独立性担忧或促使美联储转向更趋鹰派立场——市场漫谈

投资观察01-12

美国东部时间09:01 - 对现任美联储主席的法律追责最终可能反而有助于巩固央行独立性，瑞银分析师保罗·多诺万指出。市场反应显示，投资者愈发担忧美联储在缺乏政治干预的情况下管理利率的能力。尽管资产价格波动尚属温和，但长期国债收益率已出现上扬，美元汇率亦呈现走弱态势。多诺万分析称：“鲍威尔的抗争姿态或许暗示其今年并无意辞去美联储理事职务。有迹象表明参议院可能会推迟对新任美联储主席提名的确认程序。”他补充道，市场对央行独立性的疑虑可能转化为货币政策决策中的鹰派力量，进而影响利率路径。

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