NotFinancialAdviceArchie
Region: US
Saturday 22 August 2026 02:24:54 GMT
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NonSeriousCatalyst :
I am surprised a well informed person like you may also sometimes not fully understand what's going on. Some institutional money is now going at buying corporate bonds for data centers directly to Nvidia/Google/Meta/OpenAi/Anthropic who are offering a higher yield then the Treasury's current offerings before they raised the rates. The institutions are not buying all of the US debt offerings because the US corporations are giving them a better rate of returns. So what's happening is that they increased the interest rates to make their new debt attractive. But by doing so the existing lower rate bonds that were already sold could drop in value. Those long terms are the ones that the US Treasury started buying to give them a floor. This is nothing to do with inflation concerns for the US economy which is already baked into many other decisions. Of course they will keep doing this until the Data center build demand slows down.
2026-08-22 12:24:42
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Denikey :
It's like trying to save Titanic by dumping out water with a 🪣! 😏
2026-08-22 05:47:37
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lazy.monk :
You put to much weight into the words of this lying administration. 😏😏😏
2026-08-22 06:46:33
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John8103 :
This is the first analysis I have seen that connects the buyback to yield curve management!
2026-08-22 03:22:10
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Follow me :
Found the original Archie - the other Archies told me to give them a bitcoin
2026-08-22 05:39:57
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user7799642993784 :
Fiscal shenanigans taking place 🙄
2026-08-22 04:01:33
1
Jack Jackian :
So taking money from the left pocket and putting it in the right pocket, declaring debt free or made money 😂😂😂
2026-08-22 13:35:35
0
BirbalTheClever :
Thanks Archie, this whole bond buyback has (up until now 😏) been quite confusing. Thank you for the education!
2026-08-22 12:02:44
4
doctor-know :
what happens in two years when these bonds come due???
2026-08-23 16:15:10
1
Evolutionnext :
Always great info. If you get the chance what’s up with the repo market ?
2026-08-23 21:28:08
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user8891197956168 :
Fair to say the buy back is to keep bond rates from rising so politically it can be said inflation is under control.
2026-08-22 14:33:35
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jenn I travels :
Thanks! Have a good weekend!
2026-08-22 03:40:05
2
modern slave :
interesting, I am shorting treasuries ❤️😁🥰
2026-08-22 04:50:02
1
Junu :
Thanks for bond insights
2026-08-22 04:13:07
1
Brat :
Which balance sheet does this go into?
2026-08-22 03:09:36
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206_mike :
Thanks!
2026-08-22 02:57:33
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Rockn53 :
This is also known as the “treasury twist“ They’re selling short-term debt to purchase the long-term debt. And I guarantee you it’s not gonna work.
2026-08-22 23:32:16
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Sam :
Thank you, Archie.
2026-08-22 07:17:31
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Paul Novetsky :
thank u
2026-08-22 13:39:18
1
user117779841974 :
Does that mean that the yields of the short term bonds will go up?
2026-08-22 06:20:22
1
bumblebee tuna :
The next president of the USA is absolutely screwed
2026-08-23 03:08:34
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Badman :
If we had elected Obama to be king of this country we would be fine.
2026-08-23 15:43:36
1
Pizzette :
The Treasury engaged in yield curve control to finance WW2 and after the GFC. Why do it now?
2026-08-22 22:21:52
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Captain Crunch :
I figured the current 30 year bonds have much lower interest rates. So why buy those back and sell higher interest short bonds?
2026-08-22 12:45:24
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user24745647888 :
thx Archie
2026-08-22 12:24:22
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