TD Securities: Waller is unlikely to persuade his colleagues to support a Fed rate cut or balance sheet adjustment in the short term

華爾街見聞
2026.01.30 16:01
道明證券美國利率策略主管 Gennadiy Goldberg：凱文·沃什被提名為美聯儲主席，引發市場收益率曲線陡峭化，因市場始終對美聯儲獨立性深感憂慮。 沃什長期批評美聯儲政策，但其批評多指向美聯儲過於鴿派，這使得市場難以對其長期政策走向作出判斷。 他還反對美聯儲動用資產負債表工具。不過主席僅是 12 名投票委員之一，仍需説服同僚支持降息或調整資產負債表政策 —— 這兩項舉措短期內都不太可能實現。當前政策維持現狀，但市場將持續保持緊張，直至沃什明確表態。
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