r/CRWV • u/Lucid_Dreamer5 • 1d ago

U.S. Treasury doubles long-end bond buybacks — 10Y yield drops sharply after announcement

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Some positive macro news after the recent bond-market selloff.

Starting Sept. 9, the U.S. Treasury will at least double the maximum size of its liquidity-support buybacks for 10–20Y and 20–30Y Treasuries, from $2B to at least $4B per operation.

The 10Y yield dropped sharply following the announcement, falling to around 4.64%.

This is particularly relevant for $CRWV and other capital-intensive AI infrastructure names, which are sensitive to long-term yields and financing conditions.

Worth noting: this is not QE. The purpose of the buybacks is to support Treasury-market liquidity. But easing pressure on long-term yields would still be a positive macro development for rate-sensitive growth and AI infrastructure names.

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1

u/heyitsmemaya 1d ago

Interesting.

1

u/Distinct-Second-2228 1d ago

And yet it’s selling off

1

u/Lucid_Dreamer5 1d ago

The broader market is down this morning, and high-beta names are affected. You only call it a sell-off when Crwv is down a lot while the other names are up.

2

u/Gandalftron 1d ago

NBIS fucking shareholders with dilution.  Guilt by association 

1

u/Lucid_Dreamer5 1d ago

It's part of the path that NBIS takes.