美国利率策略：沃什执掌美联储后的美国国债走向-US Rates Strategy-A Kevin Warsh-led Federal Reserve and US Treasuries

January 30, 2026 11:19 PM GMT US Rates Strategy | North America A Kevin Warsh-led Federal Reserve and US Treasuries A Kevin Warsh-led Fed should lead to a steeper yield curve over time, assuming communication and balance sheet policy adheres to views he previously expressed. The potential for more monetary policy surprises and less consensus among investors about its future path should raise realized volatility. Key Takeaways Please add me to your distribution list. MORGAN STANLEY & CO. LLC | M US Rates Str ...