美联储9月“降息窗口”越开越大，就连鹰派官员也松口了

Group 1 - St. Louis Federal Reserve President Alberto Musalem predicts a gradual cooling of the job market and downplays long-term inflation concerns, potentially paving the way for interest rate cuts this fall [1][2] - Musalem expressed concerns about the labor market, noting that any increase in layoffs could lead to more significant weakness, especially with recent employment data showing downward revisions [1][2] - He estimates that the U.S. economy now only needs to create 30,000 to 80,000 jobs per month to meet population growth needs, down from over 100,000 in previous years [2] Group 2 - Other Federal Reserve officials, including Governor Chris Waller, support the idea of rate cuts due to concerns about a weakening job market [2][3] - Waller anticipates multiple rate cuts in the next three to six months to reach a neutral interest rate of 3% [3] - Atlanta Fed President Raphael Bostic acknowledges the need for rate cuts due to signs of a cooling job market, suggesting a potential reduction of around 25 basis points [3]