邦达亚洲:美联储官员发表鸽派言论 美元指数小幅收跌

Group 1 - Federal Reserve Governor Waller expressed interest in the Fed Chair position and hinted at the possibility of a rate cut in July, citing concerns over weak private sector employment as a reason for action [1] - Waller indicated that the job growth in the previous month was primarily from the public sector, suggesting that the private sector's condition is not as healthy as commonly perceived [1] - A survey showed that economists believe the European Central Bank (ECB) will prefer targeted lending tools over large-scale quantitative easing in response to future economic shocks [1] Group 2 - There is a growing divergence within the ECB regarding short-term policy paths, with expectations that officials will pause rate cuts in the upcoming meeting [1] - Most economists anticipate a final rate cut of 25 basis points in September, while a significant portion believes it may be delayed until December [1] - Approximately 25% of survey respondents think the ECB's rate-cutting cycle has ended, highlighting uncertainty due to external factors, particularly trade negotiations between Europe and the U.S. [1]