沃什提名引发政策逻辑重估,美联储或转向“缩表+降息”的组合模式

链捕手
Feb 05

ChainCatcher 消息,在亚洲交易时段,受美联储主席提名人凯文·沃什相关预期的推动,美债收益率全线微跌。德国商业银行分析师 Erik Liem 在报告中指出,特朗普提名凯文·沃什加强了市场的一种预期,即美联储未来可能不会像过去那样沉重地依赖资产负债表手段。

与此同时,美国财政部维持拍卖规模稳定的决定符合市场预期,尽管官方表示仍在评估未来增加票据、债券及浮动利率债券拍卖规模的可能性。

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