Group 1 - The core viewpoint is that the Federal Reserve appears to be waiting for a specific moment regarding the sale of U.S. Treasury bonds by certain economies, which may influence its decision on interest rates [1] - A specific economy previously held over $1.3 trillion in U.S. Treasuries, but this amount is projected to decrease to approximately $68.9 billion by October 2025, indicating a gradual optimization trend [1] - U.S. Treasuries are a crucial global asset, often used by countries as a preferred reserve, helping manage reserves and maintain international balance of payments [3] Group 2 - The dynamics of the U.S. Treasury market are complex, requiring attention not only to the reduction of holdings but also to the phenomenon of increased purchases by other buyers [3] - If more countries begin to reduce their holdings of U.S. Treasuries without new buyers to fill the gap, the market landscape will change significantly [5] - The Federal Reserve's balance sheet will become a critical factor in addressing any funding gaps left by the reduction of U.S. Treasuries [5][7]
美联储现在巴不得东方能早点抛售美债?为啥他们一直不降息,因为他们很清楚
Sou Hu Cai Jing·2025-12-20 03:40