Powell’s Promises: Containing Tariff-Driven Inflation and Risks to Dual Mandate
Introduction: Powell’s Promises In his latest press conference on monetary policy, Federal Reserve Chair Jerome…
July 2025
Dr. Duru July Beige Book Reinforces A Bottoming in CPI
The Federal Reserve’s July Beige Book sang a tune similar to the one from the…
Tom Lee Dismisses Tariff Inflation — But Data, Theory, and Research Say Otherwise
Introduction: Tom Lee’s Non-Inflationary Thesis In a recent interview, Fundstrat Co-founder and Head of Research…
Powell vs. Waller: Divided Fed Faces Tariff-Driven Inflation Uncertainty
Monetary intrigue has emerged in the form of an apparent divide inside the Federal Reserve…