“The Treasury's intervention in the bond market raises the importance of Warsh's Jackson Hole comments as the real problem was that as yields rose, the dollar dropped, which is abnormal, This relates back to AI because now the AI spend is increasingly dependent on debt,”

Richard Reyle · said date not stated · reported 2026-08-24

Richard Reyle commented on the Treasury's bond market intervention and the importance of Warsh's upcoming Jackson Hole comments.