156 - Everyone Sees Inflation While America Keeps Trying To Ignore Reality | IINsights

This week we’re looking at the uncomfortable split between the official “things are fine” narrative and the inflation pressure showing up across jobs, CPI, PPI, markets, and global central bank decisions.The headline jobs number looked strong, but the details tell a more complicated story: hiring was concentrated in government, services, healthcare, and seasonal hospitality—not exactly a clean signal of broad economic strength. Meanwhile, inflation data showed prices heating up again, producer costs rising faster than consumer inflation, and markets reacting badly to the idea that rate cuts may not be coming anytime soon.In this episode, we cover:Why the jobs report looked hot—but came with a giant asteriskWhat the tech selloff says about rate-cut expectationsWhy CPI and PPI are both flashing inflation warning signsHow global central banks are still stuck fighting sticky pricesOur Top 5 IINvestments going ex-dividend next weekPortfolio updates, including where we’re adding dry powder and whyIf you want a weekly market breakdown with a dividend-income lens—without pretending inflation magically disappeared—this is your IINsights drop.Where You Can Subscribe To Our Weekly UpdatesEmail SubscriptionSubstack Newsletter SubscriptionLinkedIn Newsletter SubscriptionLeave a comment:On this episode's Youtube Video_________________________________________________________________________________DISCLAIMER Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.Episode music was created using Loudly.