尽管凯文·沃什接任美联储主席的提名预计将顺利获得通过,但高盛经济学家戴维·梅里克勒在致客户报告中指出,这一领导层变动在未来数月内可能不会立即引发美联储政策立场的转变。
梅里克勒分析称:"当联邦公开市场委员会内部存在分歧时,新任主席在推动降息方面的影响力或许不及鲍威尔。"即便不考虑沃什的个人影响力,这位即将上任的主席对降息的迫切程度也未必会超过鲍威尔,特别是在中东地区冲突不确定性持续高企的背景下。
不过,高盛仍维持此前预测,认为美联储将在9月和12月各降息25个基点,坚持其关于年底前货币政策将走向宽松的判断。
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