1. The People's Bank of China (PBOC) conducted 500 billion yuan of outright reverse repurchase operations today.
2. The PBOC's net injection of 50 billion yuan into the open market in July was through open market operations.
3. The Ministry of Finance reissued the 2026 ultra-long-term special treasury bonds for the third time.
4. The Ministry of Finance issued 15 billion yuan of RMB treasury bonds in Hong Kong today.
5. The Ministry of Finance plans to issue 2026 book-entry discount (47th tranche) treasury bonds, with a total face value of 20 billion yuan.
6. Blackstone plans at least $36 billion in debt financing to support the Anthropic chip deal.
7. "Federal Reserve mouthpiece": Bessant's policy response function has shifted to a less dovish stance.
8. Fed's Schmid: Tighter monetary policy is needed to curb inflation.
9. Citadel Securities predicts chip demand will trigger a $500 billion debt financing boom.
10. BlackRock: Even if the Fed holds rates steady, US Treasury yields will still rise.
11. Bond funds shift to European bonds: UBS increases holdings of German bonds, while Barings shifts to Italian, Spanish, and French bonds.
