waller

Fed Governor Waller: Trump threatens Fed independence, but has so far failed to undermine it

Oct. 13 — Federal Reserve Governor Christopher Waller said on Tuesday during a discussion at the 2026 Bloomberg New Economy Forum that U.S. President Donald Trump poses a threat to the Fed’s independence, but has so far failed to undermine it.

Waller was unequivocal, adding: "I believe Congress and the courts will protect the Fed’s independence." This was his first direct public response to Trump’s ongoing pressure on Fed policy.

In addition to discussing the Fed’s independence, Waller analyzed AI’s dual impact on the economy and inflation. He said AI could boost GDP per capita over the long term, but the demand surge from large-scale AI infrastructure investment is already adding to inflationary pressures. This effect could last two to three years, and the Fed needs to consider how to respond.

Discussing market pricing, Waller also noted that the rise in real yields is not driven solely by inflation expectations; it already reflects investors’ assessment of growth in economic fundamentals.

The dollar index showed little reaction to Waller’s remarks. As of publication, the U.S. Dollar Index (DXY) was slightly lower, trading around 102.30.

The Fed Speech Tracker Index gave Waller’s remarks a score of 6.2 out of 10, slightly below his historical average of 6.7, though the overall tone remained somewhat hawkish.

Meanwhile, the Fed Sentiment Index fell 1.52 points to 137.39. This indicates a slight easing in hawkish sentiment, but the index remains deep in hawkish territory.

Finally, do you think political pressure will materially influence the Fed’s future interest-rate decisions? What do you expect from the Fed’s rate path in October? Share your thoughts in the comments.

#美联储 #Waller

🔴 Fed governor Christopher Waller said he would vote to raise rates by 0.25% at the December FOMC meeting. ⚡ Bitcoin and stock futures trended lower after the speech, per CoinTelegraph, with market bets on a hike cited at 96%. Policy-rate signals like this shape dollar liquidity across both crypto and traditional markets.

How do Fed rate decisions change the way you price or manage inventory in your P2P trading? 👇

#fed #waller #fomc #bitcoin #rates

🔴 Fed Governor Christopher Waller said he would vote for a 0.25% rate hike at the December FOMC meeting. ⚡ Bitcoin and stock futures fell after the speech, according to CoinTelegraph, while market bets on a rate hike were reported at 96%. Political rate signals like this shape dollar liquidity in both crypto and traditional markets.

How do Fed rate decisions change the way you value or manage inventory in your P2P trading? 👇

#fed #waller #fomc #bitcoin #rates

Ex-NY Fed Chief: Fed's Inflation Fighter Credibility on the Line

Bill Dudley, the former New York Fed chief, is sounding the alarm. He's telling anyone who'll listen that the Fed's credibility as an inflation fighter is on the chopping block. Five years of blowing past the 2% target is not a good look, and it's starting to cost them.

#fed #inflation #dudley #waller

“#Waller : PAUSE IN SEPTEMBER?” — The market waiting for the Fed to say something while everyone holds their breath.

#Fed #mercado