Odaily星球日报讯 近期美国预算法案“美丽大法案”很可能通过投票并成为法律,包括美联储理事沃勒在内的美联储官员出人意料地提出 7 月可能降息,美联储理事会则开始讨论放开银行监管的要求。德意志银行称,这份计划的主要内容包括:美国国债的所有权从外国投资者向国内投资者转移,提高国内金融压制(financial repression),大力推动美元稳定币,给美联储施压令其降息以及让美元显著走软。 德银全球外汇研究主管 George Sarevelos 在近期发布的报告中称,这些事件看起来没有联系,但实际上预示着未来几年美国宏观经济政策组合可能发生重大变化,他们将这种转变称之为“宾夕法尼亚计划”,以美国财政部位于华盛顿特区所在街道命名,并称该计划旨在帮助美国政府应对天量的债务。
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