While the Fed continues to face risks to both sides of its dual mandate, recent comments reveal growing concerns about inflation.
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The outlook for the US economy remains caught between a soft labour market, resilient consumption and some signs of a broader re-acceleration in surveys. However, analysis of the world’s biggest economy has been somewhat hampered by the lack of official data due to the US government shutdown that occurred in late 2025. Labour market weakness
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.