The Fed’s John Williams, who is a moderate and voter sees no need for rate hike in 2027 at this time with one more interest rate hike appropriate this year:
* He still believes disinflationary forces are at play
* There is no sign that the labor market is contributing to inflation
* He is not seeing broad price pressure outside AI and energy
* This is not an economy that is overheating
* AI is inflation driver I am watching most closely
* He supported September rate increase; Reason for September hike “starts from risk management”
Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality.
On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box."
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