Federal Reserve

The Committee is still super worried about long-term inflation expectations, and everyone from Goolsbee to Kashkari say that keeping those down is the highest priority.

Despite the tariff announcement, Fedspeak is nearly indistinguishable from last week.

Tariffs are back. With President Trump implementing and still proposing sweeping new import tariffs, the U.S. economy is staring down the barrel of policy-driven price increases and a new round of supply-driven cost-push inflation. If enacted for a long enough period of time, these policies could push up the

We're starting to get more color from Fed officials about how they see tariffs playing out. Everyone is qualifying their comments with heavy pinches of salt.

We have updated our dot estimates with the March SEP dots.

The uncertainty over tariffs put inflation targeting’s weakness on display.

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A light week of Fedspeak this week, with little new revelations.