BTC $62,983.10 +0.00%
ETH $1,880.96 +0.30%
BNB $609.75 +0.63%
XRP $1.00 -0.12%
SOL $75.48 +0.48%
TRX $0.3316 -0.29%
DOGE $0.0697 -0.04%
ADA $0.1771 -0.81%
BCH $204.49 +1.11%
LINK $9.55 +7.36%
HYPE $56.91 +2.16%
AAVE $86.54 -0.07%
SUI $0.6780 -0.11%
XLM $0.1587 -0.49%
ZEC $485.97 -0.59%
BTC $62,983.10 +0.00%
ETH $1,880.96 +0.30%
BNB $609.75 +0.63%
XRP $1.00 -0.12%
SOL $75.48 +0.48%
TRX $0.3316 -0.29%
DOGE $0.0697 -0.04%
ADA $0.1771 -0.81%
BCH $204.49 +1.11%
LINK $9.55 +7.36%
HYPE $56.91 +2.16%
AAVE $86.54 -0.07%
SUI $0.6780 -0.11%
XLM $0.1587 -0.49%
ZEC $485.97 -0.59%

華泰マクロ:ウォッシュは「利下げ+バランスシート縮小」政策の組み合わせを推進する可能性がある

2026-01-31 14:22:44

据金十报道,华泰宏观研报指出,北京时间 1 月 30 日,特朗普宣布提名凯文·沃什为下一任联储主席。沃什担任联储主席后,可能推动"降息+缩表"的政策组合,且与总统的沟通可能更为顺畅。然而,特朗普政府对资本市场和流动性的呵护仍将保持,货币政策总体取向仍偏宽松。中期来看,联储独立性可能受到侵蚀,美元内在价值下降的趋势或不会改变。

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