特朗普政府下令房利美和房地美购买2000亿美元抵押贷款支持证券（MBS），财政部长贝森特明确此举旨在对冲美联储每月约150亿美元的缩表规模。受此影响，MBS利差收窄，市场预计房贷利率或下降0.25%。然而，这一“影子QE”引发了投资者对行政权力干预市场定价及削弱美联储独立性的担忧。面对居高不下的住房成本，特朗普政府直接绕过美联储，动用行政力量干预抵押贷款市场，试图通过“对冲”美联储的缩表来压低...
Source Link特朗普政府下令房利美和房地美购买2000亿美元抵押贷款支持证券（MBS），财政部长贝森特明确此举旨在对冲美联储每月约150亿美元的缩表规模。受此影响，MBS利差收窄，市场预计房贷利率或下降0.25%。然而，这一“影子QE”引发了投资者对行政权力干预市场定价及削弱美联储独立性的担忧。面对居高不下的住房成本，特朗普政府直接绕过美联储，动用行政力量干预抵押贷款市场，试图通过“对冲”美联储的缩表来压低...
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