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  沃什猛烈抨击美联储。

  备受关注的美联储主席潜在继任者、前美联储理事凯文·沃什突然对美联储进行了猛烈批评,并主张对美联储的运作方式进行根本改革。沃什表示,美联储犯下“系统性错误”,未能遏制一代人以来最严重的通胀潮。

  值得一提的是,沃什发表上述言论恰逢美国总统特朗普与美联储主席鲍威尔关系紧张之际。鲍威尔现任期将于2026年5月结束,美国财政部长贝森特已表示将于今秋启动继任者遴选。业内普遍认为,沃什是最有力的继任人选之一。

  沃什此前表示,即使特朗普的关税政策得到实施,也会支持再次降息。这番表态无疑是特朗普最希望听到的,有消息称,特朗普曾在私下探讨在鲍威尔任期结束前将其解职的可能性,并考虑由沃什接任。

  美联储“影子主席”发声

  前美联储理事凯文·沃什(KevinWarsh)突然猛烈抨击美联储,称其犯下“系统性错误”,未能遏制一代人以来最严重的通胀潮。

  在特朗普与鲍威尔矛盾激化的背景下,沃什被视为美联储“影子主席”,因此其言论备受市场关注。

  当地时间周五,沃什在华盛顿出席“三十国集团”(Groupof30)活动上表示,自2008年金融危机以来,“央行主导地位已成为美国治理的新特征”。他批评美联储更像政府通用机构,而非专注于货币政策的中央银行,这一角色偏离导致其无法将通胀控制在2%的目标水平。

  沃什将美国通胀问题部分归咎于美联储7万亿美元的庞大资产负债表,认为这实质上为联邦政府放纵性支出提供了便利,使美国财政陷入“危险轨道”。

  沃什对美联储在量化宽松下大规模购买国债的行为抨击道:“国会议员发现拨款变得容易得多,因为他们清楚政府的融资成本会由中央银行补贴。”

  此外,沃什还批评美联储涉足气候变化和社会包容等超出其核心职责的领域,尽管他承认美联储已于今年1月退出“金融系统绿色化网络”,表明其态度有所转变。

  值得一提的是,沃什发表上述言论恰逢鲍威尔与特朗普关系紧张之际。上周,特朗普公开表示“迫不及待”要结束鲍威尔的任期,尽管他后来部分收回言论称无意解雇鲍威尔,暂时缓解了全球市场的忧虑。

  此前,特朗普对鲍威尔拒绝降息的批评,以及白宫暗示可能有权解雇美联储主席的言论,已引发市场对央行独立性的担忧,导致股市和美元大幅抛售。

  尽管沃什对美联储政策持强烈批评态度,他仍表示支持美联储在制定利率时不受政治干预的“操作独立性”,但同时强调“当货币政策结果不佳时,美联储应接受严格质询”,而非被视为“不可触碰的权威”。

  下任美联储主席的热门人选

  鲍威尔现任期将于2026年5月结束,美国财政部长贝森特已表示将于今秋启动继任者遴选。业内普遍认为,沃什与美国国家经济委员会负责人哈塞特是最有力的继任人选。

  其中,沃什被广泛视为特朗普心中“最可能取代现任主席鲍威尔”的人选之一,特朗普据称曾与他讨论过此事。

  早在2017年,特朗普就曾考虑让沃什担任美联储主席,但在权衡利弊后最终选择了鲍威尔,后者于次年正式上任。

  沃什生于1970年,是美联储主席诸多热门人选中最为年轻的一位。他毕业于斯坦福大学和哈佛法学院,分别获得学士学位和法学博士学位。他曾在摩根士丹利并购部门担任副总裁兼执行董事。在2002到2006年期间,他曾担任时任总统乔治·布什的经济政策特别助理和国家经济委员会的执行秘书,同时还是总统金融市场工作组的成员。

