Steph Pomboy argued that the recent rise in long-dated Treasury yields was driven primarily by government supply concerns, rather than Federal Reserve policy or hawkish dissenters. She linked that pressure to a $95 billion supplemental package, including $75 billion for munitions, government borrowing to fund AI expenditure, and competition with private-sector borrowers; she also noted that investment-grade borrowers had issued $1.3 trillion in the first half of the year. 1 Her other posts were personal or celebratory, mentioning a cracked patella and a Fourth of July greeting. 23
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Their output
3 in July 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
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What they talk about
- hawkish dissents 1 item
- AI 1 item
- US 1 item
- supplemental spending 1 item
- capital markets 1 item
- Federal Reserve System 1 item
- long-dated Treasury yields 1 item
- treasuries 1 item
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