美联储主席人选沃勒：支持9月降息25基点，未来三到六个月进一步降

Group 1 - Waller, a Federal Reserve governor, advocates for an immediate interest rate cut of 25 basis points at the upcoming FOMC meeting on September 16-17, and anticipates further cuts in the next three to six months [1][2] - Waller believes that the potential inflation rate in the U.S. is nearing the Fed's long-term target of 2%, and that the labor market may show signs of weakness, warranting a risk management approach that includes an immediate rate cut [1][2] - Waller's stance reflects a growing divergence among Fed officials regarding the impact of tariffs on inflation, as he suggests that the Fed should "ignore" these effects, viewing them as temporary [2] Group 2 - Waller's support for a rate cut aligns with his potential candidacy for the next Fed chair, as he has consistently expressed concerns about high rates in an economy lacking inflationary pressure [2][3] - The recent dissent among Fed governors regarding interest rate decisions is notable, marking the first time since 1993 that multiple governors have opposed a rate decision, indicating a fracture in consensus on economic and inflation impacts [2] - Economic advisor Stephen Miran has praised Waller's performance at the Fed, highlighting his impressive predictions on inflation and policy recommendations [3]