10-15-26 Inflation Runs Hot - What's Next for the Fed?

Inflation remains stubbornly elevated, raising fresh questions about the Federal Reserve's next move on interest rates. Will the Fed hold rates higher for longer, or will slowing economic growth force policymakers to reconsider?

Lance Roberts and Michael Lebowitz examine the latest inflation trends, the Fed's interest rate outlook, and what persistent price pressures could mean for the stock market, Treasury yields, and investors.

Can the Federal Reserve bring inflation under control without undermining economic growth? We discuss the challenges facing monetary policymakers, the risks of keeping interest rates elevated, and how changing inflation expectations could influence stocks, bonds, and portfolio strategy.

0:00 - INTRO

0:46 - CPI Comes in Hot

2:24 - Markets Sell Off on Inflation Print

3:36 - RSP Showing Recovery in Rotations

6:46 - Barry White & Sore Throats

7:49 - The Tell of the Tails - Foreign Selling & Domestic Buying

10:45 - Retail Bond Buying (EDIT)

12:10 - Two Reasons: CPI +.01%, Bond Yields Fall

14:09 - When Bad News is Good News