Special Report(@SpecialReport):WHY ARE BOND YIELDS SHIFTING? "They have tapped all of their cash and now they are going to the markets. The number one buyer out there, who has now become the number one consumer of liquidity, that leaves a very small number of buyers and they get to demand higher yields. That’s one of the reasons." @cvpayne Payne breaks down the complex factors driving Treasury yields, explaining how giant tech "hyper scalers" have shifted from being cash-flush buyers of assets to becoming major consumers of liquidity in the open market, forcing higher yields and prompting action from the Federal Reserve.

2026.09.17 22:21

WHY ARE BOND YIELDS SHIFTING? "They have tapped all of their cash and now they are going to the markets. The number one buyer out there, who has now become the number one consumer of liquidity, that leaves a very small number of buyers and they get to demand higher yields. That’s one of the reasons." @cvpayne Payne breaks down the complex factors driving Treasury yields, explaining how giant tech "hyper scalers" have shifted from being cash-flush buyers of assets to becoming major consumers of liquidity in the open market, forcing higher yields and prompting action from the Federal Reserve.