Seeking Alpha
02 Sept 2026, 20:08 UTC · 2h ago
Bessent Is Not Making A Mistake
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Analysis by Kasper Rasmussen · Founder & analyst
Seeking Alpha
02 Sept 2026, 20:08 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Analysis by Kasper Rasmussen · Founder & analyst
What the story claims
3 claims · each scored for market impact
The drivers of real rate issues are fiscal rather than liquidity-driven. — Fiscal instability is a more systemic and harder-to-solve risk than simple liquidity shortages, putting upward pressure on long-term yields.
-0.60Treasury's expanded long-end buyback program has proven ineffective at impacting yields. — The failure of a direct policy intervention to lower rates suggests strong market resistance and lack of confidence in the tool.
-0.40The Treasury market is currently clearing, but the resulting outcomes are unpalatable. — While liquidity exists, 'unpalatable' pricing implies a higher cost of capital that weighs on risk appetite.
-0.20Continue reading
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WSJ
6h ago
