TS Lombard首席经济学家Stephen Blitz认为,美联储重启资产负债表购买操作,实质是为财政部支出提供融资保障,两大机构资产负债表实正走向“合并”。随着Kevin Hassett等潜在继任者进入美联储,贝森特将实际上成为他的“老板”,财政部将主导融资策略,即通过短端注入流动性压低融资成本,而这种廉价资金策略将推高2026年通胀。周日,TS Lombard首席美国经济学家Stephen...
Source LinkTS Lombard首席经济学家Stephen Blitz认为,美联储重启资产负债表购买操作,实质是为财政部支出提供融资保障,两大机构资产负债表实正走向“合并”。随着Kevin Hassett等潜在继任者进入美联储,贝森特将实际上成为他的“老板”,财政部将主导融资策略,即通过短端注入流动性压低融资成本,而这种廉价资金策略将推高2026年通胀。周日,TS Lombard首席美国经济学家Stephen...
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