关键时刻“救市”！为什么这位美联储高官讲话很重要

Core Viewpoint - The recent comments from John Williams, the New York Fed President, suggest a strong possibility of a rate cut in December, which has significantly influenced market sentiment and expectations regarding Federal Reserve policy [1][3][5]. Group 1: Market Reaction - Following Williams' remarks, market expectations for a December rate cut surged from approximately 40% to over 70% [3][5]. - The S&P 500 index had experienced a decline of 4.4% since the beginning of November, indicating the worst monthly performance since March and the worst November performance since 2008 [4]. - Williams' statement was seen as a critical signal that helped stabilize the market after a significant drop, preventing further sell-offs [6][7]. Group 2: Federal Reserve Dynamics - Williams' comments come at a time of division within the Federal Reserve, with some officials advocating for rate cuts due to concerns about growth, while others are wary of inflation and believe the economy is robust enough to avoid further cuts [5][7]. - The communication from the Fed's leadership is carefully crafted to balance clear policy intentions with the need to avoid excessive market reactions [4][5]. - The upcoming December meeting is expected to be particularly contentious, with differing views on how to address slowing job growth against persistent inflation [7].