美联储内部对降息节奏存分歧：戴利反对9月大幅降息 古尔斯比呼吁谨慎

Group 1 - The Chicago Fed President Goolsbee suggests that the Federal Reserve should not rush to cut interest rates until inflation is fully under control, indicating a divergence in the Fed's decision-making regarding the pace of rate cuts [2] - Daly believes that a 50 basis point rate cut would signal an emergency situation, but she does not feel overly concerned about the current U.S. labor market, suggesting no need for a "catch-up" rate cut [2] - Daly maintains that two rate cuts this year are a reasonable expectation, consistent with her June forecast, but acknowledges that if labor market data shows weakness, further cuts may be appropriate [2] Group 2 - Daly's assessment of the U.S. labor market has shifted from "solid" to "softening," influenced by a significant downward revision in previous months' employment growth data [2] - On inflation prospects, Daly expresses a relatively optimistic view, noting that the response of commodity inflation to higher tariffs has been mild, indicating reduced risks of severe psychological impacts from price surges [2] - Companies have found ways to absorb tariff costs rather than passing them on to consumers, likening this process to a "small loophole" where costs are distributed throughout the supply chain instead of causing widespread price shocks [3]