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Article

Treasury Turns Long-Bond Buybacks Into a Yield-Control Test

Treasury said it will raise maximum liquidity-support buybacks in the 10-to-20-year and 20-to-30-year nominal coupon sectors from $2 billion to at least $4 billion per operation beginning September 9, 2026. Follow-up reporting from AP, Reuters and Axios shows…

Liquidity, QE/QT & Collateral (💧🏦)
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Article

The Iran Deal Hits Its First Control Failure Before Talks Begin

U.S.-Iran talks planned around June 19 at Switzerland’s Bürgenstock resort were postponed after Vice President JD Vance did not travel and Iranian officials also did not arrive as planned. Reporting from AP, Reuters and Axios tied the delay to both logistics …

Middle East & Energy Geopolitics (🛢️🔥)
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Article

G7 Turns Frontier AI Into a Sovereignty-and-Access Bargain

G7 leaders used the final day of the Évian summit to put artificial intelligence in front of heads of government and major AI executives. The immediate question was safe deployment, but the deeper fight is over who controls access to frontier models, compute,…

Global Regimes & Realignments (🌍🧭)
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