  沃什在2006年2月至2011年3月期间担任美联储理事。在2008年经济危机高峰期,他成为美联储与华尔街的联络员。在该职位上,他帮助协调了贝尔斯登出售给摩根大通的交易。此外,他也参与批准雷曼兄弟倒闭事件,这是全球金融市场的分水岭。2011年3月,沃什从美联储辞职。

  在美联储任职期间,沃什经常主张收紧而非宽松的货币政策,并批评美联储的扩张性资产负债表政策。

  目前,沃什的身份是保守派智库胡佛研究所(HooverInstitution)的杰出经济学研究员,同时也是斯坦福大学商学院的访问学者。此外,他还是无党派国会预算办公室顾问小组的成员。

  值得关注的是,沃什的妻子是亿万富翁JaneLauder——已故化妆品行业大亨雅诗兰黛的孙女。

  有分析称,沃什在华尔街、政府部门、美联储和学界都有丰富的工作经验,这是他能获得特朗普青睐的最大底气,同时也有助于他获得国会的认可。

  沃什之所以被视为下任美联储主席的最大热门人选,是因为其最近和特朗普及其经济团队的密切联系,以及他曾公开支持特朗普的降息倡议。在去年11月大选后,他开始为特朗普的过渡团队提供经济政策建议。

  在此之前,沃什曾表示,即使“对等关税”政策得到实施,也会支持再次降息。他认为关税不会对通胀产生重大或持久的影响,未来几个月美国的通胀率将保持更接近美联储2%的目标。

  一、公司及董事均被立案

  4月25日晚,一上市公司洪田股份(维权)公告称,公司及公司董事舒志高分别于当日收到中国证监会下发的《立案告知书》,因公司涉嫌未按规定披露关联交易等违法违规,公司董事舒志高涉嫌未按规定披露重大事项,证监会决定对公司和董事舒志高予以立案。上海自沪紫律师事务所刘鹏律师提示受损投资者如符合于2025年4月25日(含当日)期间买入,并在2025年4月26日之后卖出或仍持有而亏损的即可报名加入索赔。

  信息披露是上市公司与投资者沟通的重要桥梁,也是投资者做出投资决策的重要依据。尤其是新证券法实施以来,对信息披露的要求更加细致严格,同时,对违法责任的追究也明显加重。待后续正式处罚下发公司或将被证监会严惩,也难逃投资者索赔诉讼。

  二、年报被出具保留意见

  除了被立案之外,公司还有另一则“坏消息”,公司2024年年报被审计机构出具保留意见。年报显示,该公司营收和净利均下降。公司聘请立信事务所对公司2024年度财务报告进行了审计,出具了保留意见的审计报告,同时对2024年度内部控制有效性出具了带强调事项段的无保留意见的内部控制审计报告。

  同时在年报中披露了洪田股份对其构成关联方关系的股东与洪田股份8家客户的控股股东诺德股份(维权)及与诺德股份构成关联方关系的股东是否存在未披露的关联关系进行了自查,但无法作出判断。因此,审计机构立信事务所无法就洪田股份披露的关联方关系及关联交易的准确性和完整性获取充分、适当的审计证据,也无法确定该事项可能对财务报表产生的影响。而此份公告中所提到的关联方诺德股份的实控人也被立案调查。由此可见,立案或早有端倪,不过具体细节仍需等待最终的调查报告。

 (本文由上海沪紫律师事务所刘鹏律师供稿,不代表新浪财经的观点。刘鹏律师,专注证券维权19年,自2006年执业以来,成功为中青宝、国华网安(维权)、劲嘉股份(维权)等300余家上市公司的中小投资者成功维权,案件在办数量超过14000起,胜诉率达99.2%。作为业内资深证券维权律师,刘鹏律师精准把握案件核心,诉讼经验丰富,索赔策略高效,为投资者争取最大权益,维权实力行业领先。证券维权,选对律师是关键!专业决定胜算,经验确保结果,首选刘鹏律师,让您的索赔更稳妥、更高效!)

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