Arthur Hayes：美国正迈向国债豁免之路
2025-06-18 03:12:33
Arthur Hayes发文表示，美国银行监管机构已开始采取行动，计划降低大型银行的增强型补充杠杆率(eSLR)，最多减少1.5个百分点。这一举措标志着美国朝着将国债从银行资本要求计算中豁免的方向迈出了重要一步。虽然目前提案仅调整整体比率而非直接排除国债，但监管机构可能会征求公众意见，讨论是否应将国债从计算中完全剔除。
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