Juno markets 官网：鹰派降息，沃勒与鲍曼为何投下关键赞成票？

Group 1 - The Federal Reserve's recent decision to cut interest rates by 25 basis points has been labeled as hawkish by the market, but the real impact comes from the subtle changes in the voting dynamics [2] - Only the new member Stephen Miran opposed the decision, advocating for a more aggressive 50 basis point cut, while previously dissenting hawkish members Waller and Bowman surprisingly voted in favor [2] - This shift in voting not only disrupts market expectations but also influences the betting odds for the next Fed chair, with Waller's odds dropping significantly and Miran's rising to the top [2] Group 2 - The support from Waller and Bowman alleviates fears that the Federal Reserve will be influenced by the White House, indicating that monetary policy decisions are guided by data rather than political pressures [3] - Their votes serve as a strong affirmation of the Fed's independence, demonstrating that there are decision-makers willing to bear reputational costs for making the right choices [3] - The 25 basis point cut is viewed as a technical adjustment, while the two supportive votes redefine the rules of the game, emphasizing that the Fed's authority is based on professional judgment rather than political fluctuations [3]