Financial Mechanics Workbench

US Treasury Buyback & Yield Curve Dynamics

Simulating debt management operations, duration extraction, and bond price vs. yield shifts following Scott Bessent's Treasury buyback directive.

Yield Curve Shift
-18.5 bps
Avg Price Change
+1.42%
Net Duration Removed
4.12 yrs
Monthly Absorption
$60.0B
Yield Curve & Secondary Bond Valuation Baseline vs. Buyback Adjusted
Baseline Yield
Post-Buyback Yield
Secondary Bond Price ($)
Tenor Base Yield Sim Yield Shift (bps) Price ($/100) Buyback ($B)
Inverse Price-Yield Mechanic: Direct Treasury market purchases reduce available bond supply in private hands. As Treasury bids aggregate demand, bond prices rise ($100 par increases), which mathematically depresses the running yield-to-maturity (YTM).
Policy & Purchase Parameters
Total Monthly Buyback Pace $60 B/mo
1Y Bills Allocation 10%
2Y-5Y Belly Notes 30%
10Y Benchmark Notes 40%
30Y Long Bond 20%
Market Impact: Belly to long-end yields contract as concentrated purchasing increases secondary bond prices, while expanded T-bill issuance steepens front-end term spread.
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