Commentary
September 16, 2026FHN Financial Inflation Lab: September 2026
Heading into today’s Fed meeting, the gap between CPI and PCE inflation is far more important for the path of monetary policy than any interesting details in last week’s August CPI. Given the 4.1% unemployment rate is close to Fed officials’ long-run estimate for the natural rate, policymakers are focusing on inflation risks and signaling a willingness to tighten policy. -8584120356256043192
Click here to read this issue of the Inflation Lab.
Authors
Will Compernolle
Macro Strategist
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