美联储沃勒释放“慢降息”信号：当前利率仍偏紧，速度不必抢

Core Viewpoint - Federal Reserve Governor Christopher Waller supports further interest rate cuts to return monetary policy to a neutral stance, emphasizing that there is no rush to lower rates immediately [1] Group 1: Interest Rate Policy - Waller anticipates that U.S. inflation will continue to slow down by 2026, with current interest rates still 50 to 100 basis points above the "neutral rate" [1] - He suggests a gradual approach to lowering policy rates towards neutrality, stating that there is no need to hasten the process due to still elevated inflation levels [1] Group 2: Internal Fed Dynamics - Waller's comments come after the Federal Reserve's third consecutive rate cut, which saw dissent from three voting members for the first time since 2019, indicating significant internal divisions [1] - The Fed has made slight adjustments to its statement language, suggesting greater uncertainty regarding the timing of future rate cuts [1] Group 3: Potential Leadership Changes - Waller is considered a potential candidate for the next Federal Reserve Chair and is expected to meet with President Trump [1] - Despite being a candidate, Waller is not currently the frontrunner, as Trump has indicated that former Fed Governor Kevin Warsh is the top candidate for the position [1]