美联储10月会议纪要揭示严重内部分歧,12月投票结果将非常胶着
Sou Hu Cai Jing·2025-11-19 23:38

Core Viewpoint - The Federal Reserve's October policy meeting minutes reveal significant divisions among decision-makers regarding the recent interest rate cut, highlighting concerns about its potential impact on inflation control efforts [1] Summary by Relevant Sections Interest Rate Decisions - Decision-makers showed disagreement on supporting the rate cut during the October meeting and whether to cut rates again in December [1] - Several participants favored the October rate cut, while some indicated they could have supported maintaining rates [1] Inflation Concerns - Many participants believe that keeping rates unchanged for the remainder of the year is appropriate given their current outlook [1] - A majority expressed that further rate cuts could heighten the risk of entrenched high inflation or be perceived as a lack of commitment to the 2% inflation target [1] Economic Outlook - The minutes reflect officials' efforts to reach a consensus amid data scarcity, balancing the dual risks of rising inflation and a weak labor market [1] - There is a warning that a "sharp revaluation" of AI investments could lead to "disorderly declines" in the stock market [1]