9-10-26 What Will Inflation Data Do for the Fed

With CPI and PPI inflation reports in focus, markets are looking for clues about the Fed’s next move on interest rates. Will cooler inflation give policymakers more room to cut rates, or could hotter data force the Fed to remain cautious?

Lance Roberts & Michael Lebowitz examine what the latest inflation numbers could mean for Fed policy, interest rates, Treasury yields, and financial markets, as investors try to determine whether inflation is cooling enough to change the Fed’s outlook.

0:00 INTRO

0:49 - PPI, CPI Preview

2:11 - Oil As Factor in Inflation

4:36 - Markets Continue to Do What They Do

6:53 - Volatility Warms Up

10:03 - PPI, CPI - What's Driving the Numbers

12:56 - Inflation vs Deflation

17:21 - We Have a Relatively Weak Economy

18:51 - Will the Fed Hike Rates Twice this Year?

20:04 - Walsh, Bessent, & Signals to the Market