No Fed 'put' when it's unclear which way the economy may pivot
https://www.reuters.com/markets/us/no-fed-put-when-its-unclear-which-way-economy-may-pivot-2025-04-07/
https://www.reuters.com/markets/us/no-fed-put-when-its-unclear-which-way-economy-may-pivot-2025-04-07/
The Fed shouldn’t try to save the world from Trump tariffs
https://www.ft.com/content/3958488c-c83b-47a8-83fc-628ce2bc9724
Trump’s Trade War Raises Bar for Fed Rate Cuts
https://www.nytimes.com/2025/04/07/business/federal-reserve-trump-tariffs-inflation.html
Tariffs set to take effect this week risk stoking even higher inflation and slower growth than expected, complicating the central bank’s decisions on monetary policy.
https://www.ft.com/content/3958488c-c83b-47a8-83fc-628ce2bc9724
https://www.nytimes.com/2025/04/07/business/federal-reserve-trump-tariffs-inflation.html
Tariffs set to take effect this week risk stoking even higher inflation and slower growth than expected, complicating the central bank’s decisions on monetary policy.
Stagflation, explained.
https://www.vox.com/politics/407296/stagflation-trump-tariffs-recession-inflation-risk-odds
https://www.vox.com/politics/407296/stagflation-trump-tariffs-recession-inflation-risk-odds
Related:
In Matter of Days, Outlook Shifts from Solid Growth to Recession Risk
https://www.wsj.com/economy/in-matter-of-days-outlook-shifts-from-solid-growth-to-recession-risk-027eb2b4
The economy was chugging along. Then came Trump’s dramatic tariff increase.
https://www.wsj.com/economy/in-matter-of-days-outlook-shifts-from-solid-growth-to-recession-risk-027eb2b4
The economy was chugging along. Then came Trump’s dramatic tariff increase.
Trump, Unbowed, Is Enacting Change on Scale Rarely Seen Before
https://www.wsj.com/politics/policy/trump-unbowed-is-enacting-change-on-scale-rarely-seen-before-a582db3a
Financial markets, universities, law firms and world leaders reel from president’s agenda, but White House says this was always the plan.
https://www.wsj.com/politics/policy/trump-unbowed-is-enacting-change-on-scale-rarely-seen-before-a582db3a
Financial markets, universities, law firms and world leaders reel from president’s agenda, but White House says this was always the plan.