# Treasury Bonds on The No Agenda Show Treasury Bonds comes up in 13 chapters across 11 episodes of The No Agenda Show, from August 2011 to August 2026. - **Chapters:** 13 - **Episodes:** 11 - **Discussed:** August 2011 – August 2026 - **Related topics:** [Interest Rates](https://search.noagendashow.net/topic/interest-rates.md), [Federal Reserve](https://search.noagendashow.net/topic/federal-reserve.md), [China](https://search.noagendashow.net/topic/china.md), [Inflation](https://search.noagendashow.net/topic/inflation.md), [Beijing](https://search.noagendashow.net/topic/beijing.md), [Bond Market](https://search.noagendashow.net/topic/bond-market.md), [Chris Cuomo](https://search.noagendashow.net/topic/chris-cuomo.md), [Congress](https://search.noagendashow.net/topic/congress.md), [Credit Rating](https://search.noagendashow.net/topic/credit-rating.md), [Deflation](https://search.noagendashow.net/topic/deflation.md) ## Chapters 1–13 of 13 ### Treasury Buybacks, Scott Bessent's Market Strategy - **Episode:** [1897: Caconian](https://search.noagendashow.net/episode/1897-caconian.md) - **Published:** 2026-08-23 - **Time:** 1:11:37–1:15:32 - **Transcript:** https://search.noagendashow.net/episode/1897-caconian/chapter/treasury-buybacks-scott-bessent-s-market-strategy.md Treasury advisor Scott Bessent is implementing a strategy to lower interest rates by increasing the size of government bond buybacks. The goal is to signal that current yields do not reflect underlying fundamentals, which have been distorted by massive corporate bond issuance for AI projects. The hosts explain how the Treasury is using short-term T-bills to fund these operations. Keywords: [scott bessent](https://search.noagendashow.net/topic/scott-bessent.md), treasury buybacks, t-bills, [interest rates](https://search.noagendashow.net/topic/interest-rates.md), corporate bonds ### Treasury Twist, Janet Yellen Precedent - **Episode:** [1897: Caconian](https://search.noagendashow.net/episode/1897-caconian.md) - **Published:** 2026-08-23 - **Time:** 1:15:32–1:19:09 - **Transcript:** https://search.noagendashow.net/episode/1897-caconian/chapter/treasury-twist-janet-yellen-precedent.md The hosts compare Bessent's current strategy to the "Treasury Twist" previously utilized by Janet Yellen. While Bessent and other advisors once criticized Yellen for being "opportunistic" with bond auctions, they are now employing similar tactics on a larger scale. Bessent claims to have "asymmetric information" that justifies these interventions to stabilize the market. Keywords: treasury twist, [janet yellen](https://search.noagendashow.net/topic/janet-yellen.md), [kevin warsh](https://search.noagendashow.net/topic/kevin-warsh.md), asymmetric information, [bond market](https://search.noagendashow.net/topic/bond-market.md) ### US Government Bond Market Turmoil - **Episode:** [1754: Yippy](https://search.noagendashow.net/episode/1754-yippy.md) - **Published:** 2025-04-10 - **Time:** 17:13–18:53 - **Transcript:** https://search.noagendashow.net/episode/1754-yippy/chapter/us-government-bond-market-turmoil.md Investors are dumping long-dated US Treasuries, causing interest rates to rise despite a tanking stock market. This volatility is attributed to hedge funds covering leveraged bets and concerns that tariffs will drive inflation, potentially preventing the Federal Reserve from cutting interest rates. Keywords: [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [interest rates](https://search.noagendashow.net/topic/interest-rates.md), [hedge funds](https://search.noagendashow.net/topic/hedge-funds.md), [inflation](https://search.noagendashow.net/topic/inflation.md), [federal reserve](https://search.noagendashow.net/topic/federal-reserve.md) ### U.S. Debt Refinancing, Bond Yields, Real Estate Tactics - **Episode:** [1746: Bedtime Hygiene](https://search.noagendashow.net/episode/1746-bedtime-hygiene.md) - **Published:** 2025-03-13 - **Time:** 42:36–48:13 - **Transcript:** https://search.noagendashow.net/episode/1746-bedtime-hygiene/chapter/u-s-debt-refinancing-bond-yields-real-estate-tactics.md A theory is proposed that Trump’s market-shaking rhetoric is a tactic to lower bond yields ahead of a $9.2 trillion U.S. debt refinancing requirement in 2025. By creating economic fear, the administration may be attempting to refi the national debt at lower interest rates, mirroring real estate development strategies. The discussion also explores the potential role of a Bitcoin reserve or stablecoins in managing the balance sheet. Keywords: [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [refinancing](https://search.noagendashow.net/topic/refinancing.md), michael