DLS MARKETS：美联储“少数派”理事为何坚持7月应降息？

Group 1 - The core viewpoint of the articles is that Federal Reserve Governor Christopher Waller suggests the possibility of interest rate cuts in July, despite strong employment data in June, indicating that current policy rates are "too high" [1][3] - Waller notes that inflation has "clearly cooled" and the labor market is becoming "stable," supporting a gradual shift towards a more accommodative monetary policy [3] - His remarks are particularly significant as he is one of the few members advocating for rate cuts in the near term, positioning him as a strong contender for the next Federal Reserve Chair [3][4] Group 2 - Waller emphasizes that his support for a July rate cut is based purely on economic logic, not political influences, asserting that the central bank's decisions should be guided by inflation and employment targets [3] - The market response to Waller's statements adds uncertainty to the upcoming July FOMC meeting, with investors divided on the timing of a potential rate cut cycle starting in the second half of 2025 [3][4] - Waller's comments serve as an independent interpretation of economic data and may signal an early shift in monetary policy direction, warranting attention to the positions of other key Federal Reserve officials [4]