Logan: The Federal Reserve should raise interest rates, with a target of at least 50 basis points

On October 2nd, Federal Reserve Governor Logan stated that the policy stance is off track and the Federal Open Market Committee should raise interest rates with a target of at least 50 basis points. AI interpretation: This statement directly challenges the current monetary policy path and clearly sends a strong tightening signal. Officials' advocacy for a significant interest rate hike reflects extreme concerns about the risk of inflation rebounding, aimed at using aggressive measures to suppress economic overheating. This statement completely shattered the market's illusion of policy shift and forced investors to reassess the peak level of interest rates. This hawkish stance significantly raises market expectations for tightening cycles, directly impacting the valuation logic of risk assets.