u/IvoryTowerResident

WASHINGTON, D.C. The U.S. Department of the Treasury is increasing, by at least double, the size of liquidity support buyback operations for longer-dated nominal coupon securities (the 10-year to 20-year sector and the 20-year to 30-year sector).  The current maximum size of $2 billion per operation will be at least $4 billion per operation. 

This change is effective September 9, 2026 and will be in effect for the remainder of this refunding quarter (through November 4, 2026).  Treasury will provide more information about future buyback sizes at the next Quarterly Refunding, scheduled for November 4, 2026. 

This increase in buyback operation sizes reflects Treasury’s desire to provide greater liquidity support in longer-dated nominal sectors where there is consistent strong sponsorship from market participants, as evidenced by the significant volume of  high-quality offers Treasury routinely receives in longer-dated buyback operations.

An updated tentative Treasury buyback schedule will be released at a later date.

https://home.treasury.gov/news/press-releases/sb0607

Thank you Mr. Bessent

https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-bolsters-national-security-and-strengthens-u-s-supply-chains-by-imposing-tariffs-on-drones-and-their-parts-and-components/

>SECURING AMERICAN DRONE DOMINANCE: Today, President Donald J. Trump signed a Proclamation to address the national security threat posed by imports of drones and their components, including by strengthening America’s drone industry and supply chain.

>The Proclamation imposes a 100% ad valorem tariff on drones of a certain size or with certain capabilities that are particularly sensitive for national security purposes, docking stations of these drones, and certain critical components of these drones. This drone category includes drones with a maximum takeoff weight of more than 25 kilograms and drones with thermal imaging capabilities. 

>The Proclamation imposes a 25% ad valorem tariff on certain drones that are smaller in size and lack certain capabilities that particularly implicate national security, and on other drone components. 

>The Proclamation imposes a 15% ad valorem tariff on drones and components from the European Union, Japan, Liechtenstein, Republic of Korea, Switzerland, and Taiwan, and a 10% ad valorem tariff for drones from the United Kingdom, provided that substantially all hardware, software, and technology originates from within these countries and the United States.  

>The Proclamation authorizes the Secretary of Commerce to establish an onshoring program for companies making new investments in manufacturing drones and drone components. 

>The tariffs will take effect 21 days after signing.  For components of drones that are not particularly sensitive, the tariffs will take effect 180 days after signing.  

>For products and components that the Department of War has approved for an exemption from the Federal Communications Commission’s Covered List within 20 days of signing, the tariffs will take effect 180 days after signing. 

>STRENGTHENING NATIONAL SECURITY: President Trump’s drone tariff program will protect the national security of the United States and its defense and defense-adjacent industrial base, supporting and creating American jobs. 

>Drones are a key technology in modern armed conflict and critical for present and future U.S. military operations. 

>Drones used for both commercial and U.S. military purposes rely on foreign sources for critical Unmanned Aircraft System (UAS) components, which poses significant risks to U.S. national security and creates cybersecurity vulnerabilities. 

>U.S. drone production needs to be expanded rapidly to ensure U.S. national and economic security. 

>BUILDING ON A RECORD OF SECURING CRITICAL INDUSTRIES: President Trump has long recognized that America’s national security and economic strength depend on rebuilding key sectors of our industrial base. 

>In his first term, President Trump revolutionized international trade by using Section 232 to address decades of short-sighted, globalist trade policies that hollowed out our domestic steel and aluminum industries, impairing our national security.

>Since returning to office, President Trump has continued taking actions under Section 232 to protect and strengthen domestic manufacturing critical to our national and economic security, including imposing and strengthening tariffs on key goods such as steel, aluminum, copper, trucks, automobiles, timber, lumber, and pharmaceuticals.

>In June 2025, President Trump signed an Executive Order unleashing American drone dominance to ensure continued American leadership in the development, commercialization, and export of drones by prioritizing U.S.-manufactured drones, promoting their export and taking action to ensure our technology remains secure from undue foreign influence and exploitation.

>In June 2025, President Trump signed an Executive Order to ensure American sovereignty over its skies and a safe and secure airspace to counter the then-escalating misuse of drones.

>Through negotiations with foreign trading partners and the strategic use of tariffs, President Trump has secured trillions in private and foreign investment to bring American jobs and manufacturing back to the United States while diversifying global supply chains and reducing dependence on adversarial nations.

Names to look at KTOS, ONDS, RCAT, AVAV, UMAC

So he makes a X account just to post this

https://www.cnbc.com/2026/07/24/nvidia-microsoft-meta-open-weight-ai-models.html

>Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urging policymakers to avoid “premature restrictions” on open-weight artificial intelligence models that would “stifle competition or drive innovation overseas.”

>Open-weight AI models are available for users to download, modify and run on their own infrastructure, and they have been the subject of fierce debate within the tech sector in recent weeks.

>Chinese open-weight models are gaining steam against leading offerings from American companies like OpenAI and Anthropic, which primarily develop proprietary, closed models. Officials and executives have been weighing whether or not to restrict access to Chinese models in the U.S.

>Moonshot AI, a Chinese startup, amplified concerns earlier this month after releasing a model called Kimi K3 that outperforms cutting-edge American offerings across some industry benchmarks. U.S. Treasury Secretary Scott Bessent told CNBC on Tuesday that the Trump administration would look into whether Chinese companies were stealing American intellectual property, and stated that the government has “the ability to sanction them because of this theft.”

>But in the letter on Friday, the group of U.S. tech companies cautioned against any rash actions. They wrote that open-weight models strengthen competition and ensure that the benefits of the technology are “broadly shared rather than concentrated in a few hands.”

>“Relying solely on closed models is not inherently safe: they can be breached, misused, or fail in ways that outsiders cannot detect,” the letter said. “And concentrating advanced AI capabilities behind a small number of closed models compounds that risk.”

>Nvidia CEO Jensen Huang and Microsoft CEO Satya Nadella both shared the letter on their personal social media accounts.

Passing real estate

Apple is lobbying the Trump administration for clearance to buy memory chips from CXMT, a Chinese company that the Pentagon has put on a blacklist because of alleged connections to the People’s Liberation Army, according to six people familiar with the matter. The iPhone maker has waged a lobbying campaign to get the blessing from the White House to help ease the financial pressure on the company from the rise in memory chip prices. One person said Apple approached the commerce department more than a month ago, but the tech company has been targeting other officials across the administration and allies in Washington. Apple is not barred from buying chips from CXMT, or YMTC, another Chinese memory chipmaker. But the Pentagon has put both companies on its Chinese Military Company blacklist. The so-called 1260H list contains dozens of Chinese groups with alleged ties to the PLA that undermine US national security

https://www.ft.com/content/d72a25e2-7bde-4aa9-bd8d-0c4f3d6cb2cb?syn-25a6b1a6=1