德国商业银行：沃什或可成功推动美联储从2026年中期开始降息

Core Viewpoint - The selection of Kevin Warsh as the Federal Reserve Chair by President Trump indicates a potential shift towards a more consensus-driven approach within the Fed, with gradual interest rate cuts expected to begin in mid-2026 [1] Group 1: Economic Outlook - The strong performance of the U.S. economy suggests that Trump's idea of the U.S. having the lowest global interest rates is unlikely to be adopted [1] - Economists believe that monetary policy may become more expansionary than what the economic conditions can support [1] Group 2: Federal Reserve Independence - Warsh's advocacy for reforming the Federal Reserve may lead to a diminished defense of the Fed's independence compared to his predecessors [1] - This potential shift in stance could increase inflation risks [1]