Latest / The Financial Exchange Show
Fed Inflation Strategy Faces a Credibility Test
Kevin Warsh says the Fed is serious about inflation, but markets are still trying to figure out what that means in practice.
Chuck Zodda and Marc Fandetti debate whether Warsh needs to do a better job explaining the Fed’s inflation strategy, why forward guidance may have distorted bond markets, and whether the Fed should raise rates more aggressively to prove its commitment to price stability. They also discuss whether the economy is actually fragile, why AI data center spending may keep growth supported, and whether housing could become a stronger economic driver again in 2027. Plus, they…
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