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特朗普着手改造美联储和劳工统计局:美元将成为最大受害者?
Feng Huang Wang· 2025-08-05 01:41
不少华尔街策略师和经济学家表示,随着美国机构的信誉受到威胁,美元及其他美国资产可能面临进一步抛售的风险…… 美国总统特朗普目前有机会选择美联储理事库格勒的继任者,后者已于上周五辞职。这一人选很可能将成为贝森特此前所述的"美联储影子主 席"——在明年5月鲍威尔任期结束后正式坐上美联储主席的宝座。毫无疑问,这一动态可能在未来几个月大幅削弱美联储主席鲍威尔的影响力。 而结合特朗普上周解雇劳工统计局局长埃丽卡·麦肯塔弗的举措,投资者也可能因经济数据的可信度面临威胁,而下调美国资产的估值。此类担忧已 在上周五对美元造成了严重冲击,并促使部分基金再度撤离美国资产…… 非农数据的疲软,已导致交易员们大幅加大了对美联储降息的押注,货币市场定价目前暗示美联储在9月降息的概率高达94.4%。 在库格勒辞职后,这一动向无疑也进一步加速了——库格勒是美联储理事中最为鹰派的官员,而特朗普近来一直在呼吁立即降息。 布朗兄弟哈里曼公司策略师Elias Haddad表示,"美国政策制定的信誉正日益受到威胁。" Haddad认为美元容易遭受更多下行压力——特朗普向鲍威尔及其同事施压要求降息的做法,已"破坏了美联储的独立性",而麦肯塔弗被解雇" ...
亚洲超级富豪因贸易战快马加鞭减少对美国敞口 甚至全部撤出
news flash· 2025-05-09 07:46
Core Viewpoint - Wealthy families in Asia are significantly reducing their exposure to U.S. assets due to uncertainties stemming from President Trump's tariffs, indicating a potential long-term shift in investment strategies [1] Group 1: Investment Trends - A family office managing assets for Chinese billionaires has completely divested from U.S. assets, reallocating profits back to Asia [1] - A senior executive from one of Europe's largest private banks noted that the scale of recent sell-offs by wealthy clients and institutions is unprecedented in the past 30 years, suggesting a possible long-term trend [1] Group 2: Asset Allocation - An executive from an Asian bank has reduced 60% of U.S. assets from their investment portfolio, citing cash and gold as safer holdings [1]
德意志银行:外资持续抛售美国资产
news flash· 2025-04-29 23:27
Core Viewpoint - Deutsche Bank's latest report highlights concerning trends in U.S. capital flows, indicating that foreign investors are "refusing to buy" U.S. assets despite a recent market recovery [1] Group 1: Capital Flow Trends - The report notes a significant sell-off in ETFs, with investors consistently selling stocks and bonds [1] - Data from EPFR corroborates Deutsche Bank's findings, showing a sudden halt in buying of U.S. equities and an intensified sell-off of U.S. Treasuries [1] Group 2: Investment Strategy Recommendations - Michael Hartnett, Chief Investment Strategist at Bank of America, advises investors to sell during rebounds in U.S. stocks and the dollar until uncertainty is resolved [1] - Bank of America's report indicates that the dollar is in a long-term depreciation trend, and the outflow from U.S. assets is expected to continue [1]