Tom Barkin warns Americans are ‘borrowing from the future’ as ‘troublemaker’ inflation hits 3.7%. Shield your retirement
Why now
Thesis: Inflation persistence delays easing, weighing on risk assets
Catalyst to watch: Upcoming CPI and Fed commentary
Main risk: Inflation could cool faster than expected
Why it matters
Persistent inflation near 3.7% keeps rate-cut expectations in check, pressuring bonds and equity multiples.
Related assets & topics
InflationSources
- googlenews · news.google.com · 2026-09-25 10:15 UTC