Fed Watcher: Some Don't Like It Hot

Fed officials Waller and Williams recently expressed a hawkish outlook, citing persistent inflation exacerbated by AI-driven demand. Deutsche Bank now forecasts two additional 25bps rate hikes in 2026.

Key Takeaways

• 1.Fed officials Waller and Williams signaled hawkishness due to persistent inflation, with AI demand cited as a key inflationary factor.
• 2.Deutsche Bank forecasts two 25bps rate hikes in September and December 2026, reaching a 4.1% fed funds rate.

Table of Contents

• Some don't like it hot
• What Fed officials said
• Our takes on the 5 task forces
• Appendix 1
• Analyst Certification
• Important Disclosures

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