Podcasts about core inflation

Stay updated with today's biggest stock market news including Oil Price updates, U.S. Core Inflation data, strong Q4FY26 earnings from Ashok Leyland, Apar Industries & PG Electroplast, plus Reliance's new Battery Giga-factory announcement. Also watch the final “Believe it or not!” segment for a surprising market fact!

New federal data showed inflation continued rising in April, with the Personal Consumption Expenditures price index climbing 0.4% during the month. The report also showed a decline in personal income, adding to concerns about the direction of the U.S. economy. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daily Snippet vom 30.04.2026 Der Markt ordnet sich neu. Das gestrige Fed-Meeting, Powells letztes als Chair, brachte ein Abstimmungsergebnis, das es seit 1992 nicht mehr gab: vier Mitglieder stimmten gegen ihn. Die Zinssenkungs-These ist damit gebrochen. Drei Abweichler wollten Zinssenkungen sogar aus dem Statement streichen. Gleichzeitig warnt Powell vor steigender Core-Inflation, während Ölpreise und Kündigungen Druck machen. Das Risiko heißt jetzt: Stagflation. Warum ich Krypto und Spekulation aktuell meide und mein Family Office stärker auf Cashflow, Energie und einen starken Dollar ausrichte, zeige ich heute im Daily Update Blog.

The Rate Update — Here's Why the Fed Can't Cut Rates (Yet)The Federal Reserve meets today — and the big question for homeowners and homebuyers is simple:Why can't the Fed cut rates yet?Even if inflation is cooling in some areas, the Fed still has a problem. Core inflation, mortgage rates, Treasury yields, oil prices, jobs data, and market expectations all matter. And today may be especially important because this could be one of Jerome Powell's final Fed meetings as Chair.In this episode, we break down what the Fed is likely to do, what Powell may say after the meeting, why the market may move more on his press conference than the rate decision itself, and what it could mean for mortgage rates, homebuyers, homeowners, and anyone trying to decide whether to lock, float, buy, wait, or refinance.Today's key question:

Segment 1: Steve Alexander gives John an update on today’s market movement. Segment 2: Philippe Weiss, President, Seyfarth at Work, tells John what businesses can learn from the failing U.S.-Iran ceasefire. Philippe says that cease-fire between the Trump administration and Iran offers a vivid, real-world case study in the complexities of negotiation—and the costly consequences of misalignment. Segment […]

On ne rigole pas pour ce 1er avril : le marché nous offre un cocktail explosif entre géopolitique spectacle et casse-tête macroéconomique."Dans l'épisode ce matin, Xavier Fenaux décortique les flux de la nuit et trace la feuille de route pour votre session :

Singapore shares dived today to track hefty losses across regional markets. The Straits Times Index was down 2.38% at 4,831.30 points at 2.44pm Singapore time, with a value turnover of S$1.76B seen in the broader market. In terms of counters to watch, we have Lendlease Global Commercial Reit, after the Reit’s preferential offering of 352.4 million units was only 62.2 per cent subscribed. Elsewhere, from how Singapore’s core inflation picked up, while headline inflation eased in February, to how owners of luxury brands ranging from Gucci to Fendi and Bulgari opened more stores in Europe last year despite a slowdown in the wider sector, more economic and international headlines remained in focus. Plus – all about the selloff in Asia today, and how Kpop agency HYBE saw shares drop after boyband BTS’ comeback concert. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

Singapore shares nudged higher today as investors continue to digest developments on the global trade front. The Straits Times Index was up 0.16% at 5,025.75 points at 2.32pm Singapore time, with a value turnover of S$1.05B seen in the broader market. In terms of companies to watch, we have United Overseas Insurance, after the insurance arm of UOB on Friday posted a net profit of S$23.7 million for the second half of its 2025 fiscal year ended Dec 31 – a 51.5 per cent increase from S$15.6 million in the year-ago period. Elsewhere, from how markets in Asia-Pacific largely shrugged off US President Donald Trump’s latest decision to increase global tariffs to 15 per cent from 10 per cent, to how Singapore’s core inflation eased to 1 per cent in January – more economic and international headlines remained in focus. Also on deck – a look ahead to earnings due this week, with all eyes laser focused on Nvidia’s latest results. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) review the latest market news and moves. MarketPulse provides up-to-the minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse please access the RSS feed or contact us at info@marketpulse.com © 2023 OANDA Business Information & Services Inc.

