In Brief: Inflation data | House prices | Geopolitical developments 05.26.26

Interest rates are moving higher, with long-term Treasury yields reaching multi-decade highs as markets reassess inflation and Federal Reserve policy. In this episode, we explore shifting expectations toward a more hawkish Fed, what to watch in the upcoming PCE inflation report, and how housing trends could influence the broader inflation outlook. We also touch on ongoing geopolitical risks and their implications for energy markets. Key topics: Inflation data, Fed policy outlook, housing prices, and global energy risks.

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This episode was published on May 26, 2026.

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