Friday, April 18, 2025

Trump vs. Powell

By Ramesh Ponnuru

Friday, April 18, 2025

 

People sometimes explain President Trump’s advocacy of low interest rates by reference to the preferences of the real-estate industry. But incumbent presidents usually want low interest rates regardless of their earlier careers.

 

They are not always right to want them. President Biden and his party would have been unhappy had the Federal Reserve started raising interest rates in late 2021, but they would have fared better in 2024 had it done so and delivered lower inflation than we ended up having.

 

Lower interest rates now and higher inflation later might not work out well for President Trump and the Republicans either. And Powell will be especially reluctant to cut them after Trump’s public complaints, since markets would take it as a weakening of the Fed’s resolve to keep inflation low even in the face of political pressure.

 

Public unhappiness about high inflation is the main reason Trump won the election. It’s unwise for him to encourage higher inflation now.

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