美联储理事沃勒支持继续缩表 增加短期资产比重

Core Viewpoint - The Federal Reserve should continue to reduce the size of its balance sheet and adjust its structure to a higher proportion of short-term assets, without requiring a significant overall decrease [1] Group 1: Balance Sheet Management - The Federal Reserve can continue to allow securities to naturally exit the balance sheet through maturity and early repayment, thereby reducing reserve balances [1] - The current level of reserves in the banking system is described as "ample," exceeding what the Federal Reserve considers "adequate" [1] - Ideally, reserve levels should be around $2.7 trillion, while the overall balance sheet should be controlled at approximately $5.8 trillion, compared to the current size of about $6.7 trillion [1]