Comments on: Transitory Complete: Fed Chair Jay Powell Gets Comfortable With the Inflation Hawks

By: Jerome Powell’s Fed Deftly Maneuvers Through a Stagflationary Minefield | Inflation Watch

Thu, 20 Mar 2025 05:26:29 +0000

[…] Powell also created uncertainty about the ultimate inflationary impact of tariffs: “we also hear that people are very reluctant to allow prices to go up. At the same time we hear that businesses are intending to pass many of these prices through. So it’s hard to say how this is going to work out.” Given this uncertainty, Powell should not suggest or even hint that tariff-driven inflation could be transitory. After all, the transitory framework failed miserably in 2021. […]

By: Financial Conditions Make A Monetary Roundtrip and Undercut the Need for Rate Cuts | Inflation Watch

Tue, 19 Mar 2024 04:53:20 +0000

[…] months leading up to the launch of the Fed’s aggressive campaign to tighten monetary policy (launched in March, 2022). This monetary roundtrip is evident in the Federal Reserve Board of Chicago’s National […]

By: Why Monetary Policy Was Late In Responding to the Pandemic-Era Inflation Surge | Inflation Watch

Sat, 10 Jun 2023 19:40:44 +0000

[…] the time Powell spoke about excessive inflationary pressures in the days after the first rate hike, inflation was well into its overshoot. According to the […]

By: Tri Pointe Homes Q2 Earnings: Drops Full-Year Guidance - Yousuf-FX

Tri Pointe Homes Q2 Earnings: Drops Full-Year Guidance - Yousuf-FX — Mon, 25 Jul 2022 09:50:58 +0000

[…] last two years and now mortgage rates have soared shockingly fast and furious. Perhaps ironically, The Fed’s belated efforts to normalize monetary policy and fight inflation have made housing even more unaffordable. Relief will not come from supply as builders’ slow […]

By: Tri Pointe Homes Drops Full-Year Guidance: 'From Order Takers To Financial Therapists' – Wealth Creation Investing

Mon, 25 Jul 2022 09:35:16 +0000

[…] last two years and now mortgage rates have soared shockingly fast and furious. Perhaps ironically, the Fed’s belated efforts to normalize monetary policy and fight inflation have made housing even more unaffordable. Relief will not come from supply as builders’ slow […]

By: Taylor Morrison Stock: Under-Preforming, Under-Appreciated (NYSE:TMHC) - Newscenter

Tue, 19 Apr 2022 17:39:19 +0000

[…] (NYSE:TMHC) reported Q4 2021 earnings a full month before Fed Chair Jerome Powell made his pivotal speech clarifying the Fed’s anti-inflationary mission. Through regional publications, the Federal […]

By: Jim Bianco: “Arguably One of the Worst Forecasts In Fed History” | Inflation Watch

Fri, 08 Apr 2022 05:03:57 +0000

[…] thought *I* was critical of the Fed waiting so long to start normalizing monetary policy! Jim Bianco, President of Bianco Research, LLC, took criticism of the now moribund […]

By: The Federal Reserve Fears On-Going Inflationary Pressures from Rents | Inflation Watch

Sun, 03 Apr 2022 01:37:34 +0000

[…] recently complained about the Fed’s belated sense of urgency in trying to get inflation under control. The Federal Reserve Bank of St. Louis shed some light on the specific points of concern for the […]

By: Duru

Duru — Tue, 22 Mar 2022 15:22:51 +0000

In reply to Gary H. That's a phrase I made up to poke some fun at the rapid change in messaging about inflation. Powell asked to retire the phrase in December. I am now saying the transition from transitory thinking is official complete. Thus, "transitory complete."

By: Gary H

Gary H — Tue, 22 Mar 2022 14:38:44 +0000

What did you mean by “Auto prices are now transitory complete.”? I’ve never seen that phrasing before.