Attention Economy


Tuesday, November 30, 2021

A Fed Shift?

Jerome Powell pivots, suggesting quicker reduction in economic help as high inflation persists.
https://www.nytimes.com/2021/11/30/business/powell-bond-buying-taper.html

Markets Race to Process Latest ‘Powell Pivot’

A Top Official Says the Fed Will ‘Grapple’ With a Faster Bond-Buying Taper
https://www.nytimes.com/2021/12/01/business/fed-inflation-omicron-covid.html

Powell Weighs Earlier End to Bond Tapering Amid Hot Inflation

Jerome Powell:
https://www.federalreserve.gov/newsevents/testimony/powell20211130a.htm
Most forecasters, including at the Fed, continue to expect that inflation will move down significantly over the next year as supply and demand imbalances abate. It is difficult to predict the persistence and effects of supply constraints, but it now appears that factors pushing inflation upward will linger well into next year. In addition, with the rapid improvement in the labor market, slack is diminishing, and wages are rising at a brisk pace.