Labor vs Inflation: The Fed's Dual Mandate and What it Means for Rate Cuts

"The labor side is where we should be focused on," says Jack Janasiewicz. He reacts to the latest weekly jobless claims that saw a nearly 30k upside surprise, while August CPI data revealed consumer prices rose at an annual rate of 2.9%. Jack provides his roadmap for the Fed's potential rate cut plan in 2025 and into 2026. In terms of market volatility, he says there could be an argument that there is a "sense of complacency" based off of low implied volatility. Jack says his investing approach is more neutral at the moment, but says he's willing to be better buyers on any weakness.

Morning Movers

11 Sep 2025

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