美联储理事米兰称相信凯文·沃什能够有效地领导央行货币政策委员会

Core Viewpoint - Federal Reserve Governor Stephen Milan expresses confidence in Kevin Walsh, the new Fed Chair nominee, to effectively lead the Federal Reserve's monetary policy committee [1][3]. Group 1: Leadership and Expectations - Milan believes Walsh's prior experience and understanding of the institution will enable him to integrate necessary arguments and evidence to persuade others to accept his policy proposals [1][3]. - Milan anticipates that the White House will appoint Walsh to the Federal Reserve Board using his vacant seat [1][3]. Group 2: Monetary Policy and Interest Rates - Milan disagrees with the Fed's recent decision to maintain current interest rates, advocating for a significant reduction in rates, suggesting a slowdown to 25 basis points per meeting [1][3]. - He expresses skepticism regarding inflation data that exceeds the Fed's target by nearly one percentage point, attributing this to specific measurement habits related to housing and portfolio management fees [1][3]. Group 3: Inflation Analysis - Milan argues that much of the perceived inflation is "false inflation" due to technical issues in how inflation is measured, particularly concerning housing [1][3]. - He notes that once adjustments are made, the core inflation, excluding housing, is approximately 2.2%, which is close to the Fed's target, indicating no real inflation problem [1][3].