分析师:沃什若入主美联储,宽松政策未必板上钉钉
Sou Hu Cai Jing·2026-01-30 13:26
Core Viewpoint - The potential appointment of Kevin Warsh as the next Federal Reserve Chairman may not lead to a shift towards interest rate cuts by the Federal Open Market Committee (FOMC) [1] Group 1 - Samuel Tombs from Pantheon Macro suggests that if Powell remains on the board after his term ends in May, the President will need to appoint Warsh using Stephen Miran's expiring seat [1] - Miran has consistently voted in favor of lowering the federal funds rate at every meeting since his appointment, indicating that appointing Warsh could result in the loss of a valuable voice supporting rate cuts for President Trump [1] - Tombs emphasizes that if Warsh is appointed, the implementation of loose monetary policy is not guaranteed [1]