Should the Fed Look Through the Latest Inflationary Supply Shock?
Enjoy these clips from our May 2026 Macro Scouting Report, May 16, 2026 Around the Horn, and May 23, 2026 Around the Horn webcasts, in which we detail critical aspects of the debate among FOMC participants regarding whether to defend the Fed’s price-stability mandate or maintain an increasingly accommodative bias to support the stock market.