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下任美联储主席呼之欲出?美债收益率刷新日低

日期:2017-10-06
传出下任美联储主席人选可能更明确的消息后,美国国债价格走高、收益率进一步下挫。
  
本周二,美国政治媒体Politico援引知情者消息称,现任美联储理事鲍威尔(Jerome Powell)和前联储理事沃什(Kevin Warsh)目前是竞争下任美联储主席的佼佼者,而美国财长姆努钦更青睐鲍威尔。沃什被视为头号人选,但他其实不了解特朗普。
  

但截至发文,美国政治押注网站PredictIt的赌盘数据显示,鲍威尔明年任美联储主席的概率回落到30%以下,为26%,在多位美联储主席可能人选中排名第二,排名第一的沃什出任概率高达45%,耶伦连任的概率为20%,科恩的概率不到沃什的四分之一。
  

华尔街见闻上周五提到,特朗普当天表示,未来两三周将决定美联储主席的提名人选。当日政治赌盘押注的沃什和鲍威尔明年任联储主席几率分别一度达到50%和40%。
  

下任美联储主席呼之欲出?美债收益率刷新日低(图1)
华尔街见闻此前提到,曾是银行家、关系网深厚、看着帅气像个领导者,是特朗普最喜欢沃什的亮点,也符合总统对“忠诚”的定义。
  

沃什兼有华尔街和美联储的工作经历,还有强大的家族背景:其岳父是雅诗兰黛公司的继承人,与特朗普有着50多年的交情。
  
但特朗普也不是任人唯亲,他最担心沃什太年轻,对美联储主席等要职没有经验。和沃什相比,现年64岁的鲍威尔货币政策经验更为丰富。他在老布什政府时期就负责银行监管、国债和其他央行相关领域。
  

鲍威尔是美联储理事中唯一的共和党人,他的货币政策属于中间派,今年4月接管了前理事Daniel Tarullo 辞职后的华尔街监管工作。

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