Fed’s Balancing Act: Interest Rates, Inflation, and Economic Growth

In today's episode, we delve into the Federal Reserve's March 2025 meeting minutes, revealing the decision to hold interest rates steady amidst a challenging economic landscape. We explore the impact of tariffs on manufacturing costs, the potential for stagflation, and the Fed's cautious approach to monetary policy. Join us as we discuss the implications for financial markets and the key economic indicators to watch in the coming months.

Sources:
https://www.federalreserve.gov/newsevents/speech/jefferson20250403a.htm
https://www.nebraskarealty.com/blog/post/will-interest-rates-hit-5--in-2025-
https://www.thestreet.com/economy/inflation-would-like-a-word-please
https://www.federalreserve.gov/newsevents/speech/powell20250404a.htm
https://www.morningstar.com/markets/what-do-new-trump-tariffs-mean-fed-interest-rate-cuts
https://www.foxbusiness.com/economy/trump-calls-feds-powell-cut-interest-rates-stop-playing-politics
https://www.federalreserve.gov/newsevents/speech/kugler20250402a.htm
https://www.investopedia.com/interest-rate-outlook-trump-tariffs-federal-reserve-powell-11709234
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-update-trump-tariffs-dow-11708734
https://www.thestreet.com/economy/markets-cant-wait-forever-for-fed-interest-rate-cuts
https://www.staradvertiser.com/2025/04/01/breaking-news/tariff-woes-depress-u-s-manufacturing-erode-labor-demand/
https://www.federalreserve.gov/releases/h41/20250403
https://www.morningstar.com/markets/what-do-new-trump-tariffs-mean-fed-interest-rate-cuts
https://www.cfodive.com/news/us-manufacturing-output-employment-fall-tariffs-fuel-higher-prices-inflation-GDP-Trump-economy/744151/
https://www.gibsondunn.com/monthly-bank-regulatory-report-march-2025/
https://abcnews.go.com/Business/fed-chair-powell-expects-trumps-tariffs-hike-inflation/story?id=120489662
https://www.cfbenchmarks.com/blog/market-outlook-q2-2025
https://www.federalreserve.gov/newsevents/2025-april.htm
https://www.ismworld.org/supply-management-news-and-reports/news-publications/inside-supply-management-magazine/blog/2025/2025-04/report-on-business-roundup-march-2025-manufacturing-pmi/
https://www.federalreserve.gov/newsevents/speech/kugler20250402a.htm