I don't know if I am a finalist for the position or notThere was nothing political about the interview"It was all serious economics"There have been shutdowns before, there is a lot of private sector data to rely onPieces of data are all telling the same story now, that the labour market is not doing greatADP data is consistent with where BLS data was heading, that is towards negative jobs growthCPI data will help a lot in the coming meetingTariffs effect on inflation is a one-time change and can be looked throughIf inflation goes up and comes back down, it should not influence monetary policyThe Fed needs to cut rates but also needs to be cautious about itFed is not going to be aggressive or fast, will move in quarter point stepsThe labour market is not tight in any wayThat's arguably the first confirmation that we are getting of how the official labour market data from the BLS might have looked if released. Waller is definitely tilting more dovishly with his remarks overall, so it's not clear cut to say that non-farm payrolls would have been that abysmal but we'll see in due time. I mean, he has to play the game if he wants to be Fed chair so..In any case, he is almost certainly in the final shortlist as seen here. As for the CPI report mention, just be wary that the BLS is working on it and the Fed might get a glimpse of that data. However, it will likely be delayed past the original release date of 15 October. This article was written by Justin Low at investinglive.com.