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Eric Rosengren
former Boston Fed president
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Eric Rosengren tells Bloomberg that H1 consumption grew only 1.5%, far weaker than investment, so AI/tech capex rather than the consumer is driving the economy.
So if you look at consumption over the first two quarters it only grew at one and a half percent. So that's weaker than the overall economy. It's a lot weaker than what's been happening investment.
Eric Rosengren tells Bloomberg the economy is growing at roughly the appropriate rate, maybe a little weaker than desired, because the consumer is lethargic.
So I had the economy is growing probably at the appropriate rate overall maybe a little bit weaker than we'd like. And a lot of that is because the consumer has continued to be somewhat lethargic.
NeutralThe Fed
leaning · 2026-08-14
Eric Rosengren tells Bloomberg that with CPI at 3.4% the Fed debate is hike versus hold, not cuts.
So I think the debate is really going to be about whether the Fed should raise rates or leave them the same.
NeutralThe Fed
leaning · 2026-08-14
Eric Rosengren tells Bloomberg the Fed is primarily focused on how long it takes inflation to return to 2%, not on weak consumer data.
but I think right now they're going to be primarily focused on what are the expectations for how long it takes inflation to come down to the two percent inflation target
NeutralThe Fed
leaning · 2026-08-14
Eric Rosengren tells Bloomberg the rise in long yields began at Warsh's press conference and reflects doubt that Fed actions match its inflation rhetoric, so it is not simply the market doing the Fed's work.
And I think the reasons why it's probably moved up it started moving up at the press conference. That was an indication that they weren't as confident that the actions of the Fed were going to be commensurate with how they described what they're planning on doing on inflation.
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