特朗普再催全球最低利率,米兰:仍有多重理由降息
美股研究社·2026-02-12 12:25

Core Viewpoint - The article discusses the strong performance of January's employment data in the U.S. and its implications for future Federal Reserve interest rate decisions, emphasizing that this data should not delay further rate cuts [5]. Group 1: Employment Data and Economic Outlook - January's non-farm payrolls increased by 130,000, and the unemployment rate fell to 4.3%, alleviating concerns about rising unemployment that could result from the Fed's anticipated rate cuts [6]. - Stephen Miran, a Federal Reserve governor, expressed optimism about the economic outlook but believes there is still room for monetary policy to adjust in response to supply-side reforms and expected housing inflation slowdown [5]. Group 2: Federal Reserve Policy and Leadership - Miran has consistently voted against his colleagues at the Fed, advocating for more significant rate cuts since joining the board in September of the previous year [5]. - His term expired on January 31, and he indicated a willingness to remain if a vacancy arises, which could allow for a potential nomination of Kevin Warsh as Fed Chair by Trump [6]. - The probability of a rate cut in June has dropped below 50%, indicating a shift in market expectations regarding the timing of future rate cuts [7]. Group 3: Political Commentary - Former President Trump praised the strong employment data and called for the Fed to lower interest rates to the "lowest in the world," suggesting that this could save the U.S. at least $1 trillion in interest payments annually [8].

特朗普再催全球最低利率,米兰:仍有多重理由降息 - Reportify