Fed Rate Cut Debate
Jason analyzes the recent Waller speech and the Fed's data dependence, highlighting a significant 100 basis point miss in core PC inflation over six months. He suggests that with monetary policy tight and rates well above neutral, a continued economic slowdown is expected, challenging the Fed's approach to maintaining equilibrium.In this clip
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Is the Fed's concern about the impact of slowing growth and higher rates on middle and lower-income consumers likely to push rate cuts out in the episode Scott Bessent - Macro Maven (EP.415) and the clip Economic Predictions Unveiled?