalio says Bessent move is sign that a debt crisis is getting closer; recommends gold and bitcoin — CNBC
Center Bessent's bond gambit aimed at calming markets is instead stirring inflation worries — CNBC
Center Gold rebounds as bond jitters, debt fears and weaker dollar revive bullion demand — CNBC
Lean Right Long-Term US Bond Yields Fall After Treasury Bolsters Debt Buybacks — Epoch Times Business
Center Bossing the bond market around never works — Financial Times
Center Bitcoin and gold surge as Bessent’s bond market intervention weighs on dollar — Financial Times
Center Scott Bessent takes on bond vigilantes in $32tn Treasury market — Financial Times
Center What is Bessent doing with the $32tn Treasury market — and will it work? — Financial Times
Center The US Treasury is buying long bonds, but not very many — Financial Times
Center Bond Market Swings Affect Your Savings, Investments — Bloomberg
Center Bessent’s Bond Maneuvers Giving Global Debasement Trade New Life — Bloomberg
Center Dalio Says Sell Bonds, Buy Gold, Bitcoin as Debt Crisis Looms — Bloomberg
Center Can the Treasury Fix the US Debt Crisis? — Bloomberg
Center US Buyback Pledge Draws Japan Comparisons and Pressures Dollar — Bloomberg
Center Week of Whiplash in Treasuries Closing With Traders on Pause — Bloomberg
Left 'Bessent Is a Political Actor': Treasury Move on Bond Market Seen as Midterm Damage Control — Common Dreams
Center Here’s how Bessent’s newly activist Treasury Department is undercutting the Fed’s Warsh — MarketWatch
Center Trump, Vance and Bessent try to calm the bond market with ‘alternative facts’ — MarketWatch
Center Bitcoin on track for best week in more than two years. Can this mean the next crypto bull market has arrived? — MarketWatch
Center The bond market is going to burst the stock-market bubble — MarketWatch
Center The biggest loser from the Treasury’s latest buyback plan: The U.S. dollar. Here’s why. — MarketWatch
Center U.S. bond yields are already surging again a day after Bessent’s debt-buyback plan — MarketWatch
Center Bessent suggests Treasury could intervene again in bond market: ‘We have a big tool kit’ — MarketWatch
Center Crypto comeback? Bitcoin, ethereum are headed for their best day in months as investors flock to hard assets — MarketWatch
Center Treasury’s bond buyback blitz may end up driving yields higher, warns JPMorgan. Here’s their investment advice. — MarketWatch
Center Why Bessent’s Treasury operations have breathed life back into the gold trade — MarketWatch
Lean Left Why the U.S. Treasury moved to lower long-term bond yields — NPR Economy