特朗普“钦点”联储理事米兰：9月非农影响““明显偏向鸽派”，11月CPI可能在12月利率决议之后才会公布

Core Insights - The recent non-farm payroll report for September is perceived as "clearly dovish," indicating a continued cooling in the U.S. labor market [1] - Federal Reserve Governor Michelle Bowman expressed a willingness to support a 25 basis point rate cut if her vote is decisive in the next meeting [1] - New York Fed President John Williams noted that there is still room for further rate cuts as the labor market cools, suggesting a shift towards a more neutral policy stance [1] Group 1 - The September non-farm payroll report reinforces evidence of a cooling labor market [1] - Michelle Bowman highlighted the limited data available to the Fed but emphasized that predictions can still be made based on trends [1] - The upcoming CPI data release will occur after the December FOMC meeting, leading to discussions based more on current labor and inflation trends [1] Group 2 - Williams and Bowman's comments are interpreted as a clearer dovish signal from the Fed, increasing expectations for a rate cut in December [1]