Inflation Cools, but Is It Enough for the Fed to Hold Rates? | Fed Watch

Podcast: ITR Economics · ITR Economics

Opublikowano: 2026-08-14

This week on Fed Watch, ITR Economist and Speaker Connor Lokar breaks down the latest CPI report and what it could mean for the Fed’s September rate decision. Inflation delivered a “Goldilocks” reading, but for businesses and consumers waiting for clearer direction on interest rates, the outlook remains far from settled. Connor also examines continued weakness in the housing market, shifting market expectations for the Fed’s next move, and why economic policy uncertainty can make investment decisions even more difficult. Plus, he responds to a viewer’s take on forward guidance and considers whether the Fed can provide greater cl...