Mester (Headlines via Reuters):

  • I strongly supported the Fed's actions last week
  • raising the fed funds rate to about 2.5% will be appropriate, with further rate hikes next year
  • front-loading rate hikes is appealing; can slow pace or speed up in second half of 2022 depending on inflation data
  • inflation is the u.s. economy's no. 1 challenge
  • sees rising risks too-high inflation will become imbedded in the economy
  • upside risks to inflation from Ukraine conflict are greater than downside risks to u.s. growth
  • Fed needs to take action to reduce excess demand
  • uncertainty about medium-run outlook has increased
  • base case is that economy will grow at above-trend pace, sustain healthy job gains
  • current wage increases likely inconsistent with price stability
  • inflation will move down but won't return to 2% this year

more to come