全球利率观点 外汇 - SOFR 前瞻：2026 年-FX-Sofr primer_ 2026 edition

Accessible version Global Rates Viewpoint FX-Sofr primer: 2026 edition Primer Key takeaways Structural changes in relative liquidity The global liquidity outlook is changing as global central banks part ways on balance sheet management. In the US, the Federal Reserve stopped quantitative tightening (QT) and is increasing its balance sheet via bill purchases. In the UK and Japan, the Bank of England and Bank of Japan are reducing their respective pace of QT. In the euro area, the European Central Bank remain ...