Core Viewpoint - The current Federal Reserve is suggested to lack independence according to the White House National Economic Council Director Hassett [1] Group 1 - The statement from Hassett indicates a potential shift in the perception of the Federal Reserve's autonomy in its decision-making processes [1]

Core Viewpoint - The new Federal Reserve Chairman can closely monitor the scale of the institution [1] Summary by Relevant Categories - Economic Policy - The National Economic Council Director Hassett emphasizes the importance of the new Fed Chair's focus on the institution's size [1]

金十数据7月11日讯，美联储理事沃勒在当地时间周四表示，即便6月就业数据表现强劲，美联储仍应考 虑在7月议息会议上降息。他在达拉斯联储演讲后的问答环节中强调："我已阐明观点——现行政策利率 水平过高，我们可以在7月讨论下调基准利率。"他认为通胀已明显降温、就业市场趋稳，且近期关税引 发的价格上涨仅局限于特定商品。他表示，"当通胀下行时，我们无需维持如此紧缩的政策立场，这才 是央行应有的决策逻辑。"沃勒此番表态的特别之处不仅在于时机——最新就业数据刚显示劳动力市场 持续强劲——更因其被视为下任美联储主席的热门人选。美国总统特朗普多次批评鲍威尔并敦促其提前 卸任，而沃勒因鸽派立场被视为潜在继任者。但沃勒周四明确表示："虽然我属于少数派，但已用经济 逻辑清晰论证了降息可行性。这与政治无关。" 美联储主席潜在候选人沃勒力挺7月降息：这无关政治 订阅美联储动态 +订阅 ...

美联储戴利：等待通胀上升可能会导致美联储在降息方面落后。 ...

美联储戴利：我认为美联储可能会采取两次降息的措施。 ...

美联储戴利：若要降息，需继续维持当前的数据趋势。 ...

Core Viewpoint - JPMorgan CEO Jamie Dimon believes that the likelihood of future interest rate hikes by the Federal Reserve is higher than the market's general expectation, estimating a probability of 40% to 50% compared to the market's 20% [1] Summary by Relevant Categories - Interest Rate Outlook - Dimon suggests that the market may be underestimating the potential for rate increases by the Federal Reserve, indicating a significant divergence from current market pricing [1] - Market Expectations - The current market pricing reflects only a 20% chance of rate hikes, which Dimon argues is too low based on his assessment [1]

智通财经7月11日电，美联储理事沃勒表示，美联储可以考虑在7月降息，他对利率的看法"与政治无 关"。 ...

Core Viewpoint - The Federal Reserve should continue to reduce the size of its balance sheet and adjust its structure to a higher proportion of short-term assets, without requiring a significant overall decrease [1] Group 1: Balance Sheet Management - The Federal Reserve can continue to allow securities to naturally exit the balance sheet through maturity and early repayment, thereby reducing reserve balances [1] - The current level of reserves in the banking system is described as "ample," exceeding what the Federal Reserve considers "adequate" [1] - Ideally, reserve levels should be around $2.7 trillion, while the overall balance sheet should be controlled at approximately $5.8 trillion, compared to the current size of about $6.7 trillion [1]

美联储理事沃勒：美联储的亏损是资产购买行为的结果，而非政策体制所致。 ...