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BTC $66,704.63 -1.54%
ETH $1,953.09 -1.30%
BNB $612.17 +0.09%
XRP $1.37 -0.97%
SOL $79.88 -2.83%
TRX $0.2779 +0.85%
DOGE $0.0915 -0.60%
ADA $0.2576 -0.64%
BCH $507.91 -2.12%
LINK $8.38 -0.33%
HYPE $30.22 +3.40%
AAVE $108.06 +0.21%
SUI $0.9065 -0.54%
XLM $0.1562 +0.13%
ZEC $237.09 +0.73%

중신증권: 현재 미국 금융 시장 환경은 축소 조건을 갖추고 있지 않다

2026-02-05 08:36:41
수집

据金十报道,中信证券研报指出,尽管沃什在 2025 年多次提及降息和缩表的政策方向,但考虑到 1 月美国资金市场流动性压力有所缓解,当前准备金占 GDP 比重仍为 10% 左右,美联储持有资产占 GDP 比重为 20% 左右,接近疫情前水平。

因此,整体而言,当前美国金融市场环境不具备缩表的条件。

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