The Fed's Impossible Position: War Inflation vs. Rate Cuts episode artwork

EPISODE · Jul 25, 2026 · 42 MIN

The Fed's Impossible Position: War Inflation vs. Rate Cuts

from Investtalk · host Investtalk

With oil prices spiking and gas crossing $4 again due to Middle East conflict, the Federal Reserve faces a nightmare scenario where energy-driven inflation could force rate hikes even as the economy shows signs of slowing. This tension between fighting war inflation and supporting growth is the single biggest macro question for investors right now.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Oscar Health, Inc. (OSCR), Lumentum Holdings Inc. (LITE), Solventum Corporation (SOLV), The Fed's Impossible Position: War Inflation vs. Rate Cuts, Interest Options, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Dover Corporation (DOV), LiveWire Group, Inc. (LVWR), The Oil Markets.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

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The Fed's Impossible Position: War Inflation vs. Rate Cuts

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