Recurring series
UBSUS Economic Perspectives
Finvaulta tracks 4 editions of US Economic Perspectives from UBS, published between July 1, 2026 and July 13, 2026. Each edition is summarized on its own page.
Latest edition · July 13, 2026
UBS US Economic Perspectives Waller: rates may need to be higher
Governor Waller suggests that the FOMC may need to tighten monetary policy in the near term if core inflation data remains high. He emphasizes that the current labor market is stable but insufficient to mitigate inflation risks.
Governor Waller suggests that persistent core inflation could lead to rate hikes, potentially starting as early as the upcoming FOMC meeting. While inflation expectations remain anchored, Waller expresses concern that waiting too long, as was the case in 2021-2022, is a mistake the Committee must avoid. The current economic outlook is described as a 'crossroads' where incoming inflation data will determine whether the FOMC maintains its current rate setting or moves toward further tightening.
Read the latest edition in fullKey takeaways from the latest edition
- 1.Governor Waller signals that potential rate hikes may be necessary if core inflation does not show sustained improvement.
- 2.Current economic conditions differ from 2021-2022; the labor market is stable rather than a primary source of inflationary pressure.
What this series covers
- Waller: if core inflation does not fall, don't wait too long to raise rates
- Economics
- Americas
Edition archive
Series at a glance
- Editions tracked
- 4
- First edition
- July 1, 2026
- Latest edition
- July 13, 2026