美联储，降息大消息！

Core Viewpoint - Federal Reserve Board member Waller advocates for a rate cut in December, citing concerns over the labor market and expected inflation decline [2][4]. Group 1: Federal Reserve's Rate Decisions - Waller emphasizes the need for a rate cut in December due to potential continued slowdown in job growth, stating that all data supports this action [2]. - The Federal Reserve recently lowered the benchmark interest rate by 25 basis points for the second consecutive month to address the evident labor market slowdown [2]. - Fed Chair Powell cautioned that another rate cut in December is not guaranteed, indicating uncertainty in future monetary policy [3]. Group 2: Inflation and Tariff Concerns - Waller downplays the inflation risks associated with Trump's tariffs, suggesting that excluding temporary tariff impacts, inflation measured by the PCE index is around 2.5% and expected to decline further [4]. - He believes that tariffs will only cause a one-time price spike and that the Fed should prioritize employment risks over inflation concerns [4]. Group 3: Waller's Position and Future Prospects - Waller, nominated by Trump in 2020, is one of the candidates being considered for the Fed Chair position after Powell's term ends in May next year [4]. - He has been an early advocate for rate cuts compared to many of his colleagues and previously opposed the decision to maintain rates in July [4].