美联储与财政部迎来“新契约”?沃什力主缩表,流动性现实恐成最大绊脚石

华尔街见闻
Feb 03

特朗普提名凯文·沃什担任下任美联储主席,引发市场对美联储与财政部关系或将调整的关注。 沃什长期批评美联储资产负债表规模过大,主张大幅缩减当前6.6万亿美元的债券持有量,并提出应与财政部达成类似1951年“美联储-财政部协议”的新契约,以重新界定央行与财政的政策边界。 财长斯科特·贝森特持有相似立场。对冲基金投资者斯坦利·德鲁肯米勒上周向英国《金融时报》表示,他对二人即将展开的合作感到振奋,称双方...

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