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Prof G Markets · Thursday, September 3, 2026

Fed Rate Hikes May Not Solve Inflation Driven by Supply-Side Issues, Analyst Warns

An investment expert suggests that Federal Reserve rate hikes may not effectively address current inflation, as the problem is rooted in supply-side issues like geopolitical conflicts and supply chain disruptions. He argues that raising rates is unlikely to fix these underlying causes.

personJohn MeurycompanyFederal Reserve

The tape

2 quotes
The challenge for, uh, investors and for the Fed is raising rates won't necessarily fix the stray-to-four moves. It doesn't necessarily fix the supply chains in China.
John Meury
So, you know, it's plausible, uh, for sure, that they could raise rates. But my expectation would be that it's going to be a tough outcome for them because I don't think that's actually going to fix the problem.
John Meury
Heard on Prof G Markets — “Bonds Are Warning Of A Global Inflation Crisis, published Thursday, September 3, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Fed Rate Hikes May Not Solve Inflation Driven by Supply-Side Issues, Analyst Warns — Heardvine