10-19-26 Why Bad Inflation May Be Good for Markets

Is inflation here to stay, or could higher prices eventually correct themselves? Lance Roberts explains why the difference between "good" and "bad" inflation matters for the Federal Reserve, interest rates, Treasury yields, and the stock market.

We examine what inflation trends reveal about consumer purchasing power, Federal Reserve policy, bond yields, and the outlook for investors. Could today's inflation pressures eventually become tomorrow's economic weakness?

0:00 - INTRO

0:51 - Heavy Week of Earnings Driving markets

2:05 - Markets Sell off on Friday

3:52 - Markets Still Stuck in Same Consolidation Range (S&P vs RSP)

5:56 - Banks' Six Weeks' Sell Off = Opportunity?

8:18 - Misunderstanding Inflation - Good vs Bad

10:47 - What Inflation Looks at: Rate of CHANGE in Price

12:49 - The only thing the Fed can control is your spending

14:26 - The Fed is coming after you

15:03 - A history of inflation, supply, & demand (chart: price & quantity)