机构:美债回购引发政策分歧 市场警惕财政操作干扰美联储

格隆汇
5 hours ago
瑞讯银行策略师Ipek Ozkardeskaya表示,美国财政部通过购买债券压低收益率,可能阻止市场充分计入通胀和财政风险,也可能限制市场对美联储政策决定作出充分反应。因此,这可能增加美联储将通胀拉回2%目标附近的难度,而这正是美联储主席沃什可能希望避免的情况。她补充称,沃什“不希望在全世界面前显得像个傻瓜”。Ozkardeskaya表示,本周举行的杰克逊霍尔会议可能会进一步明确美联储将如何融入政府的政策计划。

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