格隆汇7月21日|巴克莱利率策略团队在最新报告中警告,解雇美联储主席鲍威尔非但不会加速FOMC降息进程,反而可能引发政策反噬。报告指出:“若市场质疑美联储独立性导致通胀预期升温、长期收益率攀升,FOMC甚至可能延长按兵不动周期或重启加息。”策略师认为,即便任命新美联储主席也难以实质性放宽货币政策,因其仍需与其他11位FOMC票委达成共识。
Source Link格隆汇7月21日|巴克莱利率策略团队在最新报告中警告,解雇美联储主席鲍威尔非但不会加速FOMC降息进程,反而可能引发政策反噬。报告指出:“若市场质疑美联储独立性导致通胀预期升温、长期收益率攀升,FOMC甚至可能延长按兵不动周期或重启加息。”策略师认为,即便任命新美联储主席也难以实质性放宽货币政策,因其仍需与其他11位FOMC票委达成共识。
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