美联储利率连续第五次“按兵不动” 内部反对声音已现

Core Viewpoint - The Federal Reserve maintained the federal funds rate target range at 4.25% to 4.50%, marking the fifth consecutive meeting without a rate change, which aligns with market expectations [1][2] Group 1: Federal Reserve's Decision - The voting result for the decision was 9 in favor and 2 against, with one member absent, marking the first time since late 1993 that two members opposed the rate decision [1] - The dissenting votes came from Michelle Bowman and Christopher Waller, who argued for a 25 basis point rate cut [2] Group 2: Economic Considerations - The Federal Reserve's decision to keep rates unchanged is influenced by inflation pressures and economic uncertainties in the U.S. [2] - Powell emphasized that the Fed is in a favorable position to observe and will closely monitor U.S. inflation data as a key factor for future monetary policy [2] Group 3: Market Reactions and Future Expectations - Following the July meeting, the market's expectation for a September rate cut dropped significantly from 63.3% to 43.2% [3] - Analysts predict a total rate cut of 50 to 75 basis points by the end of the year, with a higher likelihood of a cut in November rather than September [5]