终结“逢低买入”?为何沃什的提名意味着美联储救市门槛大幅提高?

华尔街见闻
Feb 10

沃什获得美联储主席提名可能预示着央行新时代的开启,这一转变将从根本上重塑投资者的风险预期。市场长期依赖的央行兜底机制正面临严峻挑战,对于习惯于流动性支持的金融市场而言,这意味着未来的容错空间将大幅收窄。据Citadel Securities发布的报告,沃什长期以来对美联储资产负债表的扩张持批评态度,认为这扭曲了市场并制造了过度的宽松货币环境。在他看来,美联储目前6.6万亿美元的资产负债表规模需进行...

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