Singapore shares rose today, driven by banking heavyweights UOB and OCBC. The Straits Times Index was up 1.26% at 4,889.27 points at 2.34pm Singapore time, with a value turnover of S$1.17B seen in the broader market. In terms of counters to watch, we have Suntec Real Estate Investment Trust, after the Reit recorded a distribution per unit (DPU) of S$0.0388 (3.88 Singapore cents) for the second half-year ended Dec 31, 2025. Elsewhere, from how Singapore’s full-year core inflation for 2025 came in at 0.7 per cent, to how the Bank of Japan raised its growth estimate and maintained its hawkish inflation forecasts as it kept interest rates steady, more economic headlines remained in focus. Also on deck – more on Intel’s latest results as the chipmaker struggles to meet AI data centre demand. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.

Singapore shares nudged higher today amid mixed trade in Asia. The Straits Times index was up 0.47% at 4,530.36 points at 1.58pm Singapore time, with a value turnover of S$532.63M seen in the broader market. In terms of counters to watch, we have OCBC, given how the firm’s mobile banking services were fully restored after a two-hour outage last night. Meanwhile, from how nominal wages in Singapore grew more slowly in 2025, to how core consumer inflation in Tokyo stayed well above the central bank’s 2 per cent target in November, more economic headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.

Singapore shares nudged higher today as Asian markets traded mixed. The Straits Times Index was up 0.09% at 4,397.93 points at 11.56am Singapore time, with a value turnover of S$474.69M seen in the broader market. In terms of counters to watch, we have Sabana Reit, after it posted a 38.4 per cent rise in income available for DPU to S$0.0101 (1.01 Singapore cents) for its third quarter ended Sep 30. Elsewhere, from how both Singapore’s core and headline inflation rose more than expected in September, to how Tesla’s profit plunged more than expected – more economic and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with Terence Wong, CEO, Azure Capital. See omnystudio.com/listener for privacy information.

Singapore shares were little moved as Asian markets struggled for direction today. The Straits Times Index nudged 0.04% higher to 4,299.17 points at 2.36pm Singapore time, with a value turnover of S$911.64M seen in the broader market. In terms of counters to watch, we have Keppel. That’s after the infrastructure division of asset manager Keppel and Keppel Asia Infrastructure Fund (Kaif) announced today a joint divestment of their combined 80 per cent interest in 800 Super Holdings. Elsewhere, from how Singapore’s core and headline inflation slowed in August, contrary to expectations, to how Nvidia will invest up to US$100 billion (S$128 billion) in OpenAI and supply it with data centre chips, more economic and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kelvin Wong, Senior Analyst, OANDA.See omnystudio.com/listener for privacy information.

AP correspondent Marcela Sanchez reports on the latest U.S. inflation data and how consumers are spending their money.

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Plus: Perplexity makes an unsolicited bid for Google Chrome, offering $34.5 billion. And Spirit Airlines warns that it may not continue to operate if its financial results don't improve faster than expected. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

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#ThisMorning on #BRN #Finance #2047 | #Core #Inflation Picked Up. What's It Mean for Your #Wallet? | David Anderson, PhD., Texas A&M University | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #Everyday

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Tariffs could lift global inflation this year, but business cycle dynamics are likely to play an important role in driving core inflation performance. Consistent with our forecast that the global economy turns into the new year generating above-trend growth, we anticipate that global core CPI (ex China and Türkiye) will rise at a 3%ar in 1H25, in line with its 2024 outcome. Alongside a firming in core goods inflation, services inflation looks set to continue but should be limited and divergent across countries. Our bias is for a larger Euro area inflation slide vis a vis the US and UK, while EM is likely to remain differentiated. Tariffs add to upside risk and will provide a further test of persistent inflation and psychology.   Speakers Nora Szentivanyi, Global Economist Bruce Kasman, Chief Economist   This podcast was recorded on February 05, 2025. This communication is provided for information purposes only.  Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4795397-0 https://www.jpmm.com/research/content/GPS-4895168-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.  The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2025. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12670date of first use: Jan 2025

