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总裁在上Holy:社会舆论压力下的无奈与选择
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总裁在上Holy:社会舆论压力下的无奈与选择

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  来源:金十数据

  近期市场被特朗普搅得天翻地覆,一些共和党议员已经忍无可忍……

  一位负责审查美联储货币政策的共和党议员希望美国国会可以隔离美联储免受政治影响(包括来自美国总统特朗普的影响)来帮助稳定金融市场。

  在特朗普攻击美联储主席鲍威尔引发数日市场动荡后,众议员FrankLucas表示,特朗普本周明确表态无意解雇这位美联储主席,最终做出了正确的决定。

  负责货币政策、美国国债市场韧性及经济繁荣的众议院金融服务特别工作组主席Lucas说:“总统做出了一个明智的决定。”

  这位俄克拉荷马州共和党人在接受采访时表示:“在全球范围内,关税、冲突以及正在发生的一切事情已经很多了,我们不需要金融行业再增加任何不确定性了,我们不需要市场再增加任何不确定性了,总统做出了正确的决定。”

  Lucas表示,随着国会下周结束春假返回,他希望他的14人特别工作组能确定能够巩固美联储独立性、增强美国国债市场流动性并赢得足够多的民主党支持以在众议院和参议院获得通过的政策倡议。

  Lucas说:,“它不是一家政府拥有的银行,它由银行拥有。总统提名经参议院确认的理事和董事会成员,但他们是独立的。”

  Lucas在与他俄克拉荷马州西北部选民的交流中表示,“他(特朗普)正在操纵、拉扯、推搡、出拳、挥舞。”因此,包括俄克拉荷马州能源生产商和农民在内的金融市场和企业可以预期持续的不确定性。

  Lucas说,“即使股市已经稳定,即使债市也有所稳定,但仍然没有任何确定的东西。我们应该表明货币政策不会成为任何一位总统的政治游戏——不仅是现任总统,还有未来两三五十年后的总统——我认为那将是一股稳定力量。”

  在长达三十多年的国会生涯中,Lucas在两党谈判中以诚实交易而享有声誉。

  但尚不清楚他在多大程度上能获得民主党的支持,以实现他宣称的通过限制美联储对气候变化和社会问题的关注(美联储监测这些领域的金融风险)来隔离其免受政治影响的目标。Lucas和其他共和党人希望美联储将重点加倍放在通胀和美元作为储备货币的角色上。

  该特别工作组最高级别民主党人、众议员JuanVargas表示:“我最不希望美联储做的一件事就是鸵鸟式逃避。”

  这位加州民主党人补充道:“当今世界正在发生一些重大事件,只有气候变化才能解释,而这些事件具有非常重要的金融影响,这就像关税一样显而易见。”

  Vargas表示,他不排除对管理美联储的法律进行一些微调,但他警告说,现行法规在维护美联储独立性方面运行良好。他说:“我们不要搞砸运行良好的东西。”

  该特别工作组于今年1月成立,预计将在即将到来的为期四周的众议院会议期间,就美国国债市场结构和韧性问题举行第三次听证会。

  Lucas表示,他打算研究潜在的方法来提高机构参与美国国债市场的程度,并随着时间推移缩减美联储的资产负债表规模。

  美国航空公司(AAL)周四撤回了其2025年的财务预测,这与其他同行的做法一致。因为在关税压力和政府支出不确定性的背景下,人们对可自由支配预算的担忧,阻碍了航空公司预测旅行需求的能力。

  美国总统唐纳德・特朗普的贸易政策和大规模关税引发了一场全球贸易战,并增加了世界陷入衰退的可能性,这使得消费者在旅行消费上变得犹豫不决。

  经济衰退给美国主要航空公司带来了阻力,而就在两个月前,这些航空公司还受益于强劲的旅行需求以及其航线网络内稳定的票价。

  由于对许多消费者和企业来说,旅行属于可自由支配的支出,在经济可能恶化的情况下,消费者行为难以预测,航空公司正面临着未来旅行需求的不确定性。

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