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

华尔街见闻
2026.01.30 16:01
道明证券美国利率策略主管 Gennadiy Goldberg：凯文·沃什被提名为美联储主席，引发市场收益率曲线陡峭化，因市场始终对美联储独立性深感忧虑。 沃什长期批评美联储政策，但其批评多指向美联储过于鸽派，这使得市场难以对其长期政策走向作出判断。 他还反对美联储动用资产负债表工具。不过主席仅是 12 名投票委员之一，仍需说服同僚支持降息或调整资产负债表政策 —— 这两项举措短期内都不太可能实现。当前政策维持现状，但市场将持续保持紧张，直至沃什明确表态。
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