美国银行:货币基金消纳美国特朗普政府长端债券供应的空间有限。
news flash·2025-07-29 13:59
Core Viewpoint - The capacity of money market funds to absorb the long-term bond supply from the Trump administration is limited [1] Group 1 - The supply of long-term bonds from the Trump administration is expected to increase, but money market funds may not have sufficient capacity to absorb this supply [1] - The analysis suggests that the demand for long-term bonds may not keep pace with the increased issuance, leading to potential market challenges [1] - The report highlights the implications for interest rates and overall market liquidity as the government continues to issue bonds [1]