STARTRADER：三次降息后，为何有联储官员主张“暂缓调整利率”？

Group 1 - The core viewpoint of Cleveland Fed President Beth Hammack is that there is no need to adjust interest rates in the coming months, based on a comprehensive assessment of the current inflation situation, economic fundamentals, and policy suitability [2] - Hammack's stance on maintaining interest rates is supported by a cautious interpretation of inflation data, indicating that the November inflation data may be distorted and not a reliable basis for assessing inflation trends [4] - Hammack believes that the current market perception of the "neutral interest rate" is too low, suggesting that the actual neutral rate should be higher, which impacts the effectiveness of the Fed's current policy [5] Group 2 - Hammack sets the policy evaluation timeline for spring next year, considering the impact of tariffs on supply chains will be fully digested by then [6] - She emphasizes that clearer evidence of inflation retreat or substantial weakness in the labor market is needed before adjusting interest rate policies, advocating for a stable rate in the short term [8] - Hammack's position is not merely hawkish but is based on a rational deduction from various factors, including inflation data interpretation, neutral rate assessment, and business feedback [8]