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 24:58 - Go Back and Watch Truflation Interview w Oliver Rust: https://www.youtube.com/live/603EdhToXq8?si=irUSKOwd9oEDb2hM 25:56 - Scott Bessent "I am the House" 30:39 - Ten Year Treasury Auction Results 32:38 - S&P 500 Trend Index 34:52 - In the End-phase of Secular Bullish Trend 37:37 - Moving Into a More Normal Rate Environment Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/y1GoUw9wURw -------- Watch our previous show, "Q&A Wednesday: What Should Investors Do Now?" https://youtube.com/live/cbnYs0Eoc0E?feature=share ------- Watch today's "Before the Bell" report, "Markets Test Key Support," https://youtu.be/t6Hl9kH52gw ------- Articles mentioned in this report: "Hike Or Hold? Debating The Coming Fed Decision" https://realinvestmentadvice.com/resources/blog/hike-or-hold-debating-the-coming-fed-decision/ "Investing Myths Dismantled (Chapter 4 of 5)" https://realinvestmentadvice.com/resources/blog/investing-myths-dismantled-chapter-4-of-5/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next in-person Retirement Income Workshop, "Saturday, September 19, 2026: https://tracking.realinvestmentadvice.com/l/1052953/2026-06-17/2kkcz --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #Inflation #FederalReserve #MarketOutlook #FederalReserve #InterestRates #CPI #FedPolicy