美联储最新发声！降息路径又要生变！

Core Viewpoint - The recent statement by Federal Reserve Governor Bowman supporting three interest rate cuts this year is seen as one of the most dovish voices from the Fed, causing significant market reactions and highlighting internal divisions within the Fed [1][2]. Group 1: Market Reactions - Bowman's dovish stance has led to a major response in financial markets, with participants reassessing future interest rate trends and adjusting investment strategies accordingly [2]. - The expectation of a more accommodative monetary policy has raised concerns about economic growth, with the pro-rate cut faction believing that more stimulus is needed, while the opposing faction fears inflationary pressures from excessive easing [2][3]. Group 2: Internal Divisions within the Fed - Bowman's comments have exposed increasing divisions within the Federal Reserve, with some officials arguing that the current economic conditions do not warrant a rate cut, fearing inflation and negative consequences from premature easing [3]. - The contrasting views within the Fed have been widely discussed in media and public forums, leading to heightened market volatility as participants "vote" through trading [3]. Group 3: Challenges for Powell - Fed Chair Powell faces the daunting task of reconciling the differing opinions between those supporting and opposing rate cuts, as his decisions could significantly impact market conditions and economic stability [4]. - If Powell leans towards the dovish side, it may lead to premature pricing in of larger rate cuts, while a conservative stance could be interpreted as inflexibility, increasing the risk of an economic downturn [4].