比推消息,Evercore ISI 的克里希纳·古哈(Krishna Guha)表示,凯文·沃什(Kevin Warsh)在通胀问题上的强硬立场可能被夸大了。虽然他的提名最初推高了收益率并压低了金价,但沃什更应被视为一位务实的保守派,他能够区分供给驱动型通胀和需求驱动型通胀——这使他治下的美联储政策可能更加灵活。
比推消息,Evercore ISI 的克里希纳·古哈(Krishna Guha)表示,凯文·沃什(Kevin Warsh)在通胀问题上的强硬立场可能被夸大了。虽然他的提名最初推高了收益率并压低了金价,但沃什更应被视为一位务实的保守派,他能够区分供给驱动型通胀和需求驱动型通胀——这使他治下的美联储政策可能更加灵活。
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