美联储独立运作的理念正面临空前挑战,而特朗普对鲍威尔的持续施压正引发市场对央行政策前景的重新评估。然而,摩根大通认为,市场无需过度担心。 摩根大通股票衍生品销售团队的Ilan Benhamou在给客户的最新报告中表示,过去几十年来,美联储一直在政治压力下运作,并非特朗普时期的特例。该行认为,鲍威尔是否被解雇并不重要,重要的是鲍威尔任期即将到期,无论下一任主席是谁,鸽派的势力会越来越大,美股或在降息...
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