沃什重磅讲话发表在即 摩根大通等华尔街机构敦促着重通胀问题

智通财经
Aug 28
【沃什重磅讲话发表在即 摩根大通等华尔街机构敦促着重通胀问题】多家投资机构敦促美联储主席凯文·沃什强力应对高通胀,以提振长端国债走势。沃什将于周五在杰克逊霍尔发表讲话,如果明确表达对价格稳定的承诺,那么可能会引发市场对美国30年期国债的买盘,该品种收益率上周触及2007年以来最高水平。这么做也将有助于财政部长斯科特·贝森特实现阻止长期国债遭抛售的任务,并控制美国不断膨胀的利息负担。摩根大通、阿波罗全球管理和摩根士丹利的美联储观察人士表示,沃什有机会让市场相信,控制通胀是他的首要任务。如果他能做到,那么“人们对美联储信誉的担忧就会有所缓解”,摩根大通投资管理的投资组合经理Priya Misra表示。

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