美联储理事沃勒力挺12月再降息，警告就业市场濒临“失速”

Core Viewpoint - The article discusses the recent statements made by Federal Reserve Governor Christopher Waller, emphasizing the need for another interest rate cut in December due to a weak labor market and its impact on middle and low-income consumers [5][6]. Group 1: Interest Rate Policy - Waller supports a 25 basis point rate cut in December, citing clear signs of labor market weakness and the current core inflation being close to the FOMC target [5][6]. - The Federal Reserve has already cut its benchmark interest rate by 25 basis points in the previous month, reflecting ongoing concerns about the labor market [6][7]. - The probability of a rate cut in December has decreased from nearly 100% to about 40% due to hawkish comments from other Fed officials [6]. Group 2: Labor Market Concerns - Waller highlights the negative impact of high mortgage and auto loan rates on households, indicating that optimism around AI-driven stock price increases has not translated into job growth [5][6]. - The upcoming non-farm payroll report for September, delayed due to the federal government shutdown, is expected to provide further insights into the labor market [5]. Group 3: Divergence Among Policymakers - There is a growing divide among Federal Reserve policymakers, with some warning about persistent inflation risks while others focus on employment risks [6][8]. - Waller's comments reflect a departure from groupthink within the FOMC, emphasizing the importance of diverse viewpoints in policy discussions [8].