{"id":428768,"date":"2026-03-20T19:50:10","date_gmt":"2026-03-20T12:50:10","guid":{"rendered":"https:\/\/www.swingfish.trade\/blog\/market-news\/2026\/03\/feds-waller-if-oil-stays-high-for-months-on-end-at-some-point-it-bleeds-into-inflation\/"},"modified":"2026-03-20T19:50:10","modified_gmt":"2026-03-20T12:50:10","slug":"feds-waller-if-oil-stays-high-for-months-on-end-at-some-point-it-bleeds-into-inflation","status":"publish","type":"post","link":"https:\/\/www.swingfish.trade\/blog\/market-news\/feds-waller-if-oil-stays-high-for-months-on-end-at-some-point-it-bleeds-into-inflation-428768\/","title":{"rendered":"Feds Waller: If oil stays high for months on end, at some point it bleeds into inflation"},"content":{"rendered":"<div>\n<ul>\n<li>If oil stays high for months on and at some point it leads into core inflation.<\/li>\n<li>A high and persistent oil shock would not have a transitory impact on inflation. <\/li>\n<li>Based on the jobs report was planning to dissent, but since then inflation has become more of a concern<\/li>\n<li>Zero job growth does not seem normal, but that is what the math may indicate will keep the unemployment rate stable<\/li>\n<li>Fed cannot look through a large and persistent will shock, at this point caution for the Fed is warranted.<\/li>\n<li>Wants to wait and see how this evolves before deciding on rate cuts for later this year.<\/li>\n<li>Fed is making progress on taming structural inflation, which may be close to 2% now but is held higher by tariffs.<\/li>\n<li>Do not think there is a need to consider rate hikes.<\/li>\n<li>Inflation expectations are not unanchored.Investors understand inflation will drop once tariffs rolloff.<\/li>\n<li> If the tariff effects don&#8217;t roll off in the 2nd half of the year it will be tricky.<\/li>\n<li>A shock of the right sort could push companies to start cutting labor. It could be the price of oil moving higher.<\/li>\n<li>Consumer outlook could also be damaged with gas prices rising.<\/li>\n<li>No reason to make bank reserves scarce just to reduce the balance sheet.<\/li>\n<\/ul>\n<p>                            This article was written by Greg Michalowski at investinglive.com.<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>If oil stays high for months on and at some point it leads into core inflation. A high and persistent oil shock would not have a transitory impact on inflation. Based on&hellip;<\/p>\n","protected":false},"author":216,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[86],"tags":[],"class_list":["post-428768","post","type-post","status-publish","format-standard","hentry","category-market-news"],"_links":{"self":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/posts\/428768","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/users\/216"}],"replies":[{"embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/comments?post=428768"}],"version-history":[{"count":0,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/posts\/428768\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/media?parent=428768"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/categories?post=428768"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/tags?post=428768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}