LT USTs
Luke Gromen’s posts present a predominantly bearish and risk-focused view of LT USTs. He argues that a sharp move in Treasury yields remains possible, with fiscal spending, insurer balance-sheet constraints and competition from hyperscaler debt identified as potential pressure points 134. He also sets a conditional bullish trigger: LT USTs become a buy if higher rates force sharp cuts to entitlement and defence spending; otherwise, he says, they are a sell 2.
Where the voices land
All voices 1 voice1 bullish
Bullish
- LGLuke GromenBullish Gromen expects long-term Treasury yields to keep climbing to problematic levels as investors prefer hyperscaler bonds. “which would continue sending LT UST yields higher, until we get to problematic levels” Open the post If US hyperscalers are TBTF (de facto US Governm… · 4 Sept
1 bullish
Also asked
Risk 1 voice← rising · easing →1 rising
Risk rising sharply
- LGLuke GromenRisk rising sharply The risk of a long-term UST yield gamma event continues to rise. “The risk of a UST yield and western sovereign debt yield "gamma event" continues to rise” Open the post The risk of a UST yield and western sovereign de… · 28 Sept
Mentions
4 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Luke Gromen 4 mentions
See what your own voices say about LT USTs, every morning.
Start a desk