---
title: "凯文·沃什担任美联储主席，市场密切关注可能的加息"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286597976.md"
description: "凯文·沃什已接替杰罗姆·鲍威尔担任美联储主席，背景是通胀上升。由于意外的通胀数据，市场预期在 12 月可能会加息。主要银行对 2026 年的政策看法不一，预测范围从两次降息到没有变化或加息，突显出政策的不确定性"
datetime: "2026-05-15T17:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286597976.md)
  - [en](https://longbridge.com/en/news/286597976.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286597976.md)
---

# 凯文·沃什担任美联储主席，市场密切关注可能的加息

Leadership transition: Kevin Warsh succeeds Jerome Powell as Fed chair after a narrow Senate confirmation, taking office during heightened inflation pressures. Market shift: Rate-cut expectations have flipped to a majority probability of a hike by December, driven by hotter-than-expected inflation data. Forecast divide: Major banks disagree on 2026 policy, with projections ranging from two cuts to no change or a hike, underscoring policy uncertainty.

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## 相关资讯与研究

- [通胀风暴下的掌舵人：沃什就任美联储主席，政治与经济的双重博弈](https://longbridge.com/zh-CN/news/287478899.md)
- [市场老兵警告：沃什 7 月将被债市 “逼宫”，被迫走上鹰派加息路](https://longbridge.com/zh-CN/news/286830099.md)
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- [欧元区：增长没了，通胀高了，加息还来吗？](https://longbridge.com/zh-CN/news/287193303.md)
- [沃什的 “两难”：想降息怕通胀，想加息怕债务——美联储还能怎么办？](https://longbridge.com/zh-CN/news/287563756.md)