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華爾街不看好奧巴馬的財(cái)長(zhǎng)人選

華爾街不看好奧巴馬的財(cái)長(zhǎng)人選

Stephen Gandel 2012-11-28
華爾街認(rèn)為,奧巴馬可能提名的美國(guó)財(cái)長(zhǎng)人選杰克·盧擁有豐富的政治經(jīng)驗(yàn),但對(duì)市場(chǎng)一無所知。因此,奧巴馬對(duì)于修復(fù)與華爾街的關(guān)系一事并不像他口頭說的那么認(rèn)真。但如今,美國(guó)財(cái)長(zhǎng)這個(gè)職位與華爾街的聯(lián)系越來越密切,華爾街認(rèn)為,萬一杰克·盧真的獲得提名,對(duì)市場(chǎng)乃至美國(guó)經(jīng)濟(jì)而言都不是什么好消息。

杰克·盧

????杰克·盧很有可能獲得美國(guó)總統(tǒng)奧巴馬提名,在他第二屆任期內(nèi)擔(dān)任財(cái)長(zhǎng),但此君并不是華爾街心中這個(gè)關(guān)鍵經(jīng)濟(jì)崗位的第一人選。他甚至連第二人選都不是。

????“我和很多投資者談過,他們都認(rèn)為財(cái)長(zhǎng)一職從蒂姆·蓋特納手中交給杰克總體而言不是什么好消息,”古根海姆公司(Guggenheim Partners)高級(jí)政治分析師克里斯·克魯埃格說?!叭A爾街到底希望誰(shuí)來當(dāng)財(cái)長(zhǎng)?絕不是杰克·盧?!?/p>

????現(xiàn)年57歲的杰克曾在華爾街干過3年,擔(dān)任花旗集團(tuán)(Citigroup)另類資產(chǎn)投資管理部門的首席運(yùn)營(yíng)官。盧所在的部門曾投資一只由約翰·保爾森管理的基金,當(dāng)時(shí)保爾森正在大舉做空住宅市場(chǎng)和銀行。但這些似乎并不是人們印象中盧的個(gè)人經(jīng)歷。當(dāng)然,這段段經(jīng)歷也并不是很重要。

????盧自小在紐約皇后區(qū)長(zhǎng)大,從哈佛大學(xué)(Harvard University)和喬治敦大學(xué)法學(xué)院(Georgetown Law)畢業(yè)后直接去了華盛頓,此后的大部分時(shí)間里都在政府圈子里供職。他曾多次參與達(dá)成重大的預(yù)算協(xié)議。他曾為眾議院議長(zhǎng)蒂普·奧尼爾工作,在這期間奧尼爾就加稅和削減福利與時(shí)任美國(guó)總統(tǒng)里根達(dá)成了協(xié)議。盧也曾是克林頓總統(tǒng)預(yù)算團(tuán)隊(duì)的主要成員,在消除預(yù)算赤字的同時(shí),與共和黨就保留應(yīng)得利益達(dá)成了長(zhǎng)期協(xié)議。

????奧巴馬時(shí)期,盧擔(dān)任了白宮預(yù)算和管理辦公室主任,2012年初又成為了奧巴馬的首席幕僚長(zhǎng)。

????此次大選以來,奧巴馬似乎一直在試圖修復(fù)與華爾街的關(guān)系;這次大選中,華爾街集體倒向了羅姆尼。大選過后,奧巴馬給摩根大通(JPMorgan Chase)CEO杰米·戴蒙和其他企業(yè)領(lǐng)導(dǎo)人打了電話。最近,盧也與戴蒙進(jìn)行了會(huì)面,商討財(cái)政懸崖問題。蓋特納預(yù)計(jì)將在明年初離任財(cái)長(zhǎng)一職。

????不管怎樣,一些金融業(yè)高管表示,假如奧巴馬選擇盧擔(dān)任財(cái)長(zhǎng),表明奧巴馬對(duì)待修復(fù)與商界領(lǐng)導(dǎo)人的關(guān)系這個(gè)問題并不像他口頭說的那么認(rèn)真。華爾街人士稱,相對(duì)于盧,他們更傾向于另外兩名候選人,前投資銀行家、兩度成為第二人選的厄斯金·鮑爾斯和黑石集團(tuán)(BlackRock)CEO拉里·芬克。鮑爾斯一直是預(yù)算赤字鷹派人物,而芬克顯然通曉債券市場(chǎng)。而且,不像盧,華爾街對(duì)這兩個(gè)人很熟悉。

????Jack Lew, the frontrunner to be named Treasury Secretary in Obama's second term, isn't Wall Street's first choice for the key economic post. He's not even its second.

????"I've talked to a bunch of investors and it's seen as a net negative going from [Tim] Geithner to Lew," says Chris Krueger, senior political analyst at Guggenheim Partners. "Who does Wall Street want? Not Jack Lew."

????Lew,?57, spent three years on Wall Street working at Citigroup (C) as the chief operating officer of its alternative asset investment management unit. One of the funds Lew's group invested in was run by John Paulson, who at the time was betting heavily against the housing markets and banks. But that's not the part of Lew's resume that anyone seems to remember. And it's certainly not the important part.

????After Lew, a Queens, New York native, graduated from Harvard University and Georgetown Law, he headed straight to Washington and has mostly stuck inside the Beltway ever since. He's been on teams credited with brokering major budget deals. He worked for Tip O'Neill when the House speaker struck a deal to raise taxes and cut benefits with President Reagan. And Lew was a key member of President Clinton's budget team, which simultaneously erased the deficit and struck a long-term deal with Republicans to preserve entitlements.

????Under Obama, Lew served as the head of the Office of Budget and Management, and at the beginning of 2012 he became Obama's chief of staff.

????Since the election Obama has seemingly been trying to patch things up with Wall Street, which threw its collective support behind Romney. After the election, Obama called JPMorgan Chase (JPM) CEO Jamie Dimon and other business leaders. And Lew recently met with Dimon to talk about the fiscal cliff. Geithner is expected to exit the Treasury job early next year.

????Nonetheless, some financial executives say that if Obama were to choose Lew for Treasury Secretary, it would signal that the president is not as serious about mending his relationship with corporate leaders as he says. Wall Streeters say the two other candidates who are considered in the mix for the job, former investment banker and two-time second Erskine Bowles and BlackRock (BLK) CEO Larry Fink, would be preferable to Lew. Bowles has been a deficit hawk, and Fink clearly knows the debt market. What's more, unlike Lew, neither one would need an introduction to Wall Street.

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