Rate Cuts In Focus: Diverging Data And The Politics Of Monetary Policy
2025-08-23 05:25:00 ET
By Seema Shah, Chief Global Strategist
Markets are grappling with a complex and often contradictory economic landscape. As Chair Powell noted in his speech at the 2025 Jackson Hole Economic Symposium, growth indicators remain broadly resilient, but labor market data are beginning to show signs of strain and downside risks are rising. At the same time, while not surging, the effects of tariffs on inflation are now visible and could result in a more persistent inflation dynamic. Against this tense backdrop of worrisome labor market developments and sticky inflation concerns, Chair Powell has now all but confirmed a Federal Reserve rate cut in September. Yet, the macroeconomic case for aggressive monetary easing remains debatable....
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Rate Cuts In Focus: Diverging Data And The Politics Of Monetary Policy
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