March 04, 2025 at 07:30PM
Tariffs can impact growth and weigh on sentiment
Will see some impact on inflation from tariffs
There is still a lot of uncertainty on how tariffs will play out
Details of tariffs are key to understand
Says he watches inflation expectations very closely
It is worth watching the UMich inflation expectations data
NY Fed data has showed more stability
Inflation expectations in the UMich survey hit a 30-year high last month. The next edition is due on Friday.
It’s really hard to know what the Fed will do with rates this year
Hard to have a base case, it’s more about scenarios on growth
This article was written by Adam Button at www.forexlive.com.
Fed’s Williams: There is a lot of uncertainty on how tariffs will play out