Macro Finance
‘This Is an Inflation First Fed Right Now,’ Evercore’s Guha Says
Bloomberg Markets·September 1, 2026·1 min read
Evercore ISI's Krishna Guha says the Federal Reserve is now an 'inflation first' central bank, prioritizing inflation, oil prices, and bond yields over US jobs data when deciding on a rate hike at this month's meeting. The comments signal a hawkish tilt in Fed policy.
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