裁了鲍威尔也无济于事?大摩:"美联储影子主席"恐难撼动货币政策现状

华尔街见闻
14 Jul

"美联储影子主席"或许并不会像外界预期的那样,能够立即扭转美国的货币政策航向。 随着近期特朗普多次明确表达希望美联储进一步降息的立场,鲍威尔继任者人选成了市场近期焦点。 然而,摩根士丹利最新分析认为,即便白宫在现任主席鲍威尔任期结束前就提名一位“影子主席”进入美联储理事会,由于联邦公开市场委员会的内部动态和制度惯性,美联储的政策反应函数在短期内也难有实质性改变。 摩根士丹利首席经济学家Seth ...

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