Fed inflation expectations rise, Powell’s Jackson Hole speech looks awkward. How loose do they want things to get with core inflation above 3% and rising?

Fed’s Common Inflation Expectations Index just got updated and makes JPOW’s JH speech look even more awkward, if at all possible pic.twitter.com/xh36qnP5nW — KKGB (@INArteCarloDoss) August 27, 2025 https://twitter.com/NorthmanTrader/status/1960748123900252638 “No consumer price inflation” Is this a comedy act? Show me …

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5-year CPI swaps are about to break loose.

So, inflation hasn't returned to target when policy is "restrictive", but cutting rates will bring it back to target. Explains why 5-year CPI swaps are about to break loose. pic.twitter.com/a0UrLFVwhz — Michael J. Kramer (@MichaelMOTTCM) July 16, 2025 We elect …

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