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Energy price surge pressures Fed into hikes
The guest argued that rising oil prices, alongside existing tariff pressures, create a tough spot for the Fed, likely requiring more than one rate hike to curb demand-side inflation.
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The Callback
Fed's pause and reduced guidance steepen yield curve
39 weeks between these two statements.
The guest argued that the Fed's current stance of worrying about inflation but not acting to raise rates, combined with political pressure for aggressive cuts, risks creating a catalyst for runaway, secular inflation.
The guest argued that rising oil prices, alongside existing tariff pressures, create a tough spot for the Fed, likely requiring more than one rate hike to curb demand-side inflation.