利空突发！美联储降息大消息！官员集体放鹰 反对降息

Core Viewpoint - Federal Reserve officials are collectively opposing interest rate cuts, expressing concerns over inflation and economic growth pressures [2][4]. Group 1: Federal Reserve Officials' Stance - Kansas City Fed President Jeff Schmieding voted against the rate cut, citing concerns 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 for over four years [2]. - Dallas Fed President Lorie Logan stated she sees no reason for a rate cut this week and emphasized the need for clear evidence of falling inflation or a cooling labor market before considering a December cut [4]. Group 2: Voting Dynamics and Future Implications - Schmieding's dissenting vote marks his first since joining the Fed in 2023, and he is now a voting member of the FOMC [3]. - Logan's comments indicate a potential debate within the Fed regarding the need for further easing to support the labor market versus the need to remain vigilant about inflation [4]. - The bond market adjusted its expectations for a December rate cut, now reflecting a roughly 50% probability of a cut, down from previous assumptions of a more certain cut [4]. Group 3: Additional Perspectives - Cleveland Fed President Loretta Mester expressed a preference to maintain a degree of tightening to help bring inflation back to target, despite not having voting rights this year [6]. - Mester believes the recent rate cut brings the federal funds rate close to her estimated neutral rate, which neither overly stimulates the economy nor imposes additional constraints [7].