Fed Policy

May 23, 2025 by Skanda Amarnath — 9 min read

The Supply Problem In The Fed's Framework - Part 4: Preparing For Inflation Risk Where Investment Is Rate-Sensitive

This is the fourth post in our multi-part series on the Fed's 2025 framework review. Part 1 discusses how the Fed can deal with tariff inflation risks, Part 2 discusses the implications of recent productivity dynamics, and Part 3 discusses...

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The Supply Problem In The Fed's Framework - Part 4: Preparing For Inflation Risk Where Investment Is Rate-Sensitive

Skanda Amarnath — 9 min read

Fed Framework Fed Policy Federal Reserve Monetary Policy Supply Side Housing Energy

The Supply Problem In The Fed's Framework - Part 3: Slicing & Dicing Inflation: The Fed Is Due For A Communications Overhaul

Skanda Amarnath — 10 min read

This is the third post in our multi-part series on the Fed's 2025 framework review. Part 1 can be found here and Part 2 can be...

Fed Framework Fed Policy Federal Reserve Monetary Policy Inflation Supply Side

The Supply Problem In The Fed's Framework - Part 2: Did The Fed Miss A Productivity Boom? The Future Warrants More Attention & Agility

Skanda Amarnath — 7 min read

This is the second post in our multi-part series on the Fed's 2025 framework review. Part 1 can be found here. The Fed has an opportunity...

Fed Framework Fed Policy Federal Reserve Monetary Policy Productivity Supply Side

The Supply Problem In The Fed's Framework - Part 1: What Should the Fed Do About Tariff Inflation?

Skanda Amarnath — 9 min read

Tariffs are back. With President Trump implementing and still proposing sweeping new import tariffs, the U.S. economy is staring down the barrel of policy-driven price increases and...

Fed Framework Fed Policy Federal Reserve Monetary Policy Tariffs Labor Markets Inflation

The Supply Problem In The Fed's Framework - Part 4: Preparing For Inflation Risk Where Investment Is Rate-Sensitive

The Supply Problem In The Fed's Framework - Part 4: Preparing For Inflation Risk Where Investment Is Rate-Sensitive

The Supply Problem In The Fed's Framework - Part 3: Slicing & Dicing Inflation: The Fed Is Due For A Communications Overhaul

The Supply Problem In The Fed's Framework - Part 2: Did The Fed Miss A Productivity Boom? The Future Warrants More Attention & Agility

The Supply Problem In The Fed's Framework - Part 1: What Should the Fed Do About Tariff Inflation?

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