高盛如何看沃什?市场总“误判”新美联储主席,沃什“缩表”很难,而降息是获提名前提

华尔街见闻
Feb 03

特朗普提名沃什出任下届美联储主席后,市场迅速押注更鹰派的资产负债表政策,但高盛认为市场可能误判。 华尔街见闻提及,1月30日,特朗普提名前美联储理事凯文·沃什为下一任美联储主席。消息公布后,长期债券收益率小幅上涨,美元反弹,贵金属重挫。市场似乎正为其“鹰派”的资产负债表观点定价。 但近期,高盛交易和研究团队纷纷就沃什进行深度分析,认为市场可能再次误判了新美联储主席的实际立场。 高盛外汇策略师...

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