If tariff inflation does not show up in core inflation data as the Fed expects (due to the Fed's theoretical framework), the Fed may be forced to 'walk back' its position or provide forward guidance about inflation expectations, but will likely not raise rates despite inflation, in order to avoid administering economic shocks.

forecastpending

Speaker

Lobo Tiggre

Evidence Quote

“they can't just suddenly raise rates...they will need to start guiding...well, we do have this sudden burst of inflation. It's all Trump's fault”

Source

Trade War Goes Nuclear: Trillions Printed, No End in Sight I Lobo Tiggre— Soar Financially
Created: 8/11/2026, 6:44:11 AM

My Notes

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