saylor, [stablecoins](https://search.noagendashow.net/topic/stablecoins.md), [fed](https://search.noagendashow.net/topic/fed.md) ### Mar-a-Lago Accords, NATO Dissolution, and European Defense - **Episode:** [1740: DOGE-CAM](https://search.noagendashow.net/episode/1740-doge-cam.md) - **Published:** 2025-02-20 - **Time:** 1:14:23–1:18:39 - **Transcript:** https://search.noagendashow.net/episode/1740-doge-cam/chapter/mar-a-lago-accords-nato-dissolution-and-european-defense.md Speculation regarding the "Mar-a-Lago Accords" suggests a plan to restructure the financial system by swapping treasury bonds for long-term security guarantees. The hosts argue that NATO has functioned as a "bribe" to keep Europeans from fighting, suggesting the US should withdraw and let Europe manage its own defense. Keywords: [mar-a-lago accords](https://search.noagendashow.net/topic/mar-a-lago-accords.md), [nato](https://search.noagendashow.net/topic/nato.md), [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [european army](https://search.noagendashow.net/topic/european-army.md), [extortion](https://search.noagendashow.net/topic/extortion.md) ### China Fiscal Stimulus and Deflationary Economic Forces - **Episode:** [1724: Boomer Mode](https://search.noagendashow.net/episode/1724-boomer-mode.md) - **Published:** 2024-12-26 - **Time:** 20:27–22:22 - **Transcript:** https://search.noagendashow.net/episode/1724-boomer-mode/chapter/china-fiscal-stimulus-and-deflationary-economic-forces.md Beijing is preparing to issue 3 trillion yuan in special treasury bonds to revive its economy ahead of expected U.S. tariffs. The hosts discuss whether these tariffs will cause deflation in China or price hikes for American consumers. They debate the impact of the "world's second largest economy" going deeper into debt. Keywords: [china](https://search.noagendashow.net/topic/china.md), [beijing](https://search.noagendashow.net/topic/beijing.md), [tariffs](https://search.noagendashow.net/topic/tariffs.md), [deflation](https://search.noagendashow.net/topic/deflation.md), [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [fiscal stimulus](https://search.noagendashow.net/topic/fiscal-stimulus.md) ### Yield Curve Inversion, Recession Warning, Bond Market - **Episode:** [1438: Trips of Clump](https://search.noagendashow.net/episode/1438-trips-of-clump.md) - **Published:** 2022-03-31 - **Time:** 1:32:12–1:34:28 - **Transcript:** https://search.noagendashow.net/episode/1438-trips-of-clump/chapter/yield-curve-inversion-recession-warning-bond-market.md The U.S. Treasury yield curve inverted as the five-year yield topped the 30-year yield, a technical signal often preceding a recession. Analysts suggest that traditional economic indicators may be less reliable now due to massive government intervention and the transition to new financial accounting systems. Keywords: yield curve, inversion, [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [recession](https://search.noagendashow.net/topic/recession.md), [mmt](https://search.noagendashow.net/topic/mmt.md) ### Federal Reserve Overnight Lending Injection - **Episode:** [1174: Soros Jugend](https://search.noagendashow.net/episode/1174-soros-jugend.md) - **Published:** 2019-09-22 - **Time:** 1:08:49–1:13:40 - **Transcript:** https://search.noagendashow.net/episode/1174-soros-jugend/chapter/federal-reserve-overnight-lending-injection.md The Federal Reserve Bank of New York injected billions of dollars into the financial system after overnight lending rates between banks spiked to 10%. This "repo market" intervention is the first of its magnitude since the 2008 financial crisis. A banking insider suggests this scarcity of reserves could signal trouble for major trading houses like Goldman Sachs and Morgan Stanley. Keywords: [federal reserve](https://search.noagendashow.net/topic/federal-reserve.md), repo rate, [goldman sachs](https://search.noagendashow.net/topic/goldman-sachs.md), [liquidity](https://search.noagendashow.net/topic/liquidity.md), [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md) ### Donald Trump Debt Buyback Strategy and Media Misinterpretation - **Episode:** [824: Clinton Cash](https://search.noagendashow.net/episode/824-clinton-cash.md) - **Published:** 2016-05-13 - **Time:** 1:51:50–1:56:32 - **Transcript:** https://search.noagendashow.net/episode/824-clinton-cash/chapter/donald-trump-debt-buyback-strategy-and-media-misinterpretation.md Donald Trump's comments regarding the national debt and buying back bonds at a discount are defended against media claims that he suggested a default. The hosts explain that Trump was