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男生坤坤申请女生的开元|从基础训练到比赛策略的全面解析
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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”。华新水泥股份有限公司总裁李叶青出席并演讲。

  李叶青介绍到,华新水泥股份有限公司始创于1907年,是距今118年的“百年老店”,也是中国实体企业当中百年老店屈指可数的企业,经历了一百多年的沧桑巨变,延续存活到现在,并重新焕发出新春的一家水泥企业。华新被中国建筑材料联合会评为“建材企业‘走出去’发展先进单位”,也被行业研究机构誉为中国建材行业最为国际化且国际化最为成功的企业。

  他提到,这段时间企业出海非常热。“有人说不出海就要死,但我看来,企业实际上早就出海了。中国从改革开放以后,到了90年代大量产品开始出海。”他指出,出海大概有这么四种方式:

  第一类是产品。主要是以贸易和产品为代表,中国的制造业占全球35%的生产能力,中国的产品遍布全球。

  第二类是工程出海。中国号称全球的基建狂魔,无论是做传统的道桥基建设施,还是现代的基础设施建设,中国的工程力量都是全球最厉害的。

  第三类是制造业出海。大概分了几类,第一类是以矿产品为代表的制造业出海。第二类是涉及到制造业的资源优化,尤其是成本优化而走出去的出海。第三类企业是以当地的市场和当地的原材料为代表的,在当地生产有竞争力的产品。

  第四类是服务出海,包括像电讯、电子器件、金融服务。

  李叶青指出,中国未来的消费量,例如水泥、钢铁,还有一些基础的化工和重化工材料,未来的消费量都会逐渐走向温和的下降通道里。在这种现状下,企业还要继续发展,还要增长,那从哪个地方能获得机会呢?

  为此,华新就建立了整体的战略目标,华新将从一家纯粹的国内的企业,逐步地现在已经建成为一家跨国企业,目前在全球跨国企业当中排名第五。未来的目标是要建立世界一流的跨国企业。这种企业的目标就是要在全球的各个发展中国家去建设工厂,去投资,去兴业,到那些国家的发展,能够让企业的增长来换取公司的投入。

  为了实现这个目标,华新建立了公司的组织结构,成立了委员会,定期讨论海外战略,从内部开始组织和调配资源。“我们考虑这个问题的方法是‘三位一体’。就是从国家的战略,和我们所投资国家的地区战略,还有我们公司的战略,三个战略要契合。”

  在运营中怎么考虑到“三位一体”?李叶青表示,这包括中国的供应链和海外业务的能力,和公司在当地跨文化的管理。要充分发挥华新在国内的供应链,第二是风险防控,第三是跨文化管理。

  同时,“三位一体”还是本地化的融合。一是本地化员工的培养。并且中国员工要改变所有的思维,包括经营思维、行为习惯、处事风格。

  此外,他特别强调,要坚持“三位一体”的跨国形象。“中国出去投资要严格遵纪守法,保证合规经营,而且执行当中要达到最高标准的安全和环保,履行当地的社会责任和扶危济困,让中国的形象不仅仅是一个盈利的形象,更是展示人类命运共同体中国力量的形象。”

  李叶青表示,通过这一系列的发展,华新在过去十年间,海外业务已经辐射到18个国家,海外水泥产能达到2500万吨,海外水泥资产超过200亿,营业收入超过80亿,利润是2亿美元,海外员工有5300多人,在全世界这个行业中引起了非常大的反映,中国一个新的跨国公司横空出世。

  最后,李叶青指出,华新“一带一路”的三句话就是:为国争光,为当地造福,为企业挣钱。

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