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Arthur Hayes:特朗普关税方案或迫使美联储重启宽松货币政策
番茄鱼塘
番茄鱼塘
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BitMEX 联创 Arthur Hayes 发文称,“特朗普的关税方案进一步证明了他致力于扭转这些失衡。对于美国国债而言,问题在于,如果没有美元出口,外国投资者就无法购买债券。美联储和银行体系必须介入,以确保国债市场正常运作,这意味着要重启宽松货币政策(Brrrr)”。
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