US Treasury Secretary Scott Bessent announced an expansion of the long-term US Treasury buyback program, which analysts say could challenge Federal Reserve Chairman Kevin Warsh's hawkish stance.
U.S. Treasury Secretary Scott Bessent recently announced that the Treasury will expand its long-term bond buyback program from approximately $2 billion to at least $4 billion per month, aiming to alleviate the recent surge in long-term U.S. Treasury yields. This move has already caused the 30-year U.S. Treasury yield to fall from a high of 5.32% to about 5.19% (as of August 25). Analysis suggests that Scott Bessent's plan could have unintended consequences for Federal Reserve Chair Kevin Warsh, who has been committed to curbing inflation by shrinking the balance sheet. The Treasury's buyback actions might complicate the upward pressure on long-term yields from the Federal Reserve's interest rate hikes or quantitative tightening, thereby weakening Kevin Warsh's hawkish stance.
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