12月议息会议召开前夕，美联储主席热门候选人发声：应该继续降息

Core Viewpoint - The Federal Reserve is expected to lower interest rates by 25 basis points in its upcoming meeting, with a probability of 89.6% according to CME FedWatch [4][6][8] Group 1: Federal Reserve's Interest Rate Decision - Kevin Hassett, a leading candidate for the next Federal Reserve Chair, advocates for continued interest rate cuts but refrains from specifying a target [3][4] - The Federal Reserve's meeting is scheduled for December 9-10, with the decision to be announced on December 10 [3][4] - Wall Street institutions, including JPMorgan and Morgan Stanley, have revised their forecasts to predict a rate cut instead of maintaining the current rate [6][7] Group 2: Economic Data and Market Reactions - Recent economic data, particularly a decline in consumer confidence and a drop in private sector jobs by 32,000 in November, has influenced the expectation of a rate cut [3][8] - The market has largely priced in the anticipated rate cut, with investors focusing on the Fed's guidance regarding future policy [4][8] - Nomura Securities has changed its stance multiple times, now predicting a rate cut after initially forecasting no change [8] Group 3: Future Projections - Analysts predict that the Federal Reserve may continue to cut rates in 2026 under new leadership, with potential cuts in June and September [8][9] - The uncertainty surrounding the Federal Reserve's decisions is attributed to differing opinions among policymakers, with some expected to oppose the rate cut [8]