[sandworm101]

>> rising due to tariffs isn't "inflation" in any traditional sense.

Perhaps not in an academic sense, but the vast majority of people understand inflation as a rise in the cost of living, no matter the root cause.

[rayiner]

Yes, but the point being made above is about the reaction of the bond market vis a vis refinancing the debt, not consumers.

[mattnewton]

You can’t isolate these things, the Fed’s charter is to try and reduce inflation for consumers not regulate the bond market for the US debt, but their interest rates and repo actions move the bond market.