【特朗普的MBS购买计划被比作“准QE”,为交易员带来买入长债的理由】美国总统特朗普要求房利美和房地美购买2000亿美元的抵押贷款支持证券(MBS),此举被市场视为一种“准量化宽松”(准QE)。其核心目的是在不依赖美联储的情况下,通过行政手段直接压低长期市场利率和购房成本,从而对美联储的货...
Sou Hu Cai Jing·2026-01-09 22:47

Core Viewpoint - President Trump's request for Fannie Mae and Freddie Mac to purchase $200 billion in mortgage-backed securities (MBS) is perceived by the market as a form of "quasi-quantitative easing" (quasi-QE) aimed at lowering long-term market interest rates and home buying costs without relying on the Federal Reserve [1] Group 1 - The primary objective of the MBS purchase plan is to exert indirect pressure on the Federal Reserve's monetary policy [1] - The initiative is expected to directly impact the housing market by making mortgages more affordable [1] - This move is seen as a strategic effort to stimulate economic activity through administrative means rather than traditional monetary policy [1]

【特朗普的MBS购买计划被比作“准QE”,为交易员带来买入长债的理由】美国总统特朗普要求房利美和房地美购买2000亿美元的抵押贷款支持证券(MBS),此举被市场视为一种“准量化宽松”(准QE)。其核心目的是在不依赖美联储的情况下,通过行政手段直接压低长期市场利率和购房成本,从而对美联储的货... - Reportify