describing a standard financial maneuver involving interest rate fluctuations and currency printing. They argue the New York Times incorrectly reported that Trump intended to force creditors to take losses. Keywords: [donald trump](https://search.noagendashow.net/topic/donald-trump.md), [national debt](https://search.noagendashow.net/topic/national-debt.md), [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [inflation](https://search.noagendashow.net/topic/inflation.md), [chris cuomo](https://search.noagendashow.net/topic/chris-cuomo.md), [new york times](https://search.noagendashow.net/topic/new-york-times.md) ### Senate Bill 2040, Saudi Treasury Threat - **Episode:** [818: Document 17](https://search.noagendashow.net/episode/818-document-17.md) - **Published:** 2016-04-21 - **Time:** 1:13:28–1:18:50 - **Transcript:** https://search.noagendashow.net/episode/818-document-17/chapter/senate-bill-2040-saudi-treasury-threat.md A detailed reading of Senate Bill 2040 reveals the legal framework for holding foreign nations accountable for terrorist acts. Saudi Arabia has reportedly threatened to sell $750 billion in U.S. Treasury bonds if the bill is enacted, a move that could disrupt global financial markets. Keywords: senate bill 2040, [saudi arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [sovereign debt](https://search.noagendashow.net/topic/sovereign-debt.md), [congress](https://search.noagendashow.net/topic/congress.md) ### Federal Reserve Quantitative Easing, Bond Yields and Bank Profits - **Episode:** [553: Hate-Spewing Hashtags](https://search.noagendashow.net/episode/553-hate-spewing-hashtags.md) - **Published:** 2013-10-03 - **Time:** 46:19–50:25 - **Transcript:** https://search.noagendashow.net/episode/553-hate-spewing-hashtags/chapter/federal-reserve-quantitative-easing-bond-yields-and-bank-profits.md A discussion on the Federal Reserve's quantitative easing policy explores how banks borrow money at near-zero interest to purchase U.S. bonds. The hosts speculate on whether the government shutdown is a manufactured crisis designed to raise bond yields and benefit major financial institutions. This economic analysis suggests a potential scheme where market volatility generates billions in profits for the banking sector. Keywords: [federal reserve](https://search.noagendashow.net/topic/federal-reserve.md), [quantitative easing](https://search.noagendashow.net/topic/quantitative-easing.md), [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [interest rates](https://search.noagendashow.net/topic/interest-rates.md), [jp morgan](https://search.noagendashow.net/topic/jp-morgan.md) ### Moody's AAA Rating, China Dagong Downgrade - **Episode:** [327: Aromatic Poo](https://search.noagendashow.net/episode/327-aromatic-poo.md) - **Published:** 2011-08-04 - **Time:** 1:10:01–1:12:41 - **Transcript:** https://search.noagendashow.net/episode/327-aromatic-poo/chapter/moody-s-aaa-rating-china-dagong-downgrade.md Moody's confirmed the United States' Triple-A credit rating, contradicting previous fear-mongering about a potential default. Meanwhile, China's Dagong Global Credit Rating agency downgraded U.S. debt for the second time, highlighting a divergence between Western and Chinese financial assessments. Keywords: [moody's](https://search.noagendashow.net/topic/moody-s.md), dagong, [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [credit rating](https://search.noagendashow.net/topic/credit-rating.md), [china](https://search.noagendashow.net/topic/china.md), s&p ### Treasury Bond Demand, Global Market Instability - **Episode:** [327: Aromatic Poo](https://search.noagendashow.net/episode/327-aromatic-poo.md) - **Published:** 2011-08-04 - **Time:** 1:12:41–1:18:05 - **Transcript:** https://search.noagendashow.net/episode/327-aromatic-poo/chapter/treasury-bond-demand-global-market-instability.md Despite warnings of rising interest rates, U.S. Treasury yields have plummeted as investors seek a "safe haven" from instability in the European Union and the Middle East. The hosts suggest the rating agencies may have used "saber-rattling" as a misinformation tactic to allow big institutional money to buy into bonds at stabilized prices. Keywords: [treasury bonds](https://search.noagendashow.net/topic/treasury-bonds.md), [interest rates](https://search.noagendashow.net/topic/interest-rates.md), [safe haven](https://search.noagendashow.net/topic/safe-haven.md), [greece](https://search.noagendashow.net/topic/greece.md), bond vigilantes, market scam --- This is the markdown version of a page on The No Agenda Show for AI agents. 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