Market participants are warning that a lack of predictability when it comes to the US Treasury’s debt management strategy could ultimately portend higher borrowing costs https://t.co/pyddYp3mGy ...

The market reaction suggests that this is an important tactical move from the Treasury, a little bit unexpected. I wasn't surprised, what I think, that threat was out there for a while. Like, I think market participants knew that this administration would look to doing things that are unconventional.The general upward pressure that comes every time there's a voracious demand for capital. And that's what we have right now. And I just don't think any of those are going to change, you know, short of a recessio ...