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Ben Emons maps out the competing forces shaping inflation policy, from escalating commodity prices and geopolitical flashpoints to an internal Fed split over the rate path. He argues that supply-side measures from the administration could ease the burden on the Fed's blunt rate tools.

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Rate Hikes or Supply-Side Fixes: Emons on the Inflation Crossroads

Schwab Network

Rate Hikes or Supply-Side Fixes: Emons on the Inflation Crossroads