中金:美联储主席人选难撼动资产负债表扩张

ChainCatcher 消息,据金十报道,中金研报指出,选择谁作为美联储主席都很难撼动资产负债表常态化扩张。尽管美联储已于去年 12 月开启扩表,流动性边际改善,但狭义流动性仍远低于“充裕水平”的下限,美元流动性指标显示仍处于疫情以来较紧张状态。债务压力和金融市场稳定压力下,流动性趋势扩张可能是大概率事件,全球资产牛市有持续可能。

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