The Federal Reserve is in a ‘blackout period’ ahead of the FOMC meeting, with Fed Chair Powell set to give a talk on the capital framework of large banks. Last week, Governor Waller made a speech advocating for a rate cut, citing weakening economic data. Inflation analysis shows a 12.2% increase above the 2% target, posing a dilemma for the Fed. Key questions include impact on debt service costs and fiscal sustainability. The week ahead focuses on trade policy developments, Fed comments, and Q2 earnings reports from major companies like Alphabet, Meta, Microsoft, and Tesla.

Read more at Investing.com: Inflation Overshoot Vs. Growth Slowdown: Is the Fed Behind or Ahead of the Curve?