美国经济:美联储言论 —— 鸽派与鹰派仍存分歧-US Economics_ What the Fed Said—Doves and Hawks Remain Divided
2025-07-21 14:26
V i e w p o i n t | 18 Jul 2025 10:58:05 ET │ 11 pages US Economics What the Fed Said – Doves and Hawks Remain Divided CITI'S TAKE Governor Waller strongly argued for cutting rates at the July 30th FOMC meeting and signaled he is prepared to dissent from the consensus not to cut. He shares with us the view that tariffs will likely cause a one-time price level effect and not provoke persistent inflation. We also agree with his characterization of labor markets as "on the edge," despite seemingly solid headli ...