Inflation
9 articles

Hawkish Fed Risk Grows as GDP Beats and Inflation Accelerates
Third-quarter GDP grew 3.4% and September inflation picked up, while Kevin Warsh keeps Wall Street guessing on a possible December hike. Here is what it means.

US-Canada Tariff Talks Add a Wrinkle to the Next FOMC Statement
US and Canada are reportedly working on a deal to ease steel and auto tariffs. Here is why that matters for the Fed's inflation read and its next FOMC statement.

Beige Book October 2026: Price Pressure Before the FOMC Statement
The Fed's October Beige Book finds flat-to-slight growth, little net hiring and oil-driven price gains, setting the backdrop for the October 28 FOMC statement.

Hawkish Fed: Barr says more rate increases likely after hike
Governor Barr told the Detroit Economic Club that inflation is too high, risks have shifted from jobs to prices, and further policy adjustments are likely.

Cook on AI and inflation: near-term pressure, slower relief
Governor Cook said AI investment is adding to inflation now, productivity gains may ease prices modestly in a few years, and she backed the September rate hike.

Housing affordability: Barr on shelter costs and the Fed's role
Governor Barr said housing affordability is at a 21-year low by one Atlanta Fed gauge, blamed a supply shortfall, and tied mortgage relief to lower inflation.
Waller on a hawkish Fed: what would trigger a September hike
Governor Waller said disinflation in recent data supports a hold, but a hot August inflation reading could justify raising rates at the September 15-16 FOMC.
FOMC Minutes for July 2026 Detail the Case for a Rate Hike
July 2026 FOMC minutes, released August 19, show many participants saw inflation risks skewed to the upside as three voters dissented in favor of a rate hike.
FOMC Minutes Show Doubts Over the Easing Bias in April 2026
April 2026 FOMC minutes, released May 20, show almost all participants saw high Middle East uncertainty and many feared inflation could last longer than hoped.