华泰宏观:沃什或推动“降息+缩表”政策组合

GateNews

ChainCatcher 消息,据金十报道,华泰宏观研报指出,北京时间 1 月 30 日,特朗普宣布提名凯文·沃什为下一任联储主席。沃什担任联储主席后,可能推动“降息+缩表”的政策组合,且与总统的沟通可能更为顺畅。然而,特朗普政府对资本市场和流动性的呵护仍将保持,货币政策总体取向仍偏宽松。中期来看,联储独立性可能受到侵蚀,美元内在价值下降的趋势或不会改变。

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