美国财政部 TGA 首次出现显著下行,市场流动性有望缓解

链捕手
Nov 19, 2025

ChainCatcher 消息,最新数据显示美国财政部现金余额账户(TGA)首次出现显著下行:财政部现金从 9590 亿美元减少 340 亿美元至 9250 亿美元。

摩根大通交易员认为回购市场压力是本月股市逆转的主要原因。由于政府关门、财政部一般账户(TGA)增加以及量化紧缩(QT)的综合作用,美国财政部此前大量吸收资本,导致金融系统内现金可及性恶化。

现在,美国财政部开始释放资金,市场流动性局面有望缓解。(华尔街见闻)

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