US Short-Term Inflation Expectations Continue to Tick Up; Labor Market Expectations Deteriorate

FED'S MIRAN: GROWTH IN FIRST HALF OF YEAR WAS SLOWER THAN EXPECTED AMID UNCERTAINTY A LOT OF UNCERTAINTY ON ECONOMY HAS LIFTED THERE ARE REASONS TO BE MORE OPTIMISTIC GOING FORWARD ON UNCERTIANTY LIFTING FED'S MIRAN: IF ECONOMY DOES WELL IT DOESN'T HAVE FIRM IMPLICATIONS FOR MONETARY POLICY THE NEUTRAL RATE HAS COME DOWN WHICH MAKES POLICY MORE RESTRICTIVE RESTRICTIVE MONETARY POLICY HAS RISKS THERE ARE RISKS IF MONETARY POLICY ISN'T ADJUSTED Fed's Miran: MonPol Should Be Forward Looking Given Lags Of Policy Impact - ‘More Sanguine’ On Inflation Outlook Than Many Others Fed's Miran: My best attempt at a real neutral rate estimate is 0.5%. *Looks in disappointment* Fed's Miran Says Market Reactions Offer Useful Feedback and Bond Market Support Boosts Push for Faster Rate Cuts

Canadian economic activity expanded at its fastest pace in 15 months in September as a measure of employment rebounded, Ivey Purchasing Managers Index (PMI) data showed on ...

<=USD>:*FED'S KASHKARI SAYS DATA SENDING SOME STAGFLATION SIGNALS FED'S KASHKARI Says It Is Too Early To Tell If Inflation Will Persist Due To Tariffs KASHKARI: SKEPTICAL THAT A LOT OF WORKERS ARE BEING REPLACED BY AI NOW BULLISH ON LABOR, WORKERS HAVE A VERY IMPORTANT ROLE IN ECONOMY HEARING LOTS OF GRAND DECLARATIONS OF AI REPLACING WORKERS, BUT NOT SEEING THE EVIDENCE YET NATURE OF JOBS WILL CHANGE AS WE USE AI TOOLS