- Tariffs have not been set quickly, leaving firms uncertain what final rates will be and waiting to make pricing decisions
- The Fed must be more explicit in how it discusses jobs mandate
- The job market is basically at target, allowing the focus to remain on inflation
- Recent inflation data has been at target in recent months but all forward-looking signs indicate it will go higher
- If the job market started to deteriorate with higher unemployment or employers planning layoffs, that would have to be considered
- At some point government debt will have implications in the market place, crowding out other investments
- That will have implications for mon pol and its efficacy
He isn’t giving away much here.
This article was written by Adam Button at www.forexlive.com.