- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Warsh: Fed committed to 2% inflation, inflation too high, rates not restrictive enough
Posted on 8/28/26 at 2:19 pm
Posted on 8/28/26 at 2:19 pm
SVD reliably told me that rates would get cut this year, but it seems like a rate hike is on the horizon before the EoY
Oh...the yield crept up again despite the Treasury throwing the kitchen sink at it
Loading Twitter/X Embed...
If tweet fails to load, click here. Oh...the yield crept up again despite the Treasury throwing the kitchen sink at it
11
Posted on 8/28/26 at 2:22 pm to stout
Anyone with a brain knows we aren’t getting rate cuts anytime soon.
Posted on 8/28/26 at 2:26 pm to theronswanson
I agree. But are we going to get a hike? Labor market is not tearing it up but also not so soft as to necessarily deter a rate hike.
Posted on 8/28/26 at 2:27 pm to stout
Gotta quit screwing around with Iran and let oil prices settle.
Posted on 8/28/26 at 2:27 pm to JimEverett
quote:
I agree. But are we going to get a hike? Labor market is not tearing it up but also not so soft as to necessarily deter a rate hike
I think something is over the bend in 2027. I suspect consumer spending is going to be down a fair bit in the holiday quarter and at some point there is going to be a pullback on AI speculation.
Posted on 8/28/26 at 2:29 pm to stout
Posted on 8/28/26 at 2:30 pm to stout
0 chance we get a hike anytime soon. warsh said literally nothing of substance.
we've been way over 2% since covid, there is no going back (hiking) unless we stop spending. up only.
we've been way over 2% since covid, there is no going back (hiking) unless we stop spending. up only.
Posted on 8/28/26 at 2:33 pm to VoxDawg
quote:
Millei knows what's up:
His whole plan is to replace their peso with the USD. So the entirety of their economy depends on their access to USD to function. All he’s doing is shell gaming the money printer (ours now, not his) and limiting capital flow within his economy.
Posted on 8/28/26 at 2:36 pm to stout
Rates seem to be good where they are....
Posted on 8/28/26 at 2:36 pm to Squidbaggins32
quote:
0 chance we get a hike anytime soon
On one hand, I agree with you for many reasons but I guess it depends on how committed they are to hitting that 2% target
The biggest reason I agree with you is that we are already fighting the yield to refinance 6 trillion in bonds and I doubt the Fed wants to risk hiking rates and then find out how the bond market reacts to even higher borrowing costs.
Posted on 8/28/26 at 2:37 pm to oldskule
quote:
Rates seem to be good where they are....
They would probably be just fine if we never jumped into war with Iran
Trump really fricked that up
Posted on 8/28/26 at 2:55 pm to stout
Just a reminder……
The Fed inflation target of 2% is a tax increase that none of us votes for.
The Fed inflation target of 2% is a tax increase that none of us votes for.
Posted on 8/28/26 at 2:57 pm to theronswanson
quote:
Anyone with a brain knows we aren’t getting rate cuts anytime soon.
Anyone with a brain knows we need to raise rates but doing so isn’t politically wise
Posted on 8/28/26 at 2:57 pm to stout
Time to fire the chair of the Fed again.
Posted on 8/28/26 at 2:59 pm to stout
Yea and they all told us it was Jerome’s fault.
Will be interesting how long Kevin can stay away from Trumps firing squad for not lowering rates
Will be interesting how long Kevin can stay away from Trumps firing squad for not lowering rates
Posted on 8/28/26 at 3:10 pm to stout
the last time we were under their target was over 5 years ago. the commitment ship sailed long ago.
we will be at 2-3% forever, and the calc methods will change to suit if we creep towards 4%.
This post was edited on 8/28/26 at 3:12 pm
Posted on 8/28/26 at 3:12 pm to JimEverett
quote:
I agree. But are we going to get a hike?
Yes, but at least not in the short-term. Congress is on track to create ~$1.9T-$2.1T (based on various estimates) of deficit dollars this year alone.
quote:
Labor market is not tearing it up
We haven't had a deficit below $1.5T since 2022 and one below $1T since 2019. That much money being crammed into the economy over such a long period makes for only a labor market that's "not tearing it up" (combined with an annual GDP growth being sub-3%) is a sign of growing foundational issues beginning to be felt.
Posted on 8/28/26 at 3:25 pm to stout
Not what he said…
Basically he said fed is not going to lead markets
Economy is very strong
Inflation factors need to be dissected to know what is going on and if to react
Basically he said fed is not going to lead markets
Economy is very strong
Inflation factors need to be dissected to know what is going on and if to react
Posted on 8/28/26 at 3:37 pm to Diego Ricardo
Come on Diego,
MOST countries currency is pegged to the US dollar unofficially or officially.
Its why the whole world faced massive inflation when biden started dropping trillions in the M1 supply.
As far as limiting capital flow, ask any person in South American if they would rather have an investment made in Argentine pesos or USDollars.....but you may have to wait a while for them to stop laughing.
MOST countries currency is pegged to the US dollar unofficially or officially.
Its why the whole world faced massive inflation when biden started dropping trillions in the M1 supply.
As far as limiting capital flow, ask any person in South American if they would rather have an investment made in Argentine pesos or USDollars.....but you may have to wait a while for them to stop laughing.
Posted on 8/28/26 at 3:43 pm to JimEverett
The labor market is not "tearing it up" because we have millions of illegals, with ss# who were working and picked up in bls numbers......heading home.
The last two years only a couple of months have we not had real wage growth. That simply does not happen in a soft labor market.
We seem to view economics and forget the 10s of millions of illegals dropped in the country.
Same with housing, the markets are now going soft, I wonder why?
The last two years only a couple of months have we not had real wage growth. That simply does not happen in a soft labor market.
We seem to view economics and forget the 10s of millions of illegals dropped in the country.
Same with housing, the markets are now going soft, I wonder why?
Page 1 of 3
Popular
Back to top
Follow TigerDroppings for LSU Football News