Group 1 - The core viewpoint is that the Federal Reserve may need to implement one or two interest rate cuts this year in response to a weak labor market [1][3] - Mary Daly, President of the San Francisco Federal Reserve, indicated that further monetary easing would be a reasonable choice if the labor market continues to show weakness, with risks leaning towards the employment side [3] - The Vice Chairman of the Federal Reserve, Jefferson, acknowledged the risk of a sudden weakening in the labor market but noted that the current employment situation remains stable due to previous rate cuts [5] Group 2 - Important economic indicators, including January non-farm payroll data and core consumer price index, are set to be released, with January inflation data being particularly critical as many U.S. companies tend to raise prices at the beginning of the year [7] - Analysts warn that a scenario of "weak employment" coupled with "rising inflation" could pose significant risks to the market [7]
旧金山联储银行行长:美联储今年降息一至两次或有必要
Sou Hu Cai Jing·2026-02-09 09:44