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克利夫兰联储主席贝丝•哈马克周三表示,当前形势仍然支持美联储继续缩减资产负债表。她还表示,在巨大的不确定性之下,现在不是改变货币政策的时候。

哈马克表示,在货币政策上“现在不是先发制人的好时机”,并补充说,现在是时候保持耐心,在对利率采取行动之前,看看数据会如何。

哈马克在纽约大学货币市场专家会议上详细阐述了她对美联储资产负债表的看法。

哈马克表示:“我们的系统中似乎仍然有足够的储备,因此不需要主动管理。”

哈马克表示,美联储持有的资产规模过大会给金融稳定带来风险。美联储缩减持仓的过程被广泛称为量化紧缩(QT)。

她表示:“庞大的资产负债表和充足的储备在一定程度上抑制了货币市场的波动,但同时也促进了金融市场的冒险行为。”

哈马克表示,随着时间的推移,美联储采取临时市场干预措施来管理短期波动是合理的。

她表示:“在某些情况下,美联储可能需要增加临时流动性。在这种情况下,即使储备充足,美联储也能使用公开市场操作的标准工具来维持联邦基金目标区间。”

美联储上个月决定大幅放缓缩减所持美国国债和抵押贷款债券的步伐。美联储已经两次放慢了缩减步伐,以确保不会过快地撤出流动性。

哈马克表示,她支持放慢缩表步伐。尽管系统中仍有足够的储备来推动缩表,但她表示:“我预计,通过减缓缩表步伐,我们将能够让这个过程持续更长时间。”

通过QT,美联储一直在撤回其在新冠疫情时期增加的资金。旨在稳定市场和提供刺激的债券购买计划使美联储持有的资产规模增加了一倍多,达到9万亿美元。缩表过程已使资产负债表规模降至6.8万亿美元。

在美国总统唐纳德·特朗普反复无常的关税政策导致市场剧烈波动之际,美联储资产负债表再次成为焦点。市场压力如此之大,以至于一些人开始思考,如果交易真的陷入混乱,美联储是否需要通过购买债券来稳定市场。

哈马克表示,市场在高度波动中似乎保持有序,投资者能够重新配置资金。她呼应了美联储主席杰罗姆·鲍威尔最近的言论。哈马克表示:“我认为,美联储必须设定极高的门槛才能出手救市。我们需要在那个时候出面支持市场。”

  日本财务大臣加藤胜信敦促G20同行合作稳定市场,并警告称,美国的关税和一些国家采取的反制措施正在损害全球增长,破坏金融市场的稳定。

  加藤当地时间周三在出席七国集团(G7)和20国集团(G20)财长会议后在新闻发布会上表示:“地缘政治问题,如俄乌冲突,以及美国的关税措施和一些国家采取的反制措施,加剧了不确定性,破坏了包括汇率在内的市场稳定,并损害了经济增长。”

  “20国集团必须密切关注事态发展,交换信息,并协调迅速应对,以维持经济和市场稳定,”他说。

  加藤胜信还表示,他将于当地时间周四与美国财政部长贝森特举行双边会谈,不过他没有就日本希望在会谈中讨论什么发表评论。

  韩国央行行长李昌镛表示,美国全面关税政策引发的全球贸易紧张局势是韩国出口导向型经济的主要阻力,这一问题可能会加速韩国实现供应链多元化的努力。

  当地时间周三,正在华盛顿出席20国集团(G20)财长和央行行长会议、以及IMF和世界银行春季年会的李昌镛在接受CNBC采访时做出了上述表示。

  “我们是一个出口导向型经济体。因此,贸易紧张局势无疑也是一大不利因素。我们将直接受到美国关税的影响,也会间接受到美国对其他国家征收关税的影响。例如,我们在越南的半导体生产、在墨西哥的汽车和电子产品生产以及在加拿大的电池生产都将受到影响。”

  “我真的希望这种贸易紧张局势能够消散,因为这对每个人都不利,”他补充说。

  但他说,韩国有“一些优势”来处理这个问题,因为在过去几年里,韩国“幸运地”实现了供应链的多元化。

  “这是一种自然的运动,使我们的供应链多样化,并向价值链上游移动。所以这将继续下去,但与此同时,最近的贸易紧张局势可能会加速这一行动。”

  在谈到经济增长时,李昌镛表示,由于美国关税政策的高度不确定性,很难提出增长前景。

  “目前,我不知道我们必须假设什么样的贸易紧张情景作为基准或参考情景,”李昌镛说,“明天与美国进行关税谈判后,我可能会有更好的主意。”

  多彩贵州网讯(本网记者洪英杰胡宏涛)4月24日,记者从省政府新闻办召开的2024年贵州省知识产权强省建设情况新闻发布会上获悉,2024年,全省检察机关不断深化知识产权检察综合履职,持续推动高质效办案,全面加强知识产权检察综合保护,努力为优化营商环境、助力新质生产力发展提供检察保障。

新闻发布会现场

  保护力度不断加大。严惩知识产权犯罪,加大民事行政诉讼监督力度,积极稳妥探索知识产权公益诉讼。2024年全省检察机关共起诉知识产权犯罪161件374人,同比分别增长37.88%和43.04%,办理知识产权民事检察案件24件,对审判程序违法行为制发检察建议9件,办理知识产权行政检察案件45件,办理知识产权领域公益诉讼案件31件。

  突出白酒产业知识产权保护。2024年共批准逮捕涉白酒类知识产权犯罪69件144人,提起公诉124件307人,严惩侵权犯罪助力贵州白酒产业高质量发展。仁怀市院针对6家白酒企业网络营销虚假宣传行为,立案办理行政公益诉讼案,开展酱酒网络流通领域专项监督。遵义市汇川区院、播州区院通过建立、运用知识产权领域大数据法律监督模型,强化侵犯白酒产业犯罪追捕追漏,实现从“个案办理”到类案监督。

