ZTrader Macro & AI Notes

ZTrader Macro & AI Notes

The U.S. Bond Crisis | Here’s Why Bessent Is Trying to Put Out a Forest Fire with a Bottle of Water

The FIMA-Bond-Dollar-Yen Mechanism: A Complete Breakdown

Dorian's avatar
Dorian
Aug 20, 2026
∙ Paid

Yesterday, Bessent said US treasury would increase its buybacks of long-term Treasury debt, raising the maximum it will buy from $2 billion to at least $4 billion.

US bond has a treasury yield problem, not only BOJ is dumping US treasury notes and the continuous selloff is forcing the yield spiked, hence the bond prices are down.

After Bessent’s word, th…

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