According to PANews, OKG Research has analyzed recent developments, noting that U.S. President Donald Trump confirmed tariffs on Canada and Mexico are intended as short-term disruptions, serving more as negotiation tools. However, the latest data from the U.S. Treasury Department reveals a shift in the Treasury General Account (TGA) balance from net outflows to net inflows since February 28, indicating a tightening of market liquidity.
The data shows that from the peak in February to the end of the month, the TGA account experienced a net outflow of $304.89 billion, with an overall outflow of $233.443 billion last month. Without additional liquidity support, the market may struggle to sustain its current upward trend, raising concerns about a potential "all talk, no action" false prosperity.
