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SP500BullishEconomicnews

High materiality8/10

Ken Fisher urges Fed pause; inflation driven by money supply, not oil

Jul 27, 2026, 8:12 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

A clear call for a policy pause reduces discount-rate risk and supports equity valuations; moderation of inflation risks lowers probability of sharp multiple contraction, echoing historical rallies when policy paths normalize.

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What happened, with direct paths to the underlying reporting

Ken Fisher argues the Fed should pause rate hikes, contending inflation arose from monetary expansion rather than oil shocks. He notes energy-driven inflation has cooled and yield curves still allow policy flexibility. A policy pause could lift S&P 500 multiples in the near term, while renewed tightening would threaten stock advances and earnings.

Warsh urged to pause rate hikes. Inflation not pandemic-driven.
Inflation stems from money supply growth, not oil alone. Ex-energy CPI ~2.7% YoY.
Markets price 25bp hike by Sep. ECB and BoE follow with smaller moves.
Yield curves improved modestly; US at 0.8ppt vs 0.5ppt. Aggressive hikes risk inversion.

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