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U.S. Treasury

September 2026 · 73 voices
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Entity · financial institution

September 2026 · 73 of the 74 voices we track · 245 mentions

Sep 1 → Oct 1, 05:30 ET

September 2026Live view →

Where the voices land

All voices 8 voices

3 dovish5 hawkish

Dovish

  • JSJames StanleyDovish Stanley says the supply-demand issue in treasuries is not going away with all the treasury debt coming due. “the supply demand issue in treasuries is not something that's just going to go away” ▶ 12:16 10-Year Yields Jump and the S&P 500 Hits a Recor… · 28 Sept
  • JWJoseph WangDovish Treasury yields are not being pushed up by excessive issuance or crowding out. ▶ 11:58 Markets Weekly September 26, 2026 · 26 Sept
  • GBGary BohmDovish The Treasury is selling a mountain of paper and the long end takes the strain, requiring intervention. Open the post China will not pause, so America cannot either. … · 9 Sept

Hawkish

  • JSJeff SniderHawkish Treasury holders benefit from higher interest rates and higher income. “if you're a treasury holder, higher interest rates mean higher income” ▶ 9:16 Rare Recession Indicator Is ‘Screaming’—No One’s… · 26 Sept
  • RBRobin BrooksBullish Brooks expects long-dated Treasury yields to keep rising, with the 10y10y forward yield already higher than a month ago. “the 10y10y forward Treasury yield is higher than a month ago. This isn't working...” Open the post The problem for the Fed is that you can't hike y… · 26 Sept
  • TKThe Kobeissi LetterHawkish More US Treasury intervention is likely coming. “More US Treasury intervention is likely coming.” Open the post Is the 10Y Note Yield heading to 6.0%? Historic… · 16 Sept
  • BJBrent JohnsonHawkish Do not underestimate the power of the US Treasury, which has been expanding its financial-warfare control since 9/11. Open the item How to Prepare your Portfolio for the Possibilit… · 13 Sept
  • LGLuke GromenHawkish A rise in oil prices will drive UST yields to problematic levels. “the resultant rise in oil sends UST yields to problematic levels” Open the post In keeping w/trying to speak more plainly on X: … · 7 Sept

3 dovish5 hawkish

Also asked

Policy 5 voices← against · for →

4 against1 for

Strongly against

  • BSBill SmeadStrongly against He calls the Treasury's increased bond buybacks ridiculous, saying the government should stop crowding out mortgage borrowers. “No, I thought it was the most ridiculous thing I've ever seen.” ▶ 50:19 ‘Almost 0%’ Chance Stocks Are Higher In 10 Years… · 27 Sept

Against

  • BSBrad SetserAgainst Setser wants a European judgement on currency undervaluation to override the current Treasury report. “one that trumps (ha) the current Treasury report” Open the post Not a European think tanker, but would suggest: … · 28 Sept
  • DCDCPAgainst DCP doubts the Treasury Secretary has the firepower for meaningful buybacks and doesn't see full intervention happening. “I don't think he has the gunpowder to do it, to be perfectly honest with you.” ▶ 11:53 The Bond Market Pain Isn't Over | Weekly Roundup · 25 Sept
  • JBjeroen bloklandAgainst Blokland criticizes the Treasury's willingness to adjust policy whenever markets move against it, saying markets will always demand more. “Once you show markets that you are willing to adjust policy when they move against you, they will ALWAYS demand more.” Open the post Bessent learned an important lesson today. Once… · 9 Sept

For

  • RBRobin BrooksFor Brooks credits the Treasury and Fed's joint policy of stopping the de-anchoring of long yields as very successful. “The main objective of US policy in the past month - from Treasury and Fed - has been to stop the de-anchoring of long yields” Open the post The main objective of US policy in the past mont… · 18 Sept
Risk 1 voice← rising · easing →

1 rising

Risk rising

  • TKThe Kobeissi LetterRisk rising The Treasury's intervention attempts are failing to bring yields down. “Despite numerous intervention attempts by the US Treasury, nothing is working.” Open the post After a brief intermission, back to the regularl… · 23 Sept

Mentions

245 in September 2026
Mon 31Wed 23 · 27Thu 1

Stories 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.

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