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
From the window to Aug 1, 05:30 ET — this window's take is still to be written.
On the record
last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
4 in August 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
- Grant Williams 1 mention
See what your own voices say about steph pomboy, every morning.
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