美联储主席热门人选沃勒：支持9月降息25基点，未来数月继续降息

Core Viewpoint - Federal Reserve Governor Christopher Waller advocates for an immediate interest rate cut, supporting a 25 basis point reduction at the upcoming September meeting, with expectations for further cuts in the next 3 to 6 months [1][3]. Summary by Sections Interest Rate Policy - Waller supports a 25 basis point rate cut at the Federal Reserve's next monetary policy meeting on September 16-17, 2023, and anticipates additional cuts in the following months [1][3]. - He emphasizes that the neutral interest rate is around 3%, significantly lower than the current target range of 4.25%-4.50% [3]. Economic Indicators - Waller notes that the potential inflation rate is nearing the Fed's long-term target of 2%, while labor market weakness is becoming a concern [3]. - The recent non-farm payroll data showed a significant drop in job growth, with only 73,000 jobs added in July, and the unemployment rate rising to 4.2% [5]. Internal Fed Dynamics - Waller and fellow voting member Michelle Bowman expressed a rare divergence in opinion, advocating for a rate cut while others preferred to maintain the current rates [4]. - This internal disagreement highlights differing assessments within the Fed regarding tariffs and economic outlook [4]. Market Reactions - The market data supports the case for a rate cut, as the labor market shows signs of deterioration, which may prompt the Fed to adjust its policy stance [5].