Wall Street Rollup(@WallStRollup):PIMCO deep dive: The Treasury's doubling of long-end bond buybacks can help liquidity, but can't fix the fundamentals pushing long yields higher. PIMCO sees room to compress the 70bp spread between 30-year Treasuries and swaps, but says fiscal debt, inflation uncertainty, and AI-related issuance are the real drivers of higher yields. Check out the full piece:

Wall Street Rollup

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Wall Street Rollup@WallStRollup

2026.08.28 16:52

PIMCO deep dive: The Treasury's doubling of long-end bond buybacks can help liquidity, but can't fix the fundamentals pushing long yields higher. PIMCO sees room to compress the 70bp spread between 30-year Treasuries and swaps, but says fiscal debt, inflation uncertainty, and AI-related issuance are the real drivers of higher yields. Check out the full piece: