特朗普阵营的坚定降息派动摇了？美联储理事米兰：劳动力市场改善可令今年少些降息

Core Viewpoint - Stephen Miran, a Federal Reserve governor, has retracted his previous stance advocating for significant interest rate cuts this year, citing stronger-than-expected economic performance in the U.S. [1] Group 1: Economic Indicators - Miran noted that the labor market is performing slightly better than his previous expectations, and commodity inflation appears to be more persistent [1] - He now believes that the Federal Reserve should only lower rates by 1 percentage point from the current level of 3.5% to 3.75% this year, compared to his earlier prediction of rates dropping below 2.25% by year-end [2] Group 2: Policy Implications - Miran's revised position contrasts sharply with the median forecast of other Federal Reserve officials, who anticipate only a 25 basis point cut this year [2] - His comments indicate a widening gap between his views and the economic policy stance of the White House, where he previously served as the chairman of the Council of Economic Advisers [2] Group 3: Personal and Political Context - Miran recently resigned from his White House position to fulfill a commitment to Senate Democrats, allowing him to continue serving on the Federal Reserve until a successor is confirmed [3] - There is speculation that President Trump may appoint Kevin Warsh to the Federal Reserve Board to replace Miran, potentially leading to another vacancy if current Chair Jerome Powell steps down after his term ends [3] Group 4: Voting Behavior - Miran has consistently voted in favor of lower interest rates during his participation in Federal Reserve policy meetings, although he did not disclose his voting intentions for the upcoming March meeting [4]