美联储官员连续第二天发表降息的言论——美联储理事沃勒周五再次呼吁7月降息。第一，沃勒此番表态更像是“冲着争夺美联储主席一职”而来。他在接受采访时表示，如果总统联系我说，我希望你任职，我会答应。第二，沃勒并不是下任美联储主席最热门的人选。不过，他突然表态降息，说明他认为自己有了胜算。如果特朗普提名其他人，那么鲍威尔很可能保留美联储理事一职（2028年才到期），对继任者的权利进行制衡。但如果沃勒当选下任联储主席，那么鲍威尔可能完全卸任。他相信沃勒会尽其所能，捍卫美联储的独立性。沃勒这次低头值得（不是转性，是转向），是一个政治上聪明、策略上大胆的姿态——不表态降息便拿不到特朗普的入场券，先当上美联储主席再说。市场听到了美联储的低语，也嗅到了风向转变。
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