SUMMARY: While consumer prices did rise by more than expected in December, core inflation slowed more than expected which gave some home that inflation might still be under control, PPI was better than expected in December, and the US government is over $700B in the hole after just three months...LINKS:CNBC: Core inflation rate slows to 3.2% in December, less than expectedREUTERS: US inflation still slowing as producer prices rise below expectations in DecemberCBO: Treasury Confirms Calendar Year 2024 Deficit Tops $2.0 TrillionDISCLAIMER: TowneBank Mortgage, NMLS #512138, is an equal housing lender. This podcast is for informational purposes only. Hosted by Tyler Cralle #2028201

This week on “Inside the Economy”, we break down the sectors of inflation, market trends, bond yields, and manufacturing production. The primary driver of inflation still present in the market is housing, while core goods show little to no inflation year-over-year. Where else has inflation cooled? New home prices remain high, and new home inventories are steady. Is household debt as a percentage of income impacting consumers when compared to historical data? As for the equity markets, they continue to be overvalued, particularly the Dow. In the manufacturing sector, production is nearly back to where it was pre pandemic. How do other countries like Germany and Japan compare in terms of manufacturing capacity? Tune in to learn more! Key Takeaways: • 10-year bond yield at 4.57% • Core Inflation at 3.3% (YOY) • Manufacturing Production Index at 99.0 in November

This week on “Inside the Economy”, we break down the sectors of inflation, market trends, bond yields, and manufacturing production. The primary driver of inflation still present in the market is housing, while core goods show little to no inflation year-over-year. Where else has inflation cooled? New home prices remain high, and new home inventories are steady. Is household debt as a percentage of income impacting consumers when compared to historical data? As for the equity markets, they continue to be overvalued, particularly the Dow. In the manufacturing sector, production is nearly back to where it was pre pandemic. How do other countries like Germany and Japan compare in terms of manufacturing capacity? Tune in to learn more!   Key Takeaways: 10-year bond yield at 4.57% Core Inflation at 3.3% (YOY) Manufacturing Production Index at 99.0 in November

Inflation concerns are widespread, but are they justified? Economic trends suggest that the narrative of persistently high inflation may be overblown.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the nuances of current inflation data and its implications for investors and the broader economy. They discuss why inflation is less of a concern than widely believed, explore consumer strength, and offer insights into the Federal Reserve's approach to monetary policy.Ryan and Sonu talk about:The recent market trends, including stock movements, Santa Claus rallies, and why market sentiment remains resilient despite fluctuationsThe misconceptions surrounding "sticky" inflation, emphasizing the lagging impact of shelter and auto insurance dataThe Federal Reserve's policy decisions, including upcoming rate cuts and their implications for the marketThe resilience of the U.S. consumer, supported by strong balance sheets, rising disposable income, and robust retail sales growthChina's economic shifts, including its dominance in automobile manufacturing and its global impact on manufacturing trends and oil demandAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

The Reserve Bank of India's Monetary Policy Committee announced on Thursday (August 8) to keep the repo rate unchanged at 6.5% in its August 2024 meeting for the ninth consecutive time. It maintained its inflation projection for FY25 at 4.5 per cent. While announcing the MPC policy, Governor Shaktikanta Das noted that headline inflation reached 5.1 per cent in June 2024, driven by unexpected factors. Fuel prices remained in deflation for the tenth consecutive month, but food inflation surged. Food inflation contributed over 75 per cent to headline inflation in May and June. Vegetable prices alone accounted for roughly 35 per cent of June's inflation. Governor Das said that that the MPC cannot afford to ignore this, espicially in an environment of persisting high food inflation. Vegetables and pulses have kept headline retail inflation has been over 5 per cent for eight months in the last one year. However, retail core inflation — the non-food and non-fuel segment — moderated to a four-year low of 4.3 per cent in FY24. In fact, core inflation saw a historic low during May and June. Some experts believe that high food inflation is stopping the RBI from cutting rates. In fact, the Economic Survey has suggested that "India's inflation targeting framework should consider targeting inflation, excluding food." The argument for the change is that core inflation is muted, meaning the domestic demand is weak. Core inflation measure the change in the cost of goods and services, but it does not include the food and energy sectors. A rate cut would help boost demand. Others say that food inflation is a very important component and it can't be excluded. In this podcast, V Nivedita spoke to Dipti Deshpande, Director and Principal Economist at CRISIL Limited, to decode the debate - should the RBI focus on core inflation while forming its monetary policy? Guest: Dipti Deshpande, Director and Principal Economist at CRISIL Limited Host: V. Nivedita Edited by Jude Weston

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Nora Szentivanyi, Senior Global Economist, and Samantha Azzarello, Head of Content Strategy, discuss the latest global inflation report.     This podcast was recorded on June 26, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at  https://www.jpmm.com/research/content/GPS-4731978-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Listening to the Press reports it all seems superb. Core Inflation, read the headlines, was the lowest in three years, while personal spending and incomes were higher. I don't know about you, but I thought they must be talking about someone else because my household income hasn't increased. It seems like we have less money to spend, not more.

