Philip Braverman
Philip Braverman
best concern dangerous element federal moderate outright possible reserve spill
What we are experiencing now is the best of all possible worlds, but it is an element of concern for the Federal Reserve that we don't spill over from inflation, moderate as it is, to outright deflation, which could be a very dangerous development.
environment since truman
We haven't had this kind of an environment since the Truman years.
call closer economy people reality signs
It was a closer call than some people will say. But the reality is, there are signs the economy is slowing.
conclusion fed inflation question threat
It is a foregone conclusion that there is no threat of inflation ... the question is not when the Fed will ease, but how much, and how frequently.
economy environment inflation remains
We still have an environment where the economy is moderating. The story on inflation is that it remains subdued.
fed outside prices recognize
Increasingly, the Fed will recognize that prices are set outside of the U.S..