美联储理事沃勒:我已经明确表示,我认为下次会议应该降息。希望在劳动力市场下行前行动。我预计未来几个月将有多次降息。通胀预期锚
Sou Hu Cai Jing·2025-09-03 15:02

Core Viewpoint - The Federal Reserve Governor Waller advocates for interest rate cuts in the upcoming meetings, emphasizing the need to act before the labor market declines [1] Group 1: Interest Rate Outlook - Waller expects multiple interest rate cuts in the coming months [1] - He believes that the inflation expectations are anchored and that the 10-year U.S. Treasury yield has been somewhat stabilized [1] - The pace of interest rate cuts does not need to follow a fixed rhythm [1] Group 2: Inflation and Economic Indicators - Waller predicts that inflation rates will begin to return to 2% within 6-7 months [1] - He asserts that tariffs will not lead to long-term inflation [1] - Other colleagues at the Federal Reserve have a much higher neutral interest rate expectation [1]