除了“鹰派降息”，美联储还有个细节对市场“意义非凡”：沃勒和鲍曼的“赞成票”

Core Viewpoint - The Federal Reserve's recent decision to cut interest rates by 25 basis points is interpreted as slightly "hawkish," despite the absence of expected dissenting votes from two hawkish members [1]. Group 1: Interest Rate Decision - The Federal Open Market Committee (FOMC) decided to lower interest rates by 25 basis points, which led to significant market volatility before being classified as slightly "hawkish" [1]. - Only new member Stephen Miran voted against the decision, advocating for a 50 basis point cut, while Waller and Bowman, previously seen as dissenters, supported the cut [1]. Group 2: Implications of Votes - Waller and Bowman’s votes are seen as a defense of the Federal Reserve's independence, indicating a potential shift away from political influence in monetary policy [2][4]. - Their support for the rate cut, despite political pressures, suggests that the rationale for aggressive cuts is weaker than the government might want the public to believe [3]. Group 3: Market Reactions - Following the FOMC decision, Waller's odds of becoming the next Fed Chair significantly decreased, while Miran's odds surged to the top position due to his dissenting vote [3]. - The actions of Waller and Bowman are interpreted as a positive signal, reducing concerns about excessive political interference in future monetary policy [4].