Core Viewpoint - The Federal Reserve Governor Waller supports the FOMC's potential interest rate cut in December for "risk management" purposes, highlighting a weak labor market and stagnant economic conditions [1] Group 1: Economic Conditions - The U.S. labor market remains weak, approaching stagnation [1] - Excluding tariff impacts, core inflation is close to the 2% target [1] - Mid-term and long-term inflation expectations are anchored [1] Group 2: GDP and Housing Market - After excluding the effects of the government shutdown, GDP may slow down in the second half of 2025 [1] - Many households are struggling to afford homes and cars [1] Group 3: Employment Trends - The demand for workers is decreasing at a faster rate than the decline in supply [1] - Many companies are laying off employees or allowing headcount to decrease [1]
美联储理事沃勒：支持FOMC在12月为了“风险管理”而再次降息。美国劳动力市场仍然疲软，接近停滞速度。剔除关税因素的基础通胀
Sou Hu Cai Jing·2025-11-17 21:02