英仕曼集团:若市场质疑新任主席,美联储或需重启QE

金色财经报道,英仕曼集团(Man Group)表示,如果债券市场开始质疑下一任美联储主席的独立性,美联储可能不得不诉诸量化宽松(QE)政策来降低长期借贷成本。 作为全球最大的上市对冲基金集团,英仕曼集团的首席市场策略师Kristina Hooper指出,投资者需要回顾一下2022年英国发生的情况:当时由于对时任首相特拉斯(Liz Truss)的经济政策缺乏信心,交易员大举抛售英国国债。 Hooper在领英(LinkedIn)的一篇帖子中写道,自那以后,英国的借贷成本一直高于七国集团(G7)中的许多其他经济体,这提醒人们“公职人员的信誉至关重要”。 她说:“如果选出一位被认为独立性不足的人担任美联储主席,且此人专注于降低长端利率,我怀疑他将不得不诉诸QE,因为这是实现这一目标的最佳机会。”

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