从他之前接受媒体的采访来看,属于一个标准的大鹰派,我简单摘几条大家看看:
1,贝森特今年10月份曾经痛斥鲍威尔的货币政策,认为鲍威尔前两年加息太慢,让通胀火上浇油,今年又把点阵图降的太快,导致通胀有二次上行的势头。认为美国的货币条件太宽松了。(利空黄金)
2,还痛斥耶伦的财政支出,认为非战争非衰退阶段搞7%的赤字匪夷所思,是通胀的罪魁祸首。未来应该逐渐降低支出和赤字,到2028年降低到3%
3,痛斥拜登经济学,认为拜登治下财政支出占gdp的比例太高,政府雇员占非农的比例太高,私人雇员太低。认为目前是最后的改革机会,使美国摆脱欧洲式的低增长高债务前景。
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