沃什认为美联储的资产负债表“过于臃肿且久期太长”，希望通过财政部发债配合，将美联储持仓从长期国债大幅转向短期国债，这将导致长短期国债期限溢价的走高，从而迫使美联储下调政策利率。 据追风交易台，巴克莱（Barclays） 在其2月10日发布的利率研究报告中指出： 为了在不引爆流动性危机的前提下降低美联储对市场的干预（Reduce the Fed's footprint），美联储可能会放弃追求资产...
Source Link沃什认为美联储的资产负债表“过于臃肿且久期太长”，希望通过财政部发债配合，将美联储持仓从长期国债大幅转向短期国债，这将导致长短期国债期限溢价的走高，从而迫使美联储下调政策利率。 据追风交易台，巴克莱（Barclays） 在其2月10日发布的利率研究报告中指出： 为了在不引爆流动性危机的前提下降低美联储对市场的干预（Reduce the Fed's footprint），美联储可能会放弃追求资产...
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