The David Lin Report · Tuesday, June 30, 2026
Lawrence Lepard argues that the Federal Reserve will likely cut rates despite current inflation figures, suggesting they will use new measurement methods and task forces to justify this. He believes the Fed's primary goal is to manage inflation to prevent economic collapse while maintaining the appearance of stability.
“So I think they're going to have to cut rates, but the market doesn't think that yet.”
“And with all this AI productivity that's coming out, we think we're going to have lower inflation. Oh, and by the way, we might be measuring it incorrectly.”
“I guess, you know, I I'm guessing that what that committee is going to conclude is, you know, yeah, these numbers are high, but the numbers aren't right. It's actually running lower than than these numbers. They're going to lie about it.”