The Bond Market Is Calling The Fed’s Bluff On Inflation

Inflation isn’t just a chart, it’s a pressure you feel at the pump, on your credit card bill, and in the interest rate attached to almost everything. We dig into the week’s CPI and PPI readings, why core inflation still makes the Fed’s job hard, and how futures markets are pricing the next rate hike. Then we connect the dots to the bond market, where the 10-year Treasury yield pushing toward 5% signals real concern about inflation and tighter financial conditions.Energy is the wild card we can’t ignore. With oil flirting with $100 and diesel costs surging, we talk through how higher fuel prices seep into shipping, everyday goods, and consumer inflation expectations. We also cover the University of Michigan sentiment data and why those inflation expectation numbers can jump so fast when drivers see higher prices. If you’ve wondered whether gas prices can shape the economic story more than a press conference, this conversation will make that link feel concrete.From there, we bring it back to financial planning and investing behavior. Consumer credit is rising, and that’s a reminder to build a real safety net before you take extra risk. We look at stock market volatility and technical signals ahead of a busy week, then step into mindset: the fear and greed cycle, Charlie Munger’s line about waiting, and Warren Buffett’s simple idea of becoming an owner and diversifying instead of chasing moves. We also touch on midterm-election psychology and why staying fact-driven beats trading your politics.If this helped you think more clearly about inflation, interest rates, and your next money move, subscribe, share the episode with a friend, and leave us a quick review.