Economics

Inflation Now Guiding Light on Fed’s No-Hurry Rate Rise Path

  • Minutes of Dec. FOMC reveal concern from some on tepid prices
  • Inflation risks include stronger dollar, cheaper oil

The Marriner S. Eccles Federal Reserve Board Building in Washington, D.C.

Photographer: Andrew Harrer/Bloomberg
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Inflation -- or the lack of it -- is now the must-watch indicator to help determine the pace of Federal Reserve interest rate increases.

If there were any doubts about the role price pressures will play in the Fed’s decision-making, the minutes of the latest Federal Open Market Committee meeting, released Wednesday, dispelled them. A large part of the debate revolved around downside risks to inflation, even though officials said they were "reasonably confident" they’d reach their goal over the medium term, the minutes showed.