What I’m listening for from Bessent today isn’t “QE.”

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Kind-1 (TextNote)

2026-08-24T15:09:25Z

What I’m listening for from Bessent today isn’t “QE.”

It’s whether he says Treasury is willing to expand long-end buybacks, use the TGA, or provide more liquidity support if market conditions require it.

$4B per operation is small.

The real signal would be Treasury treating the ~$950B TGA as a liquidity valve.

If he connects TGA drawdowns, larger buybacks. long-end support, pay attention.

That could be the beginning of a much bigger liquidity story.

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