Updated
Updated · investinglive.com · Jul 13
Fed's Waller Delivers 12:30 ET Outlook Speech as Markets Hunt 2026 Rate Signals
Updated
Updated · investinglive.com · Jul 13

Fed's Waller Delivers 12:30 ET Outlook Speech as Markets Hunt 2026 Rate Signals

3 articles · Updated · investinglive.com · Jul 13

Summary

  • Fed Governor Christopher Waller is the American session's main event, with a 12:30 ET speech on the economic outlook that investors will parse for fresh policy guidance.
  • Economic-outlook speeches from Waller have often carried signals on the Fed's direction, and he has been an early marker in this cycle's policy shifts.
  • Waller was the first senior Fed official to adopt a dovish bias in 2025, a turn that was followed by three rate cuts; in May 2026 he shifted back to a neutral stance and refocused on inflation.
  • This week's broader macro focus still centers on the US CPI report, Fed Chair Warsh's testimony and renewed US-Iran tensions, while Fed Governor Michelle Bowman also speaks at 05:25 ET on financial regulation.

Insights

With the Strait of Hormuz reopening, will falling oil prices force the Fed to abandon its inflation fight?
As lending shifts to shadow banks, are regulators prepared for the next systemic financial risk?
The new Iran deal lacks strict nuclear limits. What is the true long-term cost of this peace?