Economy January 30, 2026

Atlanta Fed’s Bostic Advocates Patience on Rates, Flags Inflation Risks

Bostic says policy should stay somewhat restrictive as tariff effects and inflation progress are monitored ahead of 2026 leadership transition

By Marcus Reed
Atlanta Fed’s Bostic Advocates Patience on Rates, Flags Inflation Risks

Atlanta Fed President Raphael Bostic told CNBC that the Federal Reserve should adopt a patient stance on interest rates while remaining alert to inflationary pressures. He said there are "ways to go on inflation," expects tariff impacts to show up in the first half of 2026, and wants clear evidence of a return to 2% inflation before altering policy. Bostic described the balance sheet as "about right," noted downside risks to employment have receded, and congratulated Kevin Warsh on his nomination to succeed Jerome Powell in May 2026.

Key Points

  • Bostic advocates a patient approach to interest rates while keeping policy "somewhat restrictive" due to lingering inflation risk - impacts financial markets and borrowing costs.
  • He expects tariff effects to filter through the economy in the first half of 2026, which could affect price levels - relevant to goods-producing sectors and supply chains.
  • Bostic says the Fed's balance sheet is "about right" and notes that downside risk to employment is now much further away - signals for labor markets and financial stability considerations.

Federal Reserve Bank of Atlanta President Raphael Bostic said Friday that the central bank should proceed with patience on interest rates, while keeping a watchful eye on inflation developments.

Speaking on CNBC, Bostic emphasized that the Fed has made progress but still has "ways to go on inflation." He argued that monetary policy ought to remain "somewhat restrictive" because the risk that inflation could remain stubbornly high persists.

Bostic also pointed to trade-related price dynamics as a factor he expects to observe in the months ahead. He said he anticipates some tariff impact will filter through the economy during the first half of 2026, a development he suggested could influence price levels.

On the Fed's objective for consumer prices, Bostic was explicit that policymakers want to see "clear evidence of return to 2% inflation" before implementing major shifts in policy. That condition, he indicated, remains a key benchmark for future decisions.

Turning to the Federal Reserve’s balance sheet, Bostic described its current size as "about right," signaling no immediate push for large-scale adjustment in that area.

On labor market conditions, Bostic said the outlook has improved relative to earlier concerns. He stated that the "downside risk to employment is much further away now" than had been the case, reflecting a lessened immediate threat to jobs.

Separately, Bostic offered his reaction to President Donald Trump's nomination of Kevin Warsh to be the next Federal Reserve chair. He congratulated Warsh, saying he does not know him well personally but has heard he is "thoughtful." If confirmed, Warsh would replace the current Fed chair, Jerome Powell, when Powell's term ends in May 2026.

Collectively, Bostic's remarks conveyed a preference for measured policy that remains attentive to inflation signals, while acknowledging both evolving labor-market prospects and an impending leadership transition at the central bank.

Risks

  • Inflation could remain elevated, prompting the need for sustained restrictive policy - risk to consumer prices and interest-rate-sensitive sectors.
  • Tariff impacts expected in the first half of 2026 may affect price levels when they filter through the economy - uncertainty for manufacturers and logistics chains.
  • Timing for a confirmed return to 2% inflation is unclear; the Fed requires clear evidence before major policy changes - uncertainty for markets and investment planning.

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