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Waller says Iran war energy shock keeps the Fed cautious on cuts

businessmacroeconomics 5 posts · 3 accounts

Federal Reserve Governor Christopher Waller said the Iran war's energy shock and labor-market risks argue against near-term rate cuts, warning headline PCE inflation could hit 3.5% if the conflict drags on.

From the sources (5 posts)

@business

Federal Reserve Governor Christopher Waller said he is cautious about the need to lower interest rates in the near term, due to the energy shock triggered by war in Iran.

@cnbc

Fed Governor Waller says Iran war and labor market risks are keeping central bank on hold

@financialjuice

Fed’s Waller: Periods of negative job growth might not indicate recession. Fed's Waller: As the longer Middle East war remains unresolved, inflation and job risks increase. Fed's Waller: March headline PCE inflation likely to hit 3.5% YoY

@financialjuice

Fed's Waller: Some of low-hire and low-fire job market is related to firms dealing with tariffs.

@financialjuice

Fed's Waller: I'm not worried about the dollar losing reserve status. It's still trusted by others.

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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