2026-06-10
Liquidity tightening assessment
冲击力 0.6
tightening
持久性: high
Fed balance sheet ~6.73T, Warsh wants faster QT. 30Y above 5.2%. 2Y > 3.75% policy rate ceiling, bond market tightening financial conditions ahead of Fed.
📄 来源: 2026-06-10-warsh-fed-cpi-analysis