The Kobeissi Letter:新一轮流动性已经到来

金色财经报道,12月16日The Kobeissi Letter发文表示,新一轮流动性已经到来。上周美国财政部一般账户(TGA)减少780亿美元,创下6月以来最大单周流动性注入。TGA是美国政府在美联储的主要现金账户,账户余额下降时,资金将直接流入金融体系,从而提振流动性。这是今年以来第四大单周减少。与此同时,美联储计划在12月12日至1月14日期间通过储备管理购买计划购买约400亿美元的国债。此外,美联储还将利用其抵押贷款支持证券(MBS)的约144亿美元本金支付,在同一时期购买国债。

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