财政部长斯科特·贝森特(Scott Bessent)已聘请资深华尔街经济学家、杰富瑞集团(Jefferies)长期首席市场策略师大卫·泽沃斯(David Zervos)担任财政部顾问。泽沃斯此前曾是美国消费者新闻与商业频道(CNBC)的撰稿人。
Treasury Secretary Scott Bessent has hired veteran Wall Street economist David Zervos the longtime chief market strategist at Jefferies, as a counselor in the Treasury Department. Zervos was a CNBC contributor. Bessent announced the hire Monday in a statement obtained first by CNBC.
贝森特周一在一份由CNBC率先获得的声明中宣布了这一任命。泽沃斯将担任广泛的咨询职务,预计将立即上任。
他曾支持贝森特近期增加部分长期国债回购的决定,并呼吁美联储降低利率。
Zervos will serve in a broad advisory capacity and is expected to begin immediately. He has backed Bessent's recent decision to increase buybacks of some long-term Treasury debt and has called for lower interest rates from the Federal Reserve.
得克萨斯州能否“变蓝”可能取决于民主党人能否利用民众对数据中心的反对情绪;特朗普面对习近平,与盟友关系的紧张使美国对华施压变得复杂;伊朗总统在联合国发表挑衅性演讲,将全球不稳定归咎于美国和以色列。在财政部经历了一系列引发关注的人事变动后,泽沃斯的加入将为其增添智囊力量。《华盛顿太阳报》报道称,截至8月中旬,财政部16名经参议院确认的任命官员中已有7人离职。自2025年1月出任财政部长以来,贝森特已经换了三任幕僚长。
Texas turning blue may hinge on Democrats harnessing data center opposition Trump faces Xi as strains with allies complicate U.S. pressure on China Iran's president blames U.S., Israel for global instability in defiant UN speech He will add intellectual firepower to the Treasury after a series of staff departures that have drawn some attention. Seven of the department's 16 Senate-confirmed appointees had left the department as of mid-August, the Washington Sun reported Bessent is on his third chief of staff since becoming Treasury secretary in January 2025.
另一位华尔街经济学家约瑟夫·拉沃尼亚(Joseph Lavorgna)在3月离职前,曾担任贝森特的顾问,职务与泽沃斯类似。该职位无需参议院确认。
Fellow Wall Street economist Joseph Lavorgna served in a similar role as counselor to Bessent before leaving in March The position doesn't require Senate confirmation. Bessent handles an especially broad portfolio for a Treasury secretary.
贝森特负责的财政部长工作组合范围极广。他实际上是唐纳德·特朗普总统在对华事务上的首席谈判代表,并密切参与了有关人工智能的政策辩论,尽管特朗普周五表示,贝森特不会兼任政府首席人工智能顾问一职。
He has been effectively President Donald Trump's top negotiator on China and has been closely involved in policy debates about artificial intelligence, although Trump on Friday said Bessent would not add a role as the administration's top AI advisor.
泽沃斯曾被特朗普考虑担任美联储主席,但总统最终在1月份选择了凯文·沃什(Kevin Warsh)担任该职。
Zervos was considered by Trump to run the Federal Reserve, though the president ultimately chose Kevin Warsh for the job in January.
泽沃斯自2010年起一直在总部位于纽约的投资银行杰富瑞工作。
Zervos has worked at Jefferies, a New York-based investment bank, since 2010.
泽沃斯拥有经济学博士学位,曾两次在美联储工作。第一次是在他职业生涯初期,即20世纪90年代初,当时他从事技术经济学和利率研究。后来他离开美联储进入私营部门,并于2009年金融危机后以访问顾问的身份重返美联储。沃什当时是美联储理事,但目前尚不清楚他与泽沃斯当时是否直接共事过。
Zervos has a doctorate in economics and has worked twice for the Fed. The first time was at the start of his career, in the early 1990s, when he did technical economics and interest-rate research. He left for the private sector and returned to the Fed in 2009 as a visiting advisor in the wake of the financial crisis. Warsh was a governor at the Fed then, though it isn't clear if he and Zervos worked together directly at the time.
泽沃斯去年曾表示,他认为利率应该“低得多”。自沃什上任以来,泽沃斯表示他相信沃什可以通过缩减美联储资产负债表来腾出空间。这些削减是沃什的首要任务之一。
Zervos said last year he believed interest rates should be " much lower " Since Warsh took the job, Zervos has said he believes Warsh can make room for by cutting the Fed's balance sheet. Those cuts are one of Warsh's top priorities.
美联储本月早些时候进行了自2023年以来的首次加息。这一决定引起了特朗普政府一些经济学家的不满,但贝森特表现得更为谨慎。他在周日做客福克斯新闻时表示,美联储在如何管理经济方面“应该保持开放的心态”。
The Fed raised interest rates earlier this month for the first time since 2023. That decision prompted frustration from some economists in the Trump administration, but Bessent has been more circumspect. He said Sunday in an appearance on Fox News that the Fed "should have an open mind" about how to manage the economy.
随着利率持续上升,贝森特已对国债市场进行了干预。受强劲的经济、人工智能建设带来的资本竞争以及伊朗战争持续引发的通胀担忧影响,10年期国债收益率周五触及5.2%,达到2007年以来的最高水平。
Bessent has intervened in Treasury markets as interest rates have continued to rise. The 10-year Treasury hit 5.2% Friday a level last seen in 2007, powered by a strong economy, competition for capital from the artificial intelligence buildout and concerns about inflation as the Iran war continues.
在上个月做客CNBC时,泽沃斯支持贝森特增加回购部分长期国债的决定,此举可能缓解了部分国债收益率的压力。华尔街的一些人士曾批评过这些回购操作,但泽沃斯表示他支持这些举措。
Zervos, in a CNBC appearance last month, backed Bessent's decision to increase buybacks of some long-term Treasury debt, a move that may have eased pressure on some Treasury yields. Some on Wall Street had criticized the buybacks, but Zervos said he supported them. "I don't see how you could fight this when the firepower and the cards are all sitting in the Treasury Department," Zervos said.
“当火力和底牌都掌握在财政部手中时,我不明白你怎么能反对这一点,”泽沃斯说道。
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