United States — Federal Reserve Bank of New York & John C. Williams

United States — Federal Reserve Bank of New York: Released the Global Supply Chain Pressure Index showing easing pressures, which supports its outlook for moderating inflation.

John C. Williams: As New York Fed President, he warned about inflation risks but expects moderation as supply disruptions resolve.

United States — Federal Reserve Bank of New York: The United States — Federal Reserve Bank of New York, under John Williams, is a key voice in the Fed's assessment, contributing to the overall monitoring stance.

John C. Williams: John Williams, President of the United States — Federal Reserve Bank of New York, downplayed the risk of an AI bubble, citing high earnings of borrowing companies. His comments provide reassurance to markets but also acknowledge potential volatility.

United States — Federal Reserve Bank of New York: Conducted and released the Survey of Consumer Expectations, which is a key input for Fed policy decisions.

John C. Williams: As New York Fed President, commented on inflation being too high but expressed optimism about near-term outlook due to energy price declines.

United States — Federal Reserve Bank of New York: Survey found nearly half of tariff-affected companies plan further price increases, signaling persistent inflation.

John C. Williams: Stated that core inflation rising 0.2% monthly would be consistent with falling inflation.

United States — Federal Reserve Bank of New York: The New York Fed's president provided guidance on inflation outlook.

John C. Williams: New York Fed President Williams expressed a more sanguine view, seeing inflation peaking and policy well-positioned.

United States — Federal Reserve Bank of New York: New York Fed President John Williams expressed concerns about AI-driven inflation, suggesting possible rate hikes.

John C. Williams: New York Fed President John Williams warned that sustained AI-driven demand could warrant not looking through inflation.