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Sunny Bangia (Bloomberg equity strategist) sizes Bessent's Treasury buyback room at just under $400B (TGA ~$900B drawn to $500B), i.e. a $10-15B program that can move yields short term but not fix why they rise
So, the Treasury general account has built up to about 900 billion, just under $900 billion. If he looks to bring that down to 500 billion, so he's got room with about just shy of $400 billion worth of buying that he can do.
Bangia tells Bloomberg anchors Korean equities are breaking out on Samsung/SK Hynix buybacks, returning foreign flows and GPT-6 driven semi demand
Korea seems to be bucking the trend, and that's a function of, firstly, Korean corporates are out there buying back their own stock, namely Samsung Electronics and SK-Hynix
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