担心政策莫测,美资管巨头着手卖出美元资产
Sou Hu Cai Jing·2026-01-15 09:51

Group 1 - The core viewpoint of the articles highlights the criminal investigation into Federal Reserve Chairman Jerome Powell, prompting investment management firm PIMCO to sell off dollar assets to diversify risk [1][2] - PIMCO's Chief Investment Officer, Dan Ivascyn, stated that the firm is diversifying its investment portfolio in response to the rapidly changing policies of President Trump, which have led to increased market volatility [1] - Ivascyn emphasized the unpredictability of the current government and indicated that the firm believes it is entering a prolonged period of reducing U.S. asset holdings to mitigate risk [1] Group 2 - Powell's term is set to end in May, and President Trump may nominate Powell's successor in the coming days or weeks [2] - Some Wall Street executives perceive the subpoena issued to Powell as a warning to his successor rather than a direct attack on Powell himself, suggesting that Trump may seek certain "guarantees" from the next Federal Reserve Chairman [2] - A Wall Street CEO commented that Trump is engaged in a broader conflict rather than a final battle, indicating the political implications surrounding the Federal Reserve leadership [2]

担心政策莫测,美资管巨头着手卖出美元资产 - Reportify