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  华尔街见闻

  戴蒙说,美国政府应该与中国接触,他不认为与中国脱钩应该是美国的目标。

  华尔街最有影响力的大佬之一、执掌摩根大通近二十载的CEO戴蒙警告,美国总统特朗普的贸易政策可能挑战美国的信誉,呼吁特朗普政府与贸易伙伴达成贸易协议,并再次公开表示,美债可能出现迫使美联储干预的混乱。

  美东时间4月15日周二公布的媒体访谈中,戴蒙表示,他认为,美国财长贝森特应该负责贸易协定的谈判。谈到贝森特时,戴蒙说“我有点了解他”,称他是个成熟的人。虽然自称并不赞同特朗普政府做的每件事,但戴蒙认为,贝森特可能应该是负责贸易谈判的人。

  据新华社报道,美国政府相关网络平台上周五晚悄然发布信息,对智能手机、笔记本电脑、芯片等电子产品豁免所谓“对等关税”。此后特朗普表示,部分关税暂停实行,他特别强调这是受到了戴蒙在他最爱看的FOX商业频道专访的影响。戴蒙当时警告,持续的贸易冲突和不确定性可能导致经济放缓。

  本周二的访谈中,戴蒙呼吁特朗普达成协议,减轻关税带来的不利影响。戴蒙说,美国政府应该与中国接触。他不认为与中国脱钩应该是美国的目标,但美国应该依靠自己或亲密盟友。他认为“我们应该与盟友合作……我希望最终与欧洲、英国、日本、韩国、澳大利亚、菲律宾进行谈判,并建立非常牢固的经济关系。”

  据证券时报,本周一贝森特表示,仍希望与中国达成一项重大贸易协议,这需要一种与过去的贸易和货币协议截然不同的模式。贝森特强调,任何美中谈判都必须在最高层之间进行。他指出,关税并不是玩笑,因涉及的数字很大。他认为这些是不可持续的,没有人希望这些关税保持下去。

  戴蒙周二还谈到美国债市,称美国债市将出现混乱从而促使美联储出手。在市场动态上,戴蒙说美国国债的去杠杆可能“暂时结束了”。

  上周五的摩根大通财报电话会上,戴蒙曾表示,美债市场可能出现“小风波”,导致美联储不得不出手干预。

  本周一美股盘后,贝森特在媒体采访中试图淡化近期美债的抛售潮,明确否认外国投资者正在抛售美国国债的猜测,说“债券价格下跌主要是去杠杆化的结果,没有证据表明主权国家抛售美国国债。”

  风险提示及免责条款

  市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。

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