利空突发！美联储降息大消息！反对降息 官员集体放鹰

Core Viewpoint - Federal Reserve officials are collectively opposing interest rate cuts, indicating concerns about inflation and economic growth pressures [2][4][5]. Group 1: Federal Reserve Officials' Stance - Kansas City Fed President Jeff Schmieding voted against the rate cut, citing worries that economic growth and investment could exert upward pressure on inflation [2]. - Schmieding noted that the job market is generally balanced, and inflation remains above the Fed's 2% target, with consumer prices rising 3% year-over-year as of September [2]. - Dallas Fed President Lorie Logan stated there was no need for a rate cut this week and expressed skepticism about the necessity of a cut in December unless clear evidence of falling inflation or a cooling labor market emerges [4][5]. Group 2: Market Reactions and Future Expectations - The dissenting votes from Schmieding and Logan suggest an intense debate within the Fed regarding the need for further easing to support the labor market versus the need to remain vigilant about inflation [5]. - Following these statements, the bond market adjusted its expectations for a December rate cut, now estimating a roughly 50% chance of a cut [5]. - Cleveland Fed President Loretta Mester also expressed opposition to rate cuts, emphasizing the need for a degree of tightening to help bring inflation back to target [6].