美联储的沃勒支持稳定而非剧烈的宽松政策。美联储理事克里斯托弗·沃勒今天表示，政策仍然具有实质性的限制性，估计利率仍比中性高出约50至100个基点。尽管存在这一差距，沃勒强调，不必急于降低“利率”，他认为美联储可以随着情况的发展“稳步”将利率降至中性。

Fed's Waller backs steady, not dramatic easing.Fed Governor Christopher Waller said today that policy remains meaningfully restrictive, estimating rates are still around 50 to 100 basis points above neutral. Despite that gap, Waller emphasized there is no rush to get down” on interest rates, arguing the Fed can move rates down to neutral “steadily” as conditions evolve.

美国MBA抵押贷款申请：-3.8%（12月12日），此前为4.8%。美国MBA抵押贷款申请：-3.8%（12月12日），此前为4.8%

United States MBA Mortgage Applications: -3.8% (December 12) vs previous 4.8%.United States MBA Mortgage Applications: -3.8% (December 12) vs previous 4.8%

美元在触及十周低点后反弹——BBH。美元在触及十周低点后反弹——BBH

USD bounces after hitting ten-week low – BBH.USD bounces after hitting ten-week low – BBH

丁香园：美国就业数据证实下行风险——ING。丁香园：美国就业数据证实下行风险——ING

DXY: US jobs data confirms downside risks – ING.DXY: US jobs data confirms downside risks – ING