人均背债近11万美元！美联储会议对美债市场表达担忧

Group 1 - The FOMC meeting minutes indicate concerns about the vulnerability of the U.S. Treasury market, particularly regarding the intermediary capabilities of traders and the growing presence of hedge funds [1] - Participants noted that despite sufficient regulatory capital levels, some banks remain susceptible to rising long-term yields and unrealized losses on related assets [1] - The recent passage of the "Stablecoin Innovation Act" mandates stablecoin issuers to hold 1:1 reserves in U.S. dollar assets, which may increase demand for U.S. Treasury assets [1] Group 2 - As of August 12, the total U.S. national debt surpassed $37 trillion, resulting in a per capita debt burden of over $108,000 [3] - The U.S. government has been increasing its debt at an average rate of approximately $1 trillion every 100 days since the passage of the "Fiscal Responsibility Act" in June 2023 [3] - The "debt ceiling" set by Congress needs to be raised or suspended to avoid government shutdowns and debt defaults as national debt continues to rise [3] Group 3 - The U.S. government has initiated fundraising requests to allow citizens to contribute to debt repayment through various payment methods, including mobile payment apps [4] - Concerns about the sustainability of U.S. debt have led to credit rating agencies downgrading the U.S. sovereign credit rating for the first time in history [4] - The FOMC members agreed to maintain the federal funds rate target range at 4.25% to 4.5%, despite some support for a 25 basis point rate cut to prevent further weakening of the labor market [4]