Group 1 - The core viewpoint is that the current leverage requirements have led to unexpected consequences in the market, as stated by Federal Reserve Vice Chair Michelle Bowman [1] - Bowman indicated that she may support a rate cut as early as July, reflecting a potential shift in monetary policy [1] - Concerns have been raised regarding how the capital buffer rules are limiting lending institutions' ability to trade in the $29 trillion U.S. Treasury market, suggesting a need for reevaluation [1]

美联储负责监管的副主席Michelle Bowman警告称，现行的杠杆率要求已在市场产生意外后果。对于利 率，她表示支持最快7月降息。Bowman表示，考虑到该杠杆率规定限制了贷款机构在29万亿美元国债 市场的交易，现已"到了重新审视"这一关键资本缓冲机制的时机。"杠杆率对银行做市商的影响可能给 美国国债市场带来更广泛后果，"Bowman周一在布拉格一个研究会议上发表书面演讲称，"一旦发现新 的意外后果——即监管制定时未预见的问题，我们必须考虑如何重新审视早期的监管和政策决策。"(新 浪财经) ...