Daleep (Dalip) Singh

speaker

102 appearances 1 recordings 1 series first heard Jul 2026 last heard 7 Jul

Daleep (Dalip) Singh’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Outthinking Investor with Daleep Singh · Warsh's Opening Act: Inside the Fed's Regime Shift with James Bullard · 7 Jul 2026 podcast

You're most pointing to an optimal amount of cacophony that can suppress the amount of guessing and unwanted volatility.

Let's talk a bit about the long-term and the task forces.

Arguably, this was the announcement that may have the most lasting consequence to the institution.

Our listeners know these task forces will cover communications, the balance sheet, productivity and jobs, data, and the inflation framework.

And Chair War said: look, the charges start with first principles, ask hard questions, examine current practice, consider all

alternatives propose next steps.

And these are all topics that have been treated almost as settled at the Fed for many years.

You were inside the institution with many of these frameworks that exist now were built.

Are there any of these task forces that you consider to have the most potential to change the way the Fed operates, or which one are you focused on most, if any?

So let me press you a bit on the forward average inflation targeting framework.

There are some who've argued that the flaw of Fate, F-A-IT, was it was built for a certain kind of world, a low inflation, zero bound trap.

And that framework was problematic when the problem flipped to high inflation almost within days of the rollout.

And you've talked about the appeal of a regime-dependent framework that spells out three different states of the world, a Volcker style response when inflation is running hot, the makeup approach when you're at the lower bound, and then an ordinary type of rate setting process.

When you're in between.

So a couple of questions.

One is do you expect that Warsh's inflation framework task force might end up with the type of regime dependent approach that you described and advocated for?

And second, maybe this is a harder one.

If your regime dependent framework were in place today with core PC at 3.4%, what regime are we in?

Let me offer another situation in which the Fed might ease rates, not to the lower bound, but from the current setting, and that's if the doves case for a disinflationary productivity boom plays out.

And the textbook claim is that the AI productivity upturn is going to lead to more output per worker, lower unit labor cost, lower inflation.

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