在劳动力市场疲软和低通胀的情况下 美联储推动12月削减利率 Fed's Waller pushes for December rate cut amid weakening labor market and low inflation.

联邦储备州州长克里斯托弗·瓦勒(Christopher Waller)敦促12月降低利率, 指出劳动力市场接近“停滞速度 ” , 裁员率上升、雇用不足、增长减速, Federal Reserve Governor Christopher Waller urged a December interest rate cut, citing a labor market near "stall speed" with rising layoffs, weak hiring, and slowing growth, arguing another 25 basis point cut is needed to prevent further economic strain, especially for lower- and middle-income households. 他低估了通货膨胀风险,称最近的关税是暂时的,并注意到基本通货膨胀接近2%的目标。 He downplayed inflation risks, calling recent tariffs a temporary effect and noting underlying inflation near the 2% target. 尽管他持多维什立场,但市场对削减的期望已降至约40%,这反映了美联储日益谨慎和内部分歧,鲍威尔主席和其他人强调,在进一步放松之前需要更多数据。 Despite his dovish stance, market expectations for a cut have dropped to around 40%, reflecting growing Fed caution and internal divisions, with Chair Powell and others emphasizing the need for more data before further easing.