Odd Lots What Susan Collins Wants to See Before Supporting Another Rate Cut
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Nov 21, 2025 
Susan Collins, President of the Federal Reserve Bank of Boston, dives into the complexities of monetary policy as she navigates inflation concerns outweighed by labor market issues. She discusses the delicate balance between inflation and employment, the Fed's responsive strategies to new job data, and the impact of tariffs on economic conditions. Collins also shares insights on the evolving role of AI in the workforce, its potential benefits for productivity, and how these factors intertwine with Fed policy decisions, all against the backdrop of a critical economic research conference.
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Balancing Inflation And Labor Risks
- Susan Collins balances inflation and labor-market risks when setting policy.
- She judged prior easing justified but now sees policy as only mildly restrictive given persistent inflation.
Labor Softening From Both Supply And Demand
- Current labor-market softening reflects declines in both labor supply growth and labor demand.
- That unusual balance has so far produced limited unemployment change but requires close monitoring.
React To Jobs Data With Rapid Team Analysis
- Immediately unpack new labor data with your research team and contrast it with existing information.
- Use detailed breakdowns rather than headline numbers before drawing policy conclusions.