旧金山联储戴利：美联储政策制定者已准备好尽快下调利率

Group 1 - The core viewpoint is that Federal Reserve policymakers, as indicated by Mary Daly, are prepared to lower interest rates soon, suggesting that inflation driven by tariffs is likely temporary [1] - Daly emphasized the need for timely policy adjustments to align with current economic conditions, highlighting the conflict between the goals of full employment and price stability [1] - Recent data showed a significant increase in consumer spending in July, indicating economic resilience despite concerns over the labor market [1] Group 2 - Following Daly's comments, short-term U.S. Treasury yields fell to their daily lows, reflecting market reactions to potential rate cuts [2] - Federal Reserve Governor Christopher Waller also called for a rate cut, supporting a 25 basis point reduction in September and anticipating further cuts in the next three to six months [2] - Waller's remarks suggest that the Fed should lower policy rates now to manage risks associated with a potentially softening labor market and stable long-term inflation expectations [2]