Listening to the Press reports it all seems superb. Core Inflation, read the headlines, was the lowest in three years, while personal spending and incomes were higher. I don't know about you, but I thought they must be talking about someone else because my household income hasn't increased. It seems like we have less money to spend, not more.

Listening to the Press reports it all seems superb. Core Inflation, read the headlines, was the lowest in three years, while personal spending and incomes were higher. I don't know about you, but I thought they must be talking about someone else because my household income hasn't increased. It seems like we have less money to spend, not more.

Listening to the Press reports it all seems superb. Core Inflation, read the headlines, was the lowest in three years, while personal spending and incomes were higher. I don't know about you, but I thought they must be talking about someone else because my household income hasn't increased. It seems like we have less money to spend, not more.

Stocks rise; inflation remains above Federal Reserve's target; retail sales flat in April; homebuilder sentiment declines.

#Markets: Super core inflation and the stalled markets. Liz Peek, The Hill, Fox News, and Fox Business https://www.msn.com/en-us/money/smallbusiness/the-feds-favorite-inflatio... 1913 JP Morgan demolition

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the March jobs report and Disney's annual meeting of shareholders. In the UK -  a preview of European core inflation data. In Asia – a look at a potential TikTok ban in the U.S, and a preview of China PMI data. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the March jobs report and Disney's annual meeting of shareholders. In the UK -  a preview of European core inflation data. In Asia – a look at a potential TikTok ban in the U.S, and a preview of China PMI data. See omnystudio.com/listener for privacy information.

A sequential rise in February core inflation is not cause for concern, as it is due to “residual seasonality”, an auto insurance outlier, and residential real estate which will come down. The S&P 500 index's positive return in each of the last four months is something that only happened 16 times before; on average after those times, it returned 16% to the end of the year. There is a break-out in the downward trend of the Chinese stock market, and the gradient is turning positive in several economic data series there. Japan's wages will be 5.3% higher than last year, the largest increase since 1991. We look for the Bank of Japan to raise the policy rate from -0.1% to 0.2% a year from now. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 12th, 2024Featuring: Bill Lee, Chief Economist at the Milken Institute, on CPI Sarah House, Senior Economist at Wells Fargo Mike Wilson, Morgan Stanley Chief Equity Strategist Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Dan Silver joins Nora Szentivanyi to discuss the outlook for US core inflation and implications for the Fed.  The trend for core  inflation moderated in 2023 but the CPI and PCE measures sent differing signals about how close inflation was to target late last year. We expect core CPI run rates to slow to 2.9%ar in 1H24 alongside a modest firming in core PCE inflation to a still low 2.2%ar. If our forecast is correct, year-ago core PCE inflation could dip below 2.5% as soon as the February report (released in late March) and enable the Fed to start easing in May/June. However, with tailwinds from the unwinding of supply chain shocks fading, some softening in the labor market will likely still be needed to keep inflation close to the 2% target on a sustainable basis.    Speakers Nora Szentivanyi, Global Economic and Policy Research Daniel Silver, US Economic Research   This podcast was recorded on 6 Feb 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4617977-0, https://www.jpmm.com/research/content/GPS-4616731-0, and https://www.jpmm.com/research/content/GPS-4609533-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Record High Inflation as of October 2023https://www.audacy.com/989word The Tara Show Follow us on Social Media Join our Live Stream Weekdays - 6am to 10am Facebook: https://www.facebook.com/989word Rumble: https://rumble.com/c/c-2031096 X: https://twitter.com/989word Instagram: https://www.instagram.com/989word/ " Red Meat, Greenville." 10/25/23

The Financial Rape of America https://www.audacy.com/989word The Tara Show Follow us on Social Media Join our Live Stream Weekdays - 6am to 10am Facebook: https://www.facebook.com/989word Rumble: https://rumble.com/c/c-2031096 X: https://twitter.com/989word Instagram: https://www.instagram.com/989word/ "Red Meat, Greenville." 10/23/23

