尽管沃什最近主张降低利率,但他在资产负债表问题上更偏鹰派。不过德银认为"降息与缩表并行"实施前提是监管改革降低银行的储备金需求,短期内可行性存疑。市场需要密切关注新任主席能否在特朗普要求大幅降息的压力下保持独立性,以及其政策信誉的建立过程。德银分析沃什若当选美联储主席,其政策主张可能呈现"降息与缩表并行"的独特组合。12月16日,华尔街见闻提及,美国总统特朗普接受媒体采访时称,前美联储理事凯文·...
Source Link尽管沃什最近主张降低利率,但他在资产负债表问题上更偏鹰派。不过德银认为"降息与缩表并行"实施前提是监管改革降低银行的储备金需求,短期内可行性存疑。市场需要密切关注新任主席能否在特朗普要求大幅降息的压力下保持独立性,以及其政策信誉的建立过程。德银分析沃什若当选美联储主席,其政策主张可能呈现"降息与缩表并行"的独特组合。12月16日,华尔街见闻提及,美国总统特朗普接受媒体采访时称,前美联储理事凯文·...
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