Mike：T-bill 发行持续抽水，流动性趋紧、CDS 利差走阔
On top of that, T-bill issuance is still running, and that will keep draining liquidity and pressuring overnight rates. At some point, all of this cat...
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Michael MOTTCM 分析称，T-bill（短期国库券）发行仍在持续，将继续消耗流动性并给隔夜利率带来压力。CDS 利差在走阔，流动性趋紧，指数越来越依赖板块轮动来支撑。他表示这些问题终将波及市场，裂缝已开始显现。
来源：@MichaelMOTTCM · x.com