  突出茶产业地理标志产品保护。地方检察机关聚焦本地茶企,通过设立基地、工作室、工作站等强化普安红茶、凤冈锌硒茶、余庆小叶苦丁茶等地理标志产品保护。凤冈县院制发检察建议推动全县93家茶企入驻国家追溯平台,有效防范假冒伪造产品。湄潭县院立案办理6件民事公益诉讼、1件行政公益诉讼案件,对“遵义红”“湄潭翠芽”地理标志证明商标公用品牌被违法乱用线索开展监督,推动地理标志规范使用。

  突出创新发展和民生司法保障。聚焦强化企业关键核心技术、商业客户账户密码等商业秘密保护,为高质量发展创造安全稳定的环境。聚焦味精、鸡精、农药等食品药品,日用产品、服装鞋袜、润滑油、轮胎等民生热点领域和侵权多发环节,严厉打击侵权假冒犯罪,筑牢民生安全防线。

  据两位直接知情的政府消息人士称,一旦马斯克在政府效率部(DOGE)退居二线,特朗普内阁成员很可能会采取行动限制该部门员工的影响力,夺回对预算和人员编制的控制权。

  DOGE是在特朗普上任当天通过行政命令成立的,由马斯克实际负责。该部门大量解雇员工、取消合同以及全面削减联邦政府对美国人的服务,带起了一股联邦机构削减人员和赤字的风潮。

  但马斯克周二证实,他计划将自己在政府的工作时间减少到每周一至两天,把更多精力留给自己旗下饱受打击的汽车企业特斯拉,这使人对DOGE未来的工作心生疑虑。作为一名“特殊政府雇员”,马斯克的任期似乎将于5月底到期。

  马斯克为白宫提供政治掩护,DOGE大砍成本的行动也让他在职业官僚中极不受欢迎。内阁部长们认为,DOGE雇员侵犯了传统上归属于他们的雇佣和解雇权,一些人不愿意听命于该部。

  最近几周,特朗普政府内部关系因为马斯克的权力问题而变得愈加紧张。熟悉内情的消息人士称,在3月一次内阁会议上,国务卿鲁比奥与马斯克发生冲突,指责他毁了美国国际发展署(USAID),运输部长达菲(SeanDuffy)也以航空安全为由,反对马斯克提出的裁减空中交通管制员一事。

  知情人士说,内阁部长们一直力争加强对预算决策的控制,他们希望有针对性地削减开支,而不是全面削减,如果没有马斯克挡在那里,他们这一计划会实施得更加顺畅。

  最重要的变化将是内阁本身权力增强。各机构负责人现在对于推进哪些提案将拥有最终决定权,从而巩固他们在联邦效率和支出战略中的核心作用。其中一位消息人士说,内阁将拥有更多的自主权,不再需要马斯克对每项决定签字同意。

  DOGE内部领导层的变化也会影响到那些起初由马斯克聘请来的年轻工程师,他们的角色和责任将被重新评估。消息人士称,这些工程师的影响力可能会减弱,并补充说他们将受到更严格的审查。

  白宫回应 

  白宫发言人哈里森・菲尔兹(HarrisonFields)反驳了马斯克退居二线意味着DOGE的方向或影响力发生变化的说法。“不会有任何改变。DOGE目前的运作十分轻松。从某种程度上说,几乎是处于自动巡航控制状态,”他说。

  此外,一名白宫官员周三表示,他们仍然期望马斯克会花大量时间来支持特朗普的议程。

  他说:“埃隆并没有说他会完全退出‘DOGE’。他仍然会在这里工作,投入大量时间来确保总统的计划取得成功。所以埃隆哪儿也不会去,‘DOGE’也不会消失。”

  从学者到支持或反对DOGE的人士,许多观察者都认为,尽管马斯克转为兼职工作,但削减预算的努力仍在继续,因为行政命令的车轮已经启动,而且特朗普内阁官员也支持他的工作。

  “DOGE所做的许多事情已经被很多机构内化了,并将继续推进,”明尼苏达大学法学院法学副教授NickBednar说。他一直在追踪政府裁员情况,认为政府机构不太可能逆转DOGE的裁减。“火车已经出站,很难停下来。”

  马斯克是政府改革背后的意识形态推手。他在关键政府部门安插了高级副手,同时将X和SpaceX的前员工派往许多联邦机构监督大幅裁员。白宫的一系列举措上都留下了他的印记,从冻结联邦招聘,到几轮政府范围内的买断方案,以及指示各机构制定重组计划以裁减人员。

  “让DOGE团队就位并在政府部门开展工作,让财务状况变得有序,实现这些目标所需要的大量工作已基本完成,”马斯克在周二表示。

  随着马斯克把更多精力放在自己的生意上面,DOGE需要再找一位领导者。人选之一是白宫今年2月任命的DOGE代理主管AmyGleason。她在3月19日的一份法庭文件中说,马斯克不在DOGE工作。与之说法矛盾的是,特朗普本人在多个场合表示马斯克是负责人。

  然而,马斯克的日常职责是什么却一直不清楚,在他离职前澄清这一点将变得更加重要。

  汤姆・沙茨(TomSchatz)是DOGE使命的支持者,也是监督组织“公民反对政府浪费”(CitizensAgainstGovernmentWaste)的主席,他表示,马斯克的退出可能会使DOGE更有效。

  他说,马斯克“是一个显眼包”,“无论他做什么都会引起关注”。随着马斯克的角色变小,“可能会更有效,因为对他的关注减少了”。

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