华尔街投行认真解读了“海湖庄园协议”:美国债务重组,建议“让美联储置换零息国债”

华尔街见闻
07 Mar

特朗普政府拟议的海湖庄园协议在华尔街掀起了一场“解读潮”。 经济顾问委员会提名人Stephen Miran在一份广为流传的论文中,将关税定位为双重工具:既是贸易谈判的“大棒”,也是政府收入的重要来源。TS Lombard分析师Steven Blitz则指出: “无论多少比例的关税最终转嫁到价格上,100%的关税收入都将流入联邦国库,这正是政府急于实施关税的原因。” 他还将“海湖庄园协议”描述为...

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