The Inflation Outlook and Fed Policy under New Leadership
About this episode
The episode discusses the recent CPI report and its implications for inflation and Federal Reserve policy.
Last Wednesday’s CPI report, while not a surprise, still showed a year-over-year inflation rate of 4.2% - higher than in any month since April, 2023. For investors, this raises a number of questions. First, is this the peak for U.S. inflation and, if it is, how fast will inflation fall from here? Second, are we looking at the right inflation rate, anyway, given differences between CPI and PCE deflators, headline and core measures and the new Fed Chairman’s preference for trimmed mean and median readings?
More episodes of Notes on the Week Ahead
- A Top Down View of the Earnings Surge
- The Fed Communications Debate: Bernanke Versus Warsh
- Consumer Sentiment and the Stock Market
- The Healing of Housing
- The MOU and Warsh: A Changing Macro Landscape
Explore listener stats, chart rankings, contacts and more on the Notes on the Week Ahead podcast page.