<p>4 月 30 日，中信证券发布报告称，如果凯文·沃尔什（Kevin Warsh）成为美联储主席，预计下半年将进行一次 25 个基点的降息。根据金十的数据，该报告强调了密切关注美联储货币政策委员会（FOMC）12 位现任投票成员的声明的重要性。美联储的货币政策路径越来越依赖于 FOMC 成员之间的投票平衡，而美联储主席的个人演讲对市场指导的影响相比过去有所减弱。</p>

中信证券

<p>中信证券维持其对下半年降息 25 个基点的预测，前提是凯文·沃什（Kevin Warsh）成为美联储主席。报告强调需要关注 FOMC 的 12 位投票成员的声明，表明美联储的货币政策方向越来越依赖于他们的投票平衡，而美联储主席的讲话对市场指导的影响较过去有所减弱</p>

<p>On April 30, Citic Securities released a report stating that it maintains its previous view, projecting a single 25 basis point rate cut in the second half of the year if Kevin Warsh becomes the Federal Reserve Chairman. According to Jin10, the report emphasizes the importance of closely monitoring the statements of the 12 current voting members of the Federal Open Market Committee (FOMC). The path of the Federal Reserve's monetary policy is increasingly dependent on the balance of votes among FOMC members, while the individual speeches of the Fed Chair have less influence on market guidance compared to the past.</p>
<div class="lb-trans"><p>4 月 30 日，中信证券发布报告称，如果凯文·沃尔什（Kevin Warsh）成为美联储主席，预计下半年将进行一次 25 个基点的降息。根据金十的数据，该报告强调了密切关注美联储货币政策委员会（FOMC）12 位现任投票成员的声明的重要性。美联储的货币政策路径越来越依赖于 FOMC 成员之间的投票平衡，而美联储主席的个人演讲对市场指导的影响相比过去有所减弱。</p>
</div>

中信证券维持对沃什领导下美联储降息的预测