Ken Kim: Fed Stays on Alert as Inflation, Oil and Hawkish Risks Build

Ken Kim says the Federal Reserve remains on high alert as geopolitical risks, rising energy prices, and inflation data keep policy firmly cautious. He discusses growing hawkish dissent within the FOMC, the potential leadership transition to Kevin Warsh, and why the risk of renewed rate hikes later this summer cannot be ruled out. Kim warns that sustained triple‑digit oil prices could push inflation higher and raise the odds of recession if energy shocks intensify.

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