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Debt, Delays, and Delusion: Is the Fed Running Out of Ammo?

Author
Ryan Fair
Published
Tue 01 Jul 2025
Episode Link
https://podcasters.spotify.com/pod/show/fairsoldier/episodes/Debt--Delays--and-Delusion-Is-the-Fed-Running-Out-of-Ammo-e34v9ae

The U.S. economy isn’t crashing—but it sure isn’t coasting either. Jerome Powell and the Fed are in a no-win scenario: raise rates and risk recession, lower them and risk inflation. From sky-high mortgage rates to consumer debt piling up, the American wallet is feeling the squeeze. Add in global tension, shaky trade, and unpredictable markets, and it’s no wonder the Fed’s toolkit is looking a little empty. This episode unpacks the high-stakes balancing act, with real numbers to back it up.

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