BTC $63,825.25 +0.97%
ETH $1,791.65 +2.57%
BNB $575.54 +1.07%
XRP $1.11 +0.75%
SOL $77.81 -0.32%
TRX $0.3305 -0.37%
DOGE $0.0741 +1.33%
ADA $0.1668 +0.10%
BCH $245.45 +3.23%
LINK $7.92 +1.88%
HYPE $67.02 -0.37%
AAVE $96.91 +6.38%
SUI $0.7363 +2.36%
XLM $0.1897 +2.11%
ZEC $504.87 +3.44%
BTC $63,825.25 +0.97%
ETH $1,791.65 +2.57%
BNB $575.54 +1.07%
XRP $1.11 +0.75%
SOL $77.81 -0.32%
TRX $0.3305 -0.37%
DOGE $0.0741 +1.33%
ADA $0.1668 +0.10%
BCH $245.45 +3.23%
LINK $7.92 +1.88%
HYPE $67.02 -0.37%
AAVE $96.91 +6.38%
SUI $0.7363 +2.36%
XLM $0.1897 +2.11%
ZEC $504.87 +3.44%

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
コレクション

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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