Recent financial reports indicate that The Federal Reserve Board of Governors member Waller recently expressed support for considering interest rate cuts at the July meeting, specifically noting that tariff policies will not trigger long-term inflation issues. Waller emphasized that tariffs are essentially one-off impact factors, while warning that The Federal Reserve (FED) should not wait until the job market completely collapses before taking interest rate cut actions.

Waller analyzed the current employment market situation, pointing out that although it remains generally stable, some concerning signals have emerged, particularly the high unemployment rate among recent graduates. He mentioned that the Federal Reserve (FED) has adopted a wait-and-see attitude over the past six months, mainly to assess the impact of inflation shocks. Waller believes that the Federal Reserve now has room to lower interest rates and can continue to observe changes in inflation trends after implementing rate cuts.

It is noteworthy that Waller clearly stated that the Federal Reserve may be in a position to cut interest rates as early as July, which starkly contrasts with the market's previous expectations. According to existing data, the market's previous probability of a Federal Reserve interest rate cut in July was only 14%. (Forwarded)