Group 1 - The Federal Reserve is nearing a decision on interest rate cuts due to signs of a softening job market and a lack of sustained inflation driven by tariffs [1][3] - Mary Daly indicated that while the Fed's short-term borrowing cost remains at 4.25%-4.50%, future meetings may consider policy adjustments, with a possibility of more than two rate cuts if the labor market continues to weaken [3][4] - Recent labor data showed only 73,000 new jobs added in July, with significant downward revisions to previous months, indicating potential challenges in the employment sector [3][4] Group 2 - The unemployment rate rose slightly to 4.2% in July, but Daly emphasized that this does not reflect extreme weakness in the job market [4] - There is no evidence that tariff-induced price increases are broadly affecting inflation, and the Fed may risk acting too late if it waits too long to ensure this is the case [4] - Daly expressed that the current policy may increasingly misalign with economic conditions, suggesting a need for adjustments to maintain downward pressure on inflation while ensuring sustainable employment [4]
不能一直等待!美联储戴利:降息时机已临近,预计年内次或超两次
Huan Qiu Wang·2025-08-05 03:27