(9/14/23) The ARM IPO debuts today at $51/share; why IPO's aren't a good deal. PPI preview; CPI review: Inflation up on fuel prices and housing costs; the Fed is on hold for now. Market Volatility is very low on a deep sell signal; potential triggers could be the UAW Strike at midnight tonight, government shutdown fears in October, and the reimposition of student loan payments sucking revenue from retail sales. The impact of oil prices on inflation is negligible compared to shelter costs (accounting for over 1/3rd of CPI). Don't expect a large bump in inflation from energy costs. Core Inflation vs Headline Data: Why inflation is calculated this way. What will the Fed do next? They're not saying in order to avoid a market rally. Job Creation planning is at an 8-year low. No more payroll growth = no economic expansion; employment levels now returning to "normal." Traffic tickets & home-life discussions at the Roberts'; market preview & EOY investing strategies; market performance YTD; the need for portfolio managers to "play catch-up" to preserve their jobs. Look for a reversal of stock buyback suppression; 2024 may be "The Year of Value." SEG-1: Is the Fed on Hold? SEG-2: Interpreting Inflation SEG-3: What Will the Fed Do Next? SEG-4: Traffic Tickets, Homelife Discussions, & EOY Investing Strategies Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=3UG4e75gfbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2731s -------- The latest installment of our new feature, Before the Bell, "What's Likely to Trigger the Next Round of Volatility?" is here: https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Mortgage Lenders Created Unaffordable Housing" https://www.youtube.com/watch?v=SGh81vUL7Aw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this report: "The Lag Effect Unveiled" https://realinvestmentadvice.com/the-lag-effect-unveiled/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- 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/ #InvestingAdvice #CPI #Inflation #PPI #EnergyPrices #Shelter #Volatility #ARMIPO #Markets #Money #Investing

(9/14/23) The ARM IPO debuts today at $51/share; why IPO's aren't a good deal. PPI preview; CPI review: Inflation up on fuel prices and housing costs; the Fed is on hold for now. Market Volatility is very low on a deep sell signal; potential triggers could be the UAW Strike at midnight tonight, government shutdown fears in October, and the reimposition of student loan payments sucking revenue from retail sales. The impact of oil prices on inflation is negligible compared to shelter costs (accounting for over 1/3rd of CPI). Don't expect a large bump in inflation from energy costs. Core Inflation vs Headline Data: Why inflation is calculated this way. What will the Fed do next? They're not saying in order to avoid a market rally. Job Creation planning is at an 8-year low. No more payroll growth = no economic expansion; employment levels now returning to "normal." Traffic tickets & home-life discussions at the Roberts'; market preview & EOY investing strategies; market performance YTD; the need for portfolio managers to "play catch-up" to preserve their jobs. Look for a reversal of stock buyback suppression; 2024 may be "The Year of Value." SEG-1: Is the Fed on Hold? SEG-2: Interpreting Inflation SEG-3: What Will the Fed Do Next? SEG-4: Traffic Tickets, Homelife Discussions, & EOY Investing Strategies Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=3UG4e75gfbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2731s -------- The latest installment of our new feature, Before the Bell, "What's Likely to Trigger the Next Round of Volatility?" is here:  https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Mortgage Lenders Created Unaffordable Housing" https://www.youtube.com/watch?v=SGh81vUL7Aw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this report: "The Lag Effect Unveiled" https://realinvestmentadvice.com/the-lag-effect-unveiled/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- 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/ #InvestingAdvice #CPI #Inflation #PPI #EnergyPrices #Shelter #Volatility #ARMIPO #Markets #Money #Investing

Traders Absorbed a Hotter than Expected August core Inflation print, The Real Cost of Owning a Dog, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets

