Feb 09, 2026

Kevin Warsh Fed Treasury Accord: Market Liquidity Surge or Bond Crisis Ahead?

TLDR: Warsh’s Fed Treasury Accord could bring rate cuts to 2.75-3.0% range while reshaping balance sheet policy  Lower real yields typically push capital toward equities, gold, and crypto as bond returns compress significantly  Reduced Fed support for long-term bonds combined with heavy Treasury issuance may trigger yield volatility  International cases show yields stay low, liquidity [...]

The post Kevin Warsh Fed Treasury Accord: Market Liquidity Surge or Bond Crisis Ahead? appeared first on Blockonomi.

Source: Blockonomi →