---
title: "凱文·沃什擔任美聯儲主席，市場密切關注可能的加息"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286597976.md"
description: "凱文·沃什已接替傑羅姆·鮑威爾擔任美聯儲主席，背景是通脹上升。由於意外的通脹數據，市場預期在 12 月可能會加息。主要銀行對 2026 年的政策看法不一，預測範圍從兩次降息到沒有變化或加息，突顯出政策的不確定性"
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)
---

# 凱文·沃什擔任美聯儲主席，市場密切關注可能的加息

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.

### 相關股票

- [.IXIC.US](https://longbridge.com/zh-HK/quote/.IXIC.US.md)
- [.SPX.US](https://longbridge.com/zh-HK/quote/.SPX.US.md)
- [.NDX.US](https://longbridge.com/zh-HK/quote/.NDX.US.md)
- [.DJI.US](https://longbridge.com/zh-HK/quote/.DJI.US.md)

## 相關資訊與研究

- [【聯儲局會議紀錄】不少官員指通脹風險升温或需加息](https://longbridge.com/zh-HK/news/287160401.md)
- [「美聯儲傳聲筒」︰降息討論近終結 當局開始認真討論加息可能性](https://longbridge.com/zh-HK/news/287149877.md)
- [聯儲局利率丨交易員押注沃什今年底前加息](https://longbridge.com/zh-HK/news/287396308.md)
- [債市押注聯儲局年內加息 中東局勢推高物價 沃勒放鷹指減息機會不大](https://longbridge.com/zh-HK/news/287415132.md)
- [沃什時代到來！市場押注加息之際，貝萊德卻高呼 “降息有理”](https://longbridge.com/zh-HK/news/287519384.md)