(7/27/23) An overview of the current earnings reporting reveals profit margins have declined to pre-pandemic levels. Markets' flat response to Jerome Powell post-FOMC meeting presser The effects of shrinkflation are beginning to fade; no 2% inflation expected until late 2025. Will rate cuts return by then? Markets don't have a friendly Fed; a huge concern for impact of the Lag Effect; still possible for yet another rate increase of .25 to .50% by September. Market expectations vs Consumer Sentiment: Could there still be a "soft" landing? Is 3% inflation good enough? Powell says drop in headline inflation will encourage consumers--counter-productive for flagging inflation. Core Inflation is a better gauge of economic reality. Still no Recession? Why Chipotle is the world's most expensive burrito, and a good mid-level economic indicator. Why Technical Analysis is not voodoo; Recession still coming: 6-mos from now or late 2025? The Lag Effect Factor; the fallacy of MMT has come to pass. SEG-1: Mega Cap Earnings Review SEG-2: Was This the Last Fed Rate Hike? SEG-3: Falling Headline Inflation Works Counter-Intuitively Against the Fed SEG-4: The World's Most Expensive Burrito Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show, on our YouTube channel: https://www.youtube.com/watch?v=tqRA0UPAUPc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=45s -------- The latest installment of our new feature, Before the Bell, "Dow Winning Streak Keeps Going" is here: https://www.youtube.com/watch?v=Ppk8LAZyLus&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is This the Last Rate Hike?" https://www.youtube.com/watch?v=FgjXnLjDtQA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles mentioned in today's show: “Beating Estimates” – How Companies Win In Earnings Season https://realinvestmentadvice.com/beating-estimates-how-companies-win-in-earnings-season Economic Cycle Set To Improve But Are Bulls Too Bullish? https://realinvestmentadvice.com/newsletter/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #InvestingAdvice #FederalReserve #InterestRates #RateHike #EarningsSeason #MegaCap #Estimates #Inflation #ChipotleIndicator #Markets #Money #Investing

(7/27/23) An overview of the current earnings reporting reveals profit margins have declined to pre-pandemic levels. Markets' flat response to Jerome Powell post-FOMC meeting presser The effects of shrinkflation are beginning to fade; no 2% inflation expected until late 2025. Will rate cuts return by then? Markets don't have a friendly Fed; a huge concern for impact of the Lag Effect; still possible for yet another rate increase of .25 to .50% by September. Market expectations vs Consumer Sentiment: Could there still be a "soft" landing? Is 3% inflation good enough? Powell says drop in headline inflation will encourage consumers--counter-productive for flagging inflation. Core Inflation is a better gauge of economic reality. Still no Recession? Why Chipotle is the world's most expensive burrito, and a good mid-level economic indicator. Why Technical Analysis is not voodoo; Recession still coming: 6-mos from now or late 2025? The Lag Effect Factor; the fallacy of MMT has come to pass. SEG-1: Mega Cap Earnings Review SEG-2: Was This the Last Fed Rate Hike? SEG-3: Falling Headline Inflation Works Counter-Intuitively Against the Fed SEG-4: The World's Most Expensive Burrito   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show,  on our YouTube channel:   https://www.youtube.com/watch?v=tqRA0UPAUPc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=45s -------- The latest installment of our new feature, Before the Bell, "Dow Winning Streak Keeps Going" is here:  https://www.youtube.com/watch?v=Ppk8LAZyLus&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is This the Last Rate Hike?" https://www.youtube.com/watch?v=FgjXnLjDtQA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles mentioned in today's show: “Beating Estimates” – How Companies Win In Earnings Season https://realinvestmentadvice.com/beating-estimates-how-companies-win-in-earnings-season Economic Cycle Set To Improve But Are Bulls Too Bullish? https://realinvestmentadvice.com/newsletter/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #InvestingAdvice #FederalReserve #InterestRates #RateHike #EarningsSeason #MegaCap #Estimates #Inflation #ChipotleIndicator #Markets #Money #Investing

Core Inflation has hit it’s highest level for 31 years and massive firms aren’t paying their workers the minimum wage. We discuss the cost of living crisis in Britain with James Meadway. Plus: the Barbican has been forced to apologise after cancelling an event discussing Palestinian liberation; and one year into the RMT’s dispute, Mick […]

Core inflation data from March might push the Federal Reserve to raise interest rates again next month. LVMH earnings show the strength of luxury shoppers. And the rate on Treasury I-Bonds could fall to about 3.8% in May. Host: Jackson Cantrell. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Oct. 13. The U.S. economy continues to experience broad price pressures. Overall inflation rose 8.2% in September from a year ago, according to the Labor Department, and core inflation, which excludes the volatile categories of food and energy, rose 6.6%, the biggest increase since 1982. WSJ economics reporter Gwynn Guilford joins host Annmarie Fertoli to discuss. Plus, the House select committee investigating the January 6, 2021, attack on the U.S. Capitol votes to subpoena former President Donald Trump. Congressional reporter Siobhan Hughes has more. Learn more about your ad choices. Visit megaphone.fm/adchoices