美联储理事米兰再谈激进降息 今年或需降超100基点

Group 1 - The Federal Reserve Governor Milan indicated that current monetary policy is significantly constraining the economy, suggesting that interest rates may need to be cut by over 100 basis points by 2026 to alleviate the pressure on economic growth [1] - Milan expressed that it is difficult to determine if the current policy is at a neutral level, asserting that it is clearly tight and dragging down the economy, with potential rate cuts this year likely exceeding 100 basis points [1] - The Federal Reserve has already lowered interest rates for the third consecutive time last month, but has not committed to further cuts in the short term, with policymakers showing significant divergence in their views on inflation and labor market prospects [1] Group 2 - Richmond Fed President Barkin emphasized the need for a delicate balance between the Fed's dual mandate, noting low hiring rates and persistent inflation above target for nearly five years [2] - Milan has consistently advocated for a more aggressive rate-cutting stance since September of last year, having transitioned from the role of Chairman of the White House Council of Economic Advisers to a Federal Reserve Governor [2]