Group 1 - The core argument presented by Waller is the need for the Federal Reserve to consider a rate cut in July due to concerns over weak private sector employment, which he believes is not as healthy as commonly perceived [1][3] - Waller's comments were influenced by the June non-farm payroll report, which indicated a slowdown in private sector job growth and a deceleration in wage growth, despite a slight decrease in the overall unemployment rate [3] - Following Waller's statements, the dollar index fell by 0.39%, and U.S. Treasury yields also declined slightly, indicating a more aggressive stance on rate cuts than the market consensus, which anticipates a cut in September [1] Group 2 - Waller has expressed interest in succeeding Jerome Powell as the Federal Reserve Chair, stating he would accept the position if offered, although he noted that there has been no communication from President Trump regarding this matter [4] - He emphasized the importance of the next chair gaining the trust of financial markets, warning that a lack of credibility could lead to rising inflation expectations and higher interest rates, contrary to the desired outcome of lower rates [5]
不装了!美联储理事沃勒:如果总统让我担任美联储主席,我会答应
Hua Er Jie Jian Wen·2025-07-18 13:22