Core Viewpoint - The current job market is described as "very weak," indicating that there is room for further interest rate cuts by the Federal Reserve, according to Waller, a candidate for the next Fed chair [1][2] Group 1: Employment Market - Waller emphasizes that job growth is "not optimistic," suggesting that the Fed should continue to lower interest rates to return to neutral levels [1] - He notes that the current interest rates are 50 to 100 basis points above neutral, advocating for a moderate pace of rate cuts rather than aggressive actions [1] - Despite the weak job market, Waller reassures that there is no "cliff-like drop" in employment [1] Group 2: Inflation Outlook - Waller acknowledges that inflation rates are still above target levels but expects a decline in the coming months [1] - He expresses confidence in stable inflation expectations and dismisses concerns about a potential resurgence in price pressures [1] - Waller believes inflation will decrease over time [1] Group 3: Future Economic Outlook - Waller anticipates an economic improvement by 2026, hoping that this will positively impact the job market [1] - He acknowledges uncertainty regarding the impact of artificial intelligence on future employment [1] Group 4: Federal Reserve Independence - Waller asserts the importance of Federal Reserve independence and plans to emphasize this during his meeting with President Trump [2] - He has become a strong advocate for interest rate cuts within the Fed, having voted against maintaining rates in July [2] - Waller's appointment by Trump and his subsequent confirmation have positioned him as a significant voice in the current Fed discussions [2]
美联储主席大热门沃勒主张温和降息步伐,承诺将向特朗普强调独立性!
Jin Shi Shu Ju·2025-12-17 14:25