Fed’s Goolsbee: Inflation will come roaring back

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Austan Goolsbee, president of the Federal Reserve (Fed) Bank of Chicago, said in a prepared speech in Detroit that inflation will come roaring back, citing that as oil prices rise, it will be a stagflationary shock to the market.

Key takeaways:

Nothing in the Federal Reserve Act says to keep the stock market content or to keep the president content.

If we’re actively talking about taking away the Fed’s independence, that’s a bad idea.

Inflation will come roaring back.

Rising oil prices are a stagflation shock.

Now in an uncomfortable position, with no obvious Fed cookbook.

My immediate concern is the stagflation shock in oil prices before the price shock fades away.

The labor market is stable, but not great.

Cautious, nervous about the economy.

The longer inflation remains high, the more it takes root in the economy.

Hopefully the impact of oil will be fleeting.

Gasoline at $5 a gallon will impact the supply chain.

There is concern about the return of inflation.

The worst outcome would be a stagflationary recession caused by rising oil prices.”

Today’s US dollar price

The table below shows the current percentage change of the United States Dollar (USD) against the major listed currencies. The US dollar was strongest against the Swiss franc.

sadasda
USD EUR GBP JPY BOOR AUD NZD CHF
USD -0.33% -0.23% 0.05% -0.06% -0.51% 0.01% 0.08%
EUR 0.33% 0.10% 0.33% 0.23% -0.19% 0.33% 0.41%
GBP 0.23% -0.10% 0.25% 0.15% -0.26% 0.25% 0.33%
JPY -0.05% -0.33% -0.25% -0.09% -0.54% -0.03% 0.05%
BOOR 0.06% -0.23% -0.15% 0.09% -0.45% 0.06% 0.16%
AUD 0.51% 0.19% 0.26% 0.54% 0.45% 0.51% 0.61%
NZD -0.01% -0.33% -0.25% 0.03% -0.06% -0.51% 0.11%
CHF -0.08% -0.41% -0.33% -0.05% -0.16% -0.61% -0.11%

The heat map shows the percentage changes of the major currencies relative to each other. The base currency is selected from the left column and the quote currency from the top row. For example, if you select the US dollar from the left column and move along the horizontal line to the Japanese yen, the percentage change displayed in the box will represent USD (base)/JPY (quote).

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