USTs
Discussion was predominantly bearish on USTs, focusing on rising yields, fiscal constraints, foreign selling and uncertainty over when the Fed would support market functioning. Conks argued that supply and issuance concerns may temporarily lift yields, but that fundamental flows and a more price-sensitive private investor base matter more 5; Luke Gromen argued that rate rises could worsen inflation and force the Fed to print rather than permit UST or entitlement defaults 4. Conks also said buybacks and official rhetoric had widened the gap between Treasury needs and likely Fed intervention 3.
Where the voices land
All voices 1 voice1 bullish
Bullish
- COConksBullish Conks expects UST yields to keep ascending, with no plumbing or Fed bid to cap them. “won’t stop the “fire” of ascending yields” Open the post 🥷 A LARGER "TREASURY-FED BASIS" a rising long-… · 11 Sept
1 bullish
Also asked
Risk 1 voice← rising · easing →1 rising
Risk rising
- LGLuke GromenRisk rising Rising interest costs will force a choice between defaulting on USTs and entitlements or printing the interest. “forcing Feid to choose "allow US to default on USTs & Entitlmts or print the interest"” Open the post Rate hikes will increase inflation: Interest + … · 11 Sept
Mentions
7 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
- Conks 3 mentions
See what your own voices say about USTs, every morning.
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