KVB plus:美联储副主席公开唱“鸽”，最早或7月降息！

Group 1 - The core debate within the Federal Reserve regarding interest rate direction is intensifying, with President Trump pressuring for rate cuts and key officials expressing differing views [1] - Bowman, the Vice Chair for Supervision appointed by Trump, indicated that the timing for a rate cut may be approaching, causing significant market reactions and highlighting internal conflicts within U.S. economic decision-making [1][3] - Bowman emphasized the need to consider adjusting policy rates due to potential risks in the labor market, while maintaining an optimistic view on inflation returning to the 2% target [3][4] Group 2 - Bowman supports a potential rate cut at the next meeting if inflation pressures remain controlled, aiming to maintain a healthy labor market [3] - Waller, another key Federal Reserve official, also expressed openness to rate cuts, increasing market expectations for a reduction and putting pressure on current Chair Powell [4] - Trump continues to exert pressure on the Federal Reserve for significant rate cuts, attempting to align monetary policy with his economic strategies [4]