April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation.

Core inflation in the U.S. outpaced expectations for September and may fortify the Federal Reserve’s hawkish resolve.

The Federal Reserve may be pressured to target a higher terminal fed funds rate as it seeks to tame U.S. inflation expectations following strong price rises in August.

In Jackson Hole, Federal Reserve officials unequivocally emphasized their commitment to bringing inflation under control – even as the U.S. economy slows.

The Federal Reserve pulls forward rate hike expectations and doubles the pace of tapering in an effort to provide more flexibility to react in 2022.

We believe the U.S. is undergoing a large price-level adjustment, not shifting to a persistently higher inflation regime.

One year since the inception of one of the most severe recessions in modern history, women’s engagement in the labor force is crucial to the economic recovery.