Ken Griffin of Citadel has said there is an energy price shock occurring across the world.
— unusual_whales (@unusual_whales) April 20, 2026
AI BOOM WON’T AUTOMATICALLY MEAN RATE CUTS
Fed chair nominee Kevin Warsh argues an AI-driven productivity surge could allow lower interest rates without stoking inflation.
Economist Ed Yardeni disagrees. While also bullish on productivity, he says stronger growth would likely…
— *Walter Bloomberg (@DeItaone) April 20, 2026
Internal Fed discussions and the latest projections show policymakers remain cautious about rate cuts in 2026 due to the energy price shock from the Iran conflict, with gasoline prices now averaging around $4.09 per gallon nationally.
The federal funds rate sits steady in the 3.5%–3.75% range. At the March meeting, the median “dot plot” projection still pointed to one 25-basis-point cut by the end of 2026, the same as in December 2025, though seven of 19 participants saw no cuts at all this year. Inflation forecasts rose, with median PCE for 2026 revised up to 2.7%.
The energy spike from disruptions in the Strait of Hormuz pushed up headline inflation pressures, and officials have flagged risks that prolonged high oil prices could keep inflation elevated longer than expected.
Some participants have grown more open to the possibility of rate hikes if inflation does not moderate, while others still see room for modest easing if growth slows and the ceasefire holds.
Sorry but this is fucking crazy
byu/TonyLiberty inFluentInFinance