美联储威廉姆斯：过去一年我们看到劳动力市场"温和而逐步地降温" 。 ...

此前，库格勒因个人原因缺席了本周的议息会议。 美联储周五表示，理事库格勒（Adriana Kugler）将辞职提前离开美联储董事会，于8月8日正式生效。在美国总统特朗普推动降低利率之 际，这给他创造了美联储一个重要的职位空缺，也给未来美联储主席任命带来了些许不确定性。 库格勒于2023年9月被前总统拜登任命为美联储理事会成员。她是第一位西班牙裔美联储理事，在加入美联储之前，她是乔治城大学的教 授，也曾是美国驻世界银行的代表。 美联储在一份声明中表示，库格勒将在其任期结束前离职，任期原定于2026年1月31日结束。离开美联储后，库格勒将于今年秋天回到乔治 城大学担任教授。 美联储理事沃勒和美联储监管副主席鲍曼投票反对维持利率不变，希望降息25个基点。这标志着自1993年12月格林斯潘时代以来，理事会7 人首次有两名成员正式反对FOMC的决定。 回顾历史，美联储理事反对票相对罕见，大多数反对票来源于地区联储主席。上一次出现理事反对票是在去年9月的会议上，当时鲍曼希望 降息25个基点，而不是最终决定的50个基点，上一次两位地区联储主席投票反对FOMC共识是在2019年10月。 当地时间周五，鲍曼和沃勒回应了自己赞成 ...

美联储博斯蒂克：在许多方面，劳动力市场仍然看起来不错。 ...

Core Viewpoint - Federal Reserve Governor Waller believes there is no reason to maintain the current policy interest rate and risk a sudden downturn in the labor market [1] Group 1 - Waller's statement indicates a potential shift in monetary policy direction, suggesting that the current interest rate may not be justified [1] - The emphasis on the labor market highlights the importance of employment stability in monetary policy considerations [1]

Core Viewpoint - The employment report is disappointing, indicating potential softness in the labor market, which should be closely monitored [1] Group 1: Labor Market Insights - The labor market appears healthy and remains balanced, but there are expectations of continued softening [1] - The upcoming data before the September meeting will be crucial for policy decisions [1] Group 2: Inflation and Policy Decisions - There is a prediction that inflation will rise, necessitating a careful balance in policy-making responsibilities [1] - Confidence in the recent policy decisions made by the Federal Open Market Committee (FOMC) is expressed [1]

智通财经8月1日电，克利夫兰联储行长Hammack称，7月就业报告确实令人失望，应密切关注劳动力市 场。 ...

美联储哈玛克：应非常仔细地关注劳动力市场。 ...

美联储哈玛克表示，劳动力市场看起来健康，仍处于平衡状态。 ...

Core Views - The Federal Reserve officials Waller and Bowman expressed concerns that hesitation in interest rate cuts could unnecessarily harm the labor market [2][5] - Both officials voted against the decision to maintain the benchmark interest rate unchanged for the fifth consecutive time, advocating for a 25 basis point cut [2][9] - Their views contrast with Powell and other policymakers who believe the labor market remains robust, supporting a patient approach to interest rate adjustments [2][4] Labor Market Insights - Signs of weakness are emerging in the labor market, with Waller noting an increase in downside risks due to stagnation in private sector job growth [2][11] - Bowman highlighted a decline in labor market vitality, indicating growing signs of fragility [2][5] - Non-farm employment continues to grow moderately, but the unemployment rate remains low, suggesting a mixed outlook for job stability [4][10] Inflation and Economic Growth - Inflation is approaching the 2% target, particularly when excluding the temporary impacts of tariffs, with core PCE inflation showing significant progress [4][5] - Economic growth has slowed, with private domestic final purchases growing at a rate much lower than the strong levels seen in 2024, reflecting weak consumer spending and declining residential investment [4][5] - The overall economic conditions suggest that monetary policy should shift towards a neutral stance to mitigate risks of further economic slowdown and labor market damage [3][6] Policy Recommendations - The current restrictive monetary policy should be adjusted towards neutrality to support the labor market and achieve dual objectives of full employment and price stability [6][12] - Delaying action could lead to a deterioration in the labor market and further economic slowdown, making it crucial to act proactively [6][12] - The Fed should consider a gradual approach to interest rate cuts, allowing for data observation while avoiding unnecessary risks to the labor market [12]

彭博社美联储记者：7月份的数据似乎支持了劳动力市场正在放缓且变得更加脆弱的观点。政府就业岗位减少，这可能体现了联邦支出削减的影响。 ...