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来源:华尔街见闻

沃什的成功之路被认为是“嫁入豪门与阶梯式上升的艺术”,他的岳父是雅诗兰黛化妆品帝国的继承人,也是共和党的主要捐赠者。金融危机时期,也是沃什在担任美联储理事期间,他“几乎判断错了一切”。对于特朗普关税,沃什认为对通胀的影响是“微小、一次性”的,甚至可能被放松管制和削减开支的通缩效应所抵消。

随着特朗普对鲍威尔的不满日益加剧,前美联储理事沃什作为其心仪的下一任美联储主席人选,再次成为舆论焦点。

周四,有媒体报道称,特朗普近几个月一直在私下探讨在鲍威尔任期结束前将其解职的可能性,并考虑由沃什(KevinWarsh)接任。据称沃什本人劝说特朗普不要罢免鲍威尔,主张让其完成任期。

特朗普对鲍威尔的不满已经公开化。周四一天之内,特朗普就三次抨击鲍威尔,称其“总是太迟和错误”,指责其“搞政治”、“太糟糕”,并再次施压要求降息,认为鲍威尔“早就应该像欧洲央行那样降低利率”,并呼吁鲍威尔"尽快离职"。

而特朗普青睐的沃什,并非首次进入公众视野,早在2017年,特朗普任命鲍威尔之前就曾考虑过提名沃什。但他的背景颇具争议,作为雅诗兰黛继承人的女婿,沃什几乎没有正统经济学背景,并且在金融危机时期多次错判市场和经济。

对于特朗普关税,沃什认为对通胀的影响是“微小、一次性”的,甚至可能被放松管制和削减开支的通缩效应所抵消。

沃什认为关税对通胀的影响是“微小、一次性”

在今年1月发布在《华尔街日报》的评论文章中,沃什谈到了他对美联储应对通胀的方式,以及特朗普关税对通胀影响的看法。

他认为,美联储不应该将通胀归因于新冠疫情、俄乌冲突或是即将到来的特朗普关税,并指出通胀实际上源于"政府支出过多和央行印钞过多"。

沃什质疑美联储官员在政治政策上进行预测。他特别指出,美联储官员在预测特朗普关税政策会推高通胀时,忽略了其他潜在政策的全面影响。

沃什在文章中明确表示,关税政策的通胀效应可能远小于放松管制和削减开支带来的通货紧缩效应。他指出,贸易仅占美国GDP约25%,特朗普提出的10%普遍关税对整体物价水平只会产生“微小、一次性”的影响。

雅诗兰黛"赘婿"的争议履历

与鲍威尔和耶伦等前任美联储主席不同,沃什并非经济学家出身,且他的个人背景颇具争议。

作为一名律师,沃什在摩根士丹利工作直至2002年,随后进入小布什政府担任中层经济职位,2006年被任命为美联储理事,直至2011年离任。

2017年,Truthout的一篇报道形容沃什的成功之路是“嫁入豪门与阶梯式上升的艺术”。该报道指出,沃什的岳父是亿万富翁RonaldLauder,雅诗兰黛化妆品帝国的继承人,也是共和党的主要捐赠者。

这篇报道批评沃什在担任美联储理事期间,“几乎判断错了一切”。

在2007年3月的一次演讲中,当房地产泡沫已经迅速萎缩、金融市场日益动荡时,沃什仍在吹捧信用违约互换和其他衍生品工具的爆炸性增长,未能预见这些监管不力市场在未来一年半内将出现的问题。

而在危机后,沃什却过早担忧通胀,反对刺激经济的措施。

在2008年10月美国经济正处于崩溃边缘时,沃什对财政刺激政策的有效性表示怀疑。他甚至引用了一些劳动力市场数据来论证经济可能没有那么糟糕。

他未能认识到经济衰退的严重性和大规模失业的后果,这种态度一直持续到2009年。那年9月,在失业率达到峰值之前,沃什已经担心需要逆转美联储为经济提供的刺激措施,以防止通胀卷土重来。

当时,沃什持续反对美联储刺激经济的努力,不断表达对通胀的担忧,直至2011年初辞职。

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专题:2025年全国企业管理创新大会

  2025年4月17日-18日,“2025年全国企业管理创新大会”在广东珠海举行,主题为“管理激发活力创新引领未来”。中车株洲电力机车有限公司总经理助理、海外市场营销中心党总支书记谢双应出席并演讲。

  谢双应介绍到,中车株机始创于1936年,位于湖南株洲,是中国中车的核心子公司,总资产386亿元,在册员工1.4万人。中车株机经过近90年的发展,已经建成了以便利机车、城市轨道交通产品与干线动车组为主体,多种创新产品为补充的“3+X”产业平台。中国的第一台电力机车于1958年在这里诞生,已累计生产了超过1万台机车,是全球最大的电力机车生产基地,并誉为中国的“电力机车之都”。

  回顾中车株机28年的国际化之路,谢双应提到,2014年是一个神奇的年份,可以将这一年作为分界线将公司的国际化经营分成两个阶段。他指出,在2013年时,公司的海外业务虽然走过了17个年头,进入了9个国家,但17年间累计获得的海外订单只有22亿美金,订单延续性不强,企业海外布局刚刚起步,仅有一个海外机构投入运营,海外业务模式多以传统的产品出口为主,国际经营明显处于早期阶段。但自2014年开始,中车株机的海外业务和国际化经营进入了高速发展阶段,无论从订单金额、海外布局、发展模式都取得了跨越式的发展。

  在2014年,公司首次提出海外业务占比30%的远期发展目标,明确了以“一带一路”沿线国家为重点,逐步进军欧洲高端市场的战略方向,并致力于从营销、研发、制造、服务和文化五个维度对标国际市场开展管理创新,聚焦核心能力与核心竞争力的建设。“这其实是中车株机过去十年海外业务高速发展的核心密码。”他说。

  同时,在营销体系的建设与布局方面,公司在2014年开始大力提升海外营销的资源投入。在研发能力建设方面,中车株机始终把科技创新放在企业经营的核心位置,研发投入占年收入5.6%,是过去十几年的平均数据。面对国内国际两个市场在产品需求、行业标准、认证体系的显著差异,公司以开放的姿态积极主动与国际研发体系进行对接,积极参与国际标准的制定。

  此外,在制造能力提升方面。一方面,中车株机积极响应“中国制造2025”战略,大力推进本部制造单元数字化升级改造,另外一方面,在海外,公司在马来西亚、土耳其、墨西哥通过绿地投资设立了生产制造基地,通过并购辐射机车公司在欧洲拥有了制造资源。

  谢双应强调,轨道交通的产品作为一个复杂的机电一体化系统,企业的服务质量和服务效率至关重要。中车株机高度重视客户培训工作,为客户量身定做培训方案,把每一次客户培训当作一次营销和文化交流,重视培训给客户带来了良好体验与价值创造,为业主了解车、用好车,实现车辆的高质量运营奠定基础。

  “过去十年,我们在海外坚定不移地开展本地化经营。在本地化营销、制造、采购、用工、服务方面都取得了阶段性的成果,助力海外业务增长,实现了全新的突破。”在他看来,公司近十年的海外业务高速发展,是国家战略牵引的结果,是企业坚持拥抱市场、直面竞争的结果,也是一代一代企业管理者以价值创造为导向,坚持改革创新的结果。

  “展望未来,在中国中车的正确领导下,我们将秉承担当开放、求是至上的理念,坚定不移地走好科技创新、深化改革、合规经营和和国际化经营之路,为全球客户提供更优质的产品和服务,为参与全球轨道交通事业的发展,构建人类命运共同体做出更大的贡献。”

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