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。 ...

美联储理事沃勒：美联储在缩减其持有的资产规模方面可能仍有一定的空间。 ...

Core Viewpoint - The Federal Reserve should consider gradually shifting its focus towards Treasury securities in its portfolio management [1] Group 1 - The Federal Reserve's board member, Waller, emphasizes the importance of adjusting the asset composition to enhance financial stability [1] - Waller suggests that a gradual transition to Treasury securities could provide better liquidity and risk management for the Federal Reserve's holdings [1] - The potential shift is seen as a response to changing economic conditions and the need for a more resilient financial framework [1]

美联储理事沃勒：2.7万亿美元的储备可能是合理的目标水平，而目前的储备规模为3.3万亿美元。 ...

美联储理事沃勒：目前美联储储备持有过多长期到期资产。 ...

此前一天，特朗普于9日在社交媒体平台发文，批评美联储当前的利率政策，称美联储设定的 利率至少偏高3个百分点，利率每个百分点每年给美国造成了3600亿美元的再融资成本。 来源：央视新闻客户端 当地时间7月10日，美国总统特朗普在社交媒体平台"真实社交"上发文，再度敦促美联储主席 鲍威尔降息。 据美国消费者新闻与商业频道报道，特朗普正考虑在美联储主席鲍威尔明年离任前为美联储 任命一位"影子主席"，以向美联储施压，迫使其降息。 ...