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Fed Chair Kevin Warsh warns inflation may require more action

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Federal Reserve Chair Kevin Warsh indicated the central bank may pursue additional tightening measures if inflation fails to moderate toward target levels. While recent price data has shown some improvement, Warsh suggested these gains remain insufficient to confirm a durable disinflationary trend. The PCE inflation gauge currently stands at 3.7%, significantly above the Fed's 2% objective, and Warsh characterized present financial conditions as accommodative rather than restrictive - a framing that leaves room for further policy action.

The remarks underscore persistent uncertainty about whether current rate levels will adequately bring inflation down without additional moves, contrasting with markets that have begun pricing in potential rate cuts later this cycle.

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