景顺:沃什听证会中讯息偏向鸽派 强调联储局独立的重要性

AASTOCKS
Apr 28

景顺首席环球市场策略师Brian Levitt表示,对于沃什(Kelvin Warsh)成为下一任联储局主席人选,他在国会听证会中观察到的讯息偏向鸽派、务实,并尊重制度独立性,而市场反应亦大致认同。他认为沃什的观点组合有利于股市表现,并再次印证其长期以来“不与联储局对抗”的取向。Brian Levitt指,听证会上沃什强调联储局独立性的重要性,并表示在政策制定上将避免不必要地激化与政府的关系。这种...

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