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Lindsey Piegza

Stifel
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NeutralInflation hedged · 2026-08-10
Lindsey Piegza (Stifel) tells CNBC that weak jobs data pushed the Fed toward neutral and this week's July CPI may show a second consecutive month of annual cooling.
I do think the employment picture continued to push that pendulum back to a more neutral position and this week's inflation data on an annual basis we may see the second consecutive month of cooling.
HoldThe Fed leaning · 2026-08-10
Lindsey Piegza (Stifel) tells CNBC that cooling inflation lets the Fed keep its wait-and-see stance and pushes out any move to higher rates.
perpetuating the notion that the Fed can maintain this wait and see position on policy.

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