【或许就在下周,“RMP”这个词会刷屏全市场,并被认为是“新一代QE”】美联储停止缩表,“量化紧缩”时代终结,市场瞩目的RMP(储备管理购买)或将开启新一轮扩表,或每月净增200亿美元流动性。美联储能否平抑回购市场动荡、改写货币政策走向,成为华尔街最关注的看点。
Sou Hu Cai Jing·2025-12-04 09:54

Core Viewpoint - The Federal Reserve's potential implementation of RMP (Reserve Management Purchases) may signal the end of the "quantitative tightening" era and could lead to a new round of balance sheet expansion, with a possible monthly liquidity increase of $20 billion [1] Group 1 - The Federal Reserve is expected to halt its balance sheet reduction, marking a significant shift in monetary policy [1] - RMP is anticipated to be widely discussed in the market, potentially being labeled as the "next generation QE" [1] - The ability of the Federal Reserve to stabilize the repo market and alter the direction of monetary policy is a key focus for Wall Street [1]

【或许就在下周,“RMP”这个词会刷屏全市场,并被认为是“新一代QE”】美联储停止缩表,“量化紧缩”时代终结,市场瞩目的RMP(储备管理购买)或将开启新一轮扩表,或每月净增200亿美元流动性。美联储能否平抑回购市场动荡、改写货币政策走向,成为华尔街最关注的看点。 - Reportify