對衝大佬阿克曼怒批耶倫言論
美國知名對衝基金潘興廣場資本管理公司的創始人比爾·阿克曼表示,在美國財政部長耶倫“收回”有關爲所有存款提供擔保的言論以及美聯儲提高基準利率後,他預計存款將加速從銀行流出。阿克曼在推特上表示,5%的利率門檻讓銀行存款“吸引力大打折扣”。“如果存款外流沒有立即加速,我會感到意外,”阿克曼補充道。
阿克曼寫道:“需要一個暫時性的全系統存款擔保來止血。”“這種不確定性持續的時間越長,對小銀行的損害就越持久,也就越難把客戶吸引回來。”
據瞭解,耶倫週三表示,她沒有考慮或討論在未經國會批準的情況下爲美國銀行存款提供“一攬子”保險以穩定美國銀行體系。這番言論粉碎了市場對政府可能迅速提供擔保以阻止進一步銀行擠兌威脅的期望。此外,美聯儲週三如期宣佈加息25基點,將聯邦基金利率目標區間上調至4.75%-5%。
早些時候,阿克曼在另一條推文上表示,耶倫關於財政部不考慮擴大存款保險的聲明是一個“巨大的錯誤”。他補充說,耶倫的言論加上美聯儲加息25個基點,對非系統重要性銀行“施加了更大的壓力”。
阿克曼週二表示,耶倫關於聯邦政府介入銀行體系的言論可能會減輕臨時存款擔保的必要性。此前一天,他表示,鑑於銀行業危機,美聯儲本週應該暫停加息。
阿克曼本月早些時候還表示,他在銀行業沒有做多或做空投資。
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