华尔街对沃什缩表计划持怀疑态度——市场快讯

投资观察
Apr 15

凯文·沃什长期主张美联储应缩减资产负债表规模,但华尔街对其担任美联储主席后实现这一目标的能力表示怀疑。纽约联储每年八次向主要交易部门开展问卷调查,其中一项问题旨在收集对未来美联储资产负债表变化的预测。今年1月沃什获提名前,调查中值预测显示至2028年底美联储资产负债表规模将达7.384万亿美元;而在沃什提名后的首次最新调查中,预测值仅微降至7.35万亿美元。当前美联储资产负债表总额为6.694万亿美元。由此可见,华尔街坚信美联储资产规模将持续扩张而非收缩。

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