Group 1 - The core viewpoint of the article is that Federal Reserve Governor Waller advocates for another interest rate cut in December, but decisions may shift to a "meeting-by-meeting" approach starting in January as more key economic data is released [2] - Waller expresses concern about the labor market, which is crucial to the Fed's dual mandate, and supports a rate cut in the upcoming meeting [2] - Market expectations indicate a 70% probability of a rate cut during the Fed's meeting on December 9-10, although there is internal disagreement among decision-makers regarding the necessity of further cuts after September and October [2] Group 2 - Waller notes that recent data shows a weak labor market, but warns that key economic reports delayed due to government shutdown will be released after the December meeting, complicating the January rate decision [2] - Employment data for October and November is set to be released on December 16, while inflation data for November will be published on December 18 [2]
中资离岸债每日总结(11.25) | 西部水泥(02233.HK)、成都经开资管发行