“独断专行者”行不通？小摩策略师警告沃什：追随巨人脚步，先学会凝聚共识_老虎社区_美港股上老虎

“独断专行者”行不通？小摩策略师警告沃什：追随巨人脚步，先学会凝聚共识

智通财经04-30

智通财经APP获悉，摩根大通资产管理公司首席全球策略师大卫·凯利周三表示，凯文·沃什在执掌美联储后，需要证明自己是一位善于凝聚共识的人，而非一位独断专行的领导者。"我认为这表明凯文·沃什将是一位主席，而不是一位首领，"凯利在表示。就在此前，现任主席鲍威尔在其任内最后一次利率决议中遭遇了极罕见的内部挑战，委员会中共有四名成员投下反对票，这种严重的分歧为即将到来的沃什时代蒙上了一层复杂的阴影。凯利表示...

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Xiaomo strategist warns Walsh: Follow in the footsteps of giants and learn to build consensus first","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JPMO":0.6,"SPCE":1.54,"JPO":0.6,"JPM":1.74},"content_text":"智通财经APP获悉，摩根大通资产管理公司首席全球策略师大卫·凯利周三表示，凯文·沃什在执掌美联储后，需要证明自己是一位善于凝聚共识的人，而非一位独断专行的领导者。\"我认为这表明凯文·沃什将是一位主席，而不是一位首领，\"凯利在表示。就在此前，现任主席鲍威尔在其任内最后一次利率决议中遭遇了极罕见的内部挑战，委员会中共有四名成员投下反对票，这种严重的分歧为即将到来的沃什时代蒙上了一层复杂的阴影。凯利表示，多位成员的反对意见向即将上任的主席传递了一个明确的信息：\"你真的需要和委员会里的每个人都谈谈。你必须找到共识。你不能在这里用自己的想法碾压别人。\"凯利指出，沃什追随的是巨人的脚步——自1980年以来仅有五位美联储主席，他们都是思想上的巨人。他称赞即将卸任的主席杰罗姆·鲍威尔是\"一位极具智慧、富有同理心和正直品格的人\"，他\"真正带动了整个委员会跟随他前行\"。凯利还对美国总统唐纳德·特朗普的期望表示担忧，指出\"总统认为他提名了一位会听命于他、为其降息的美联储主席\"。据了解，美国参议院银行委员会已于本周三正式投票通过了对沃什的提名，标志着这一重大人事任命已迈过关键的法律门槛。目前，该提名已提交至参议院全院等待最终表决。一旦获得确认并完成宣誓就职程序，沃什预计将于2026年5月15日正式接替鲍威尔，出任这一全球最具影响力的央行掌舵人。值得一提的是，在提名的听证与表决过程中，沃什面临着来自民主党人的严厉质询，包括其作为“亿万富翁”的个人资产披露是否涉及与SpaceX等巨头企业的利益冲突。参议员伊丽莎白·沃伦等反对者公开质疑沃什可能成为行政权力的附属品，担忧他会为了政治忠诚而牺牲通胀目标。此外，鲍威尔早前表示，他计划在5月中旬美联储主席任期结束后继续留在央行理事会，称鉴于该机构目前面临诸多法律挑战，包括对其大楼翻新项目的调查。他强调不愿影响下任主席，将以理事身份保持“低调”。关于沃什的真实政策立场，目前仍存在疑问。凯利指出，沃什在上一次美联储任职期间立场鹰派，但在最近获得提名前的筹备阶段，他却表达了\"几乎完全相反的一整套观点\"。从市场层面看，沃什的“共识挑战”意味着美联储的决策透明度可能在短期内经受考验。虽然特朗普政府期待沃什能够通过大幅降息来刺激经济，但凯利的评论暗示，沃什可能会在制度惯性和职业官员的制衡下陷入一种“防御性领导”状态。投资者目前正密切关注沃什上任后是否会立刻调整利率轨迹，或者是否会为了平息内部质疑而采取比预期更温和、更依赖数据的政策姿态。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}