华尔街策略师:投资者对美联储独立性的担忧日渐明显 抗通胀交易渐热

市场资讯
Sep 04

华尔街策略师观察到,随着美国总统特朗普寻求将他的意愿强加于美联储并推动其降息,有迹象显示,投资者对美联储独立性的担忧正在加剧。摩根大通团队指出,在特朗普挑选与他关系亲密的顾问Stephen Miran加入美联储,并推动撤换理事丽莎·库克后,股市、债市和金市的持仓情况表明,投资者正为潜在的通胀上升做准备。高盛分析师Samantha Dart等人表示,美国制度公信力面临的“日益增长的担忧”正在催生“重大的尾部风险”,可能引发包括黄金在内的大宗商品价格的飙升。

责任编辑:山上

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