BTC $78,782.09 +1.91%
ETH $2,479.07 +1.35%
BNB $706.74 +0.98%
XRP $1.48 -1.05%
SOL $100.03 +5.57%
TRX $0.3449 +0.48%
DOGE $0.0901 -2.43%
ADA $0.2216 -0.65%
BCH $270.88 -0.53%
LINK $11.66 +1.98%
HYPE $78.80 -2.75%
AAVE $132.22 -5.25%
SUI $0.7982 -4.01%
XLM $0.1938 -1.60%
ZEC $829.58 -0.85%
BTC $78,782.09 +1.91%
ETH $2,479.07 +1.35%
BNB $706.74 +0.98%
XRP $1.48 -1.05%
SOL $100.03 +5.57%
TRX $0.3449 +0.48%
DOGE $0.0901 -2.43%
ADA $0.2216 -0.65%
BCH $270.88 -0.53%
LINK $11.66 +1.98%
HYPE $78.80 -2.75%
AAVE $132.22 -5.25%
SUI $0.7982 -4.01%
XLM $0.1938 -1.60%
ZEC $829.58 -0.85%

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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