The David Lin Report · Tuesday, July 14, 2026
Peter Boockvar describes the current Federal Reserve as "differentiated" and confusing, with some members offering clear guidance while others withhold it. He questions how the Fed can move rates before newly created task forces on inflation and data gathering provide their findings.
“Well, we got pretty clear language from Chris Waller when he said if we see higher or hotter inflation stats this year, he's going to be inclined to raise rates in the near term.”
“But that's his opinion. I do think though, this is the most, uh, sort of differentiated, uh, committee that we will see because Kevin Walsh, okay, he may have his own opinion about forward guidance.”
“Well, how can they move rates before these task forces even tell us what they're thinking?”