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華爾街不看好奧巴馬的財長人選

華爾街不看好奧巴馬的財長人選

Stephen Gandel 2012-11-28
華爾街認為,奧巴馬可能提名的美國財長人選杰克·盧擁有豐富的政治經驗,但對市場一無所知。因此,奧巴馬對于修復與華爾街的關系一事并不像他口頭說的那么認真。但如今,美國財長這個職位與華爾街的聯系越來越密切,華爾街認為,萬一杰克·盧真的獲得提名,對市場乃至美國經濟而言都不是什么好消息。

杰克·盧

????杰克·盧很有可能獲得美國總統奧巴馬提名,在他第二屆任期內擔任財長,但此君并不是華爾街心中這個關鍵經濟崗位的第一人選。他甚至連第二人選都不是。

????“我和很多投資者談過,他們都認為財長一職從蒂姆·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)高級政治分析師克里斯·克魯埃格說?!叭A爾街到底希望誰來當財長?絕不是杰克·盧。”

????現年57歲的杰克曾在華爾街干過3年,擔任花旗集團(Citigroup)另類資產投資管理部門的首席運營官。盧所在的部門曾投資一只由約翰·保爾森管理的基金,當時保爾森正在大舉做空住宅市場和銀行。但這些似乎并不是人們印象中盧的個人經歷。當然,這段段經歷也并不是很重要。

????盧自小在紐約皇后區長大,從哈佛大學(Harvard University)和喬治敦大學法學院(Georgetown Law)畢業后直接去了華盛頓,此后的大部分時間里都在政府圈子里供職。他曾多次參與達成重大的預算協議。他曾為眾議院議長蒂普·奧尼爾工作,在這期間奧尼爾就加稅和削減福利與時任美國總統里根達成了協議。盧也曾是克林頓總統預算團隊的主要成員,在消除預算赤字的同時,與共和黨就保留應得利益達成了長期協議。

????奧巴馬時期,盧擔任了白宮預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。

????此次大選以來,奧巴馬似乎一直在試圖修復與華爾街的關系;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·戴蒙和其他企業領導人打了電話。最近,盧也與戴蒙進行了會面,商討財政懸崖問題。蓋特納預計將在明年初離任財長一職。

????不管怎樣,一些金融業高管表示,假如奧巴馬選擇盧擔任財長,表明奧巴馬對待修復與商界領導人的關系這個問題并不像他口頭說的那么認真。華爾街人士稱,相對于盧,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(BlackRock)CEO拉里·芬克。鮑爾斯一直是預算赤字鷹派人物,而芬克顯然通曉債券市場。而且,不像盧,華爾街對這兩個人很熟悉。

????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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