罕见鸽声！美联储主席候选人沃勒：7月应降息以支持劳动力市场

Group 1 - Federal Reserve Governor Waller advocates for a 25 basis point rate cut to support a weakening labor market, contrasting with most policymakers who believe employment remains strong [1][2] - Waller emphasizes that inflation is close to the target level of 2%, suggesting that the risks of rising inflation are limited, and that policy should focus on potential inflation rather than tariff impacts [1][2] - The overall inflation rate in the U.S. showed lower-than-expected growth in June, marking the fifth consecutive month of such trends, although recent tariffs have begun to affect prices of certain goods [1] Group 2 - Waller notes that inflation expectations remain stable and wage growth has not accelerated, which alleviates concerns about persistent inflation [2] - The risk of a weakening job market has increased significantly, prompting the need for a rate cut, despite the economy still growing, albeit at a slower pace [2] - Other policymakers express concerns about tariffs impacting inflation and prefer to delay rate cuts, indicating a divergence in views within the Federal Reserve [2]