美联储“三号人物”：2026经济提速、通胀“退烧”，政策弹药已就位

Core Viewpoint - The article discusses the recent monetary policy adjustments by the Federal Reserve, highlighting the balance between inflation and employment risks as the central focus of the current monetary stance [5][6]. Group 1: Monetary Policy Adjustments - The Federal Reserve has lowered the benchmark interest rate by 25 basis points, bringing the target range to 3.5%-3.75%, marking the third consecutive rate cut this year [5]. - New York Fed President John Williams stated that the monetary policy is now positioned neutrally, aiming to balance the risks of rising unemployment and easing inflation [5][6]. - Williams anticipates economic growth to accelerate to approximately 2.25% next year, supported by fiscal policy, favorable financial conditions, and investments in artificial intelligence [5]. Group 2: Employment and Inflation Outlook - Williams expects inflation to decrease to slightly below 2.5% next year, with a target of reaching the Fed's 2% goal by 2027 [5]. - The upcoming employment data, delayed due to a government shutdown, is expected to show slow job growth and signs of a cooling labor market [7]. - Boston Fed President Collins described the decision to support a rate cut in December as a difficult choice, indicating a shift in risk balance [8].