TraderS | 缺德道人
TraderS | 缺德道人
美债危机近在眼前，川普又不能明面上在关税问题上彻底认怂，通胀传导到实体只有一两个月的滞后期，时间窗口紧急。即使拖到极限，无论是上半年还是下半年降息，最终都只能是美联储宽松解决危机。 那么目前川普鲍威尔还真有可能是在打默契牌。 川普天天施压，鲍威尔以退为进，先据理力争最后迫于压力辞职下台阶，然后由新上任的主席降息，这样既一定程度上保持了美联储的独立性和美元信用，最终也解决了问题
Nick Timiraos
Nick Timiraos @NickTimiraos · 
Trump put the country on notice that he will make the Fed a scapegoat for any economic fallout from his trade war and also delegitimize the institution if it doesn’t cut rates. "It’s tempting to want somebody else to ride to the rescue, or at least have someone else to blame."
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