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- Indexed issues, last 90 days
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- Sep 30, 2026
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- Sep 30, 2026
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Two and a Half Years (opens the original)
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The AI-linked corporate issuers have termed out to [13.4] years. The US Treasury is funding a $40tn stock at [2.5], against [6.1] in 2024. The private sector locked in duration ahead of the move. The sovereign shortened into it.The instinct is to read that as neglect. It isn’t. It’s policy, announced, with a schedule.On 19 August the Treasury said it would at least double its buybacks of long-dated government debt, running from 9 September through 4 November. Thirty-year bonds rallied and 2s30s
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