加拿大帝国商业银行:美联储资产负债表可能是第四季度的焦点

环球市场播报
Feb 03

  加拿大帝国商业银行策略师Michael Cloherty、Arjun Ananth和Ian Pollick在报告中写道,美联储资产负债表的问题进展缓慢,这意味着相关议题最早也要到第四季度才可能被提上“优先议程”。

  他们写道,“资产负债表这跟‘导火线’可能相对较长”,并提醒投资者至少等到第四季度末再考虑消化任何潜在影响。

  策略师推测沃什的优先事项如下:

  积极融入联邦公开市场委员会(FOMC)其他成员和美联储工作人员之中;

  将美联储研究人员的工作重心转向对未来货币政策决策具有直接影响的议题;

  精简美联储的运作流程;

  重启部分监管举措,例如调整全球系统重要性银行(G-SIB)缓冲资本的计算方式;

  对银行监管流程进行微调;

  重新讨论资产负债表的适当规模。

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责任编辑:丁文武

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