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🧵 2. The $25 trillion US Treasury market needs resilience. During the pandemic, dealer balance sheets couldn't handle the surge in sales.

🧵 3. More Treasury securities are being liquidated in a crisis, straining dealer capacity limits. Official-sector purchase programs can strengthen market resilience.

🧵 4. Central clearing and changes to bank capital levels can reduce future bouts of Treasury market illiquidity. Temporary changes made in 2020 need to be extended.

🧵 5. Encouraging direct buying and selling without dealer intermediation can also improve Treasury market function. Technical changes needed.