It's All About Inflation Now
​While the outcome of the Fed's June meeting is fairly certain, there are several intriguing issues to consider here:
First, with labor markets losing momentum there is a much weaker rationale to raise rates in anticipation of inflation surging. Instead, future rate hikes are more likely to be predicated on actual inflation materializing.
Second, given inflation has fallen short of the Fed’s objective for four consecutive years and the renewed emphasis on realized inflation, there may be new impetus for the FOMC to link their policy action with the actual performance of inflation.
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