机构:特朗普若对鲍威尔下手,美国经济或将陷入衰退

美港电讯
20 Apr

【机构:特朗普若对鲍威尔下手,美国经济或将陷入衰退】金十数据4月20日讯,Evercore ISI分析师表示,特朗普政府任何试图解雇美联储主席鲍威尔的举动“将导致滞胀交易激增”,但他们认为这种行动的实现“不太可能”。通过债券和外汇市场的动向可以看出,市场已经对特朗普的经济政策失去信心。然而,目前尚无迹象表明市场对美联储失去信心,因为预期通胀的指标仍然保持在较低水平。任何破坏联储独立性的举动都将导致长期收益率因通胀风险飙升、收益率曲线急剧陡峭化、美元暴跌,以及包括股票风险溢价在内的各类风险溢价全面上升,这很可能直接引发一场经济衰退。

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