Podcasts about Inflation

The IMF is getting nervous. Nervous to the point its chief economist just said the world is already drifting toward their newly minted adverse scenario. What does that mean? It means a collision course with the point of no return. And that point of no return is much closer than you'd think given how the world was in bad shape before the energy shock showed up. The difference between fragile and resilient makes all the difference. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

This week on Is The Mic Still On, the crew breaks down rising global tensions, economic pressure, and the real-world consequences showing up across everyday life. 00:00 Intro27:53 Fun Facts: States & Space Exploration36:59 Best Thing Seen45:47 Iran–Iraq Conflict Updates & Trump’s Blockade51:36 Inflation & Economic Pressure57:31 California Factory Fire & Worker Protest1:17:04 HBCUs & Mental Health OutcomesSee omnystudio.com/listener for privacy information.

You know who can't stop talking about the private credit bust? The big bankers. Jamie Dimon is constantly in the media almost too happy to share his negative thoughts. Recently Goldman Sach's David Solomon reminded everyone the credit cycle has not been repealed. But you know who hasn't said a word? Life insurance execs. The companies that write retirement annuities. 2008 was about big banks. 2026 is about big insurance.  Eurodollar University's Money & Macro Analysis-----------------------------------------------------------What is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method. If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. With our memberships, we'll fill in everything that you've been missing. https://eurodollar.university/memberships -----------------------------------------------------------Life Insurers' Role in the Intermediation Chain of Public and Private Credit to Risky Firmshttps://www.federalreserve.gov/econres/notes/feds-notes/life-insurers-role-in-the-intermediation-chain-of-public-and-private-credit-to-risky-firms-20250321.htmlUS insurance regulators pulling back the curtain on private credithttps://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/3/us-insurance-regulators-pulling-back-the-curtain-on-private-credit-100049804Insurers' $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dusthttps://www.wsj.com/finance/regulation/insurers-1-trillion-buildup-in-private-credit-is-leaving-regulators-in-the-dust-5f84cad8The Rise Of Private Credit In Insurers' Investment Portfolioshttps://www.spglobal.com/ratings/en/regulatory/article/the-rise-of-private-credit-in-insurers-investment-portfolios-s101643158The Rise of Insurance-Linked Capital in Private Credithttps://www.abfjournal.com/the-rise-of-insurance-linked-capital-in-private-credit/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Today we have war updates... patience and caution are needed as we focus on recent headlines. From inflation data and Fed commentary to geopolitical tensions and a temporary ceasefire, there has been surprisingly little lasting impact on markets. Underlying market weakness existed before the war and the conflict has mainly reshuffled sector performance leaving markets stuck in a fragile, uncertain range. While some areas like energy, materials, and staples showed prior strength, others such as software and parts of financials remain weak. Conflicting signals from interest rates, the dollar, and inflation expectations, along with continued volatility driven by political narratives rather than fundamentals, make it difficult to form a high-conviction outlook.  We discuss...  Markets largely ignored major news on inflation, Fed policy, and geopolitics, suggesting underlying uncertainty and indecision. The market was already weakening before the war, meaning the conflict mainly shifted trends rather than creating new ones. Current price action reflects a choppy trading range with no clear directional trend emerging. Software and parts of technology remain notably weak, even compared to pre-war levels. Semiconductor stocks have held up better, creating divergence within the tech sector. Financials are showing signs of stress, partly due to concerns around private credit and hidden risks. Lack of transparency in financial system exposures poses a greater risk than the size of the problem itself. The yield curve is flattening, reducing profitability for banks and signaling potential economic pressure. Interest rates, the dollar, and inflation expectations are sending mixed and unreliable signals. Oil price dynamics and futures markets suggest expectations of declining prices despite short-term spikes. Inflation impacts from higher energy costs may not be fully felt for several months. Geopolitical developments, particularly involving Trump's negotiation style, add unpredictability to market behavior. Sitting in cash is a valid strategy in uncertain environments despite inflation concerns. Missing small upside moves is preferable to being exposed to sudden market drawdowns. Elevated valuations and lingering macro risks suggest markets may not be as stable as they appear. Relief rallies can occur even while underlying economic and market stress persists. There are currently very few high-conviction investment opportunities across markets. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/war-updates-patience-and-caution 

House Minority Leader Hakeem Jeffries (D-NY) offers his party's perspective on the Iran War, the President's delivery on the economy, and America's affordability crisis. This week, the market digested multiple economic data sets. On Tuesday, the producer price index, a gauge of pipeline costs for final demand goods and services, made the biggest 12-month gain since February 2023. Today, the Bureau of Labor Statistics showed that U.S. import prices rose less than expected in March, and petroleum import prices increased 9.4% as the war in Iran drove energy prices higher. CNBC's Steve Liesman and Rick Santelli break down the data and the market's expectations for that data, and Cleveland Fed President Beth Hammack explains what the numbers could mean for the Fed's next interest rate decision. Plus, CNBC's Phil LeBeau discusses the potential for airline mergers in the current administration, Anthropic is reportedly turning down VC money, and Kevin Warsh's Fed nomination hearing has been scheduled after a delay.    Phil LeBeau - 11:13 House Minority Leader Hakeem Jeffries - 19:33 Steve Liesman & Rick Santelli - 36:48 Beth Hammack - 42:47   In this episode: Hakeem Jeffries, @RepJeffries Phil LeBeau, @Lebeaucarnews Steve Liesman, @steveliesman Rick Santelli, @RickSantelli Kelly Evans, @KellyCNBC Michael Santoli, @michaelsantoli Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Au sommaire :Le gouvernement souhaite encadrer les marges des distributeurs de carburants pour limiter la hausse des prix, mais cette mesure risque d'être inefficace selon les experts.La Commission européenne s'inquiète d'un risque de pénurie de kérosène en raison du blocage du détroit d'Ormuz, obligeant les compagnies aériennes à se réorganiser.Le Fonds Monétaire International redoute une récession généralisée en cas de prolongation du conflit au Moyen-Orient, avec une hausse de l'inflation et des risques pour la sécurité alimentaire.En France, le gouvernement a revu à la baisse ses prévisions de croissance et anticipe une hausse de l'inflation due à la flambée des prix de l'énergie.Le Conseil d'analyse économique préconise de cibler certains publics, comme les seniors, pour réformer l'assurance chômage de manière plus efficace.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this episode of Market Mondays, we break down one of the most unpredictable markets we've seen in years. Inflation has surged to a 2-year high, raising serious questions about whether the Fed is losing control and what it will actually take to bring rates down. At the same time, oil prices have crossed the $100 mark, banks are quietly positioning against private credit, and a new investigation into Lululemon could shake investor confidence.We also dive into the Nasdaq's recent winning streak—is this real strength or a setup for a major pullback? Plus, we talk about Sandisk's historic run, the rise of anti-capitalism sentiment, and whether quantum computing stocks still deserve the hype. To close it out, we share one timeless investing lesson that every investor needs to understand in today's market.Special guest 19 Keys joins the conversation to break down the future of AI agents, how automation is reshaping the economy, and what it all means for investors moving forward.#MarketMondays #Investing #StockMarket #Inflation #FederalReserve #OilPrices #Nasdaq #AI #QuantumComputing #WealthBuilding #Finance #InvestSmart #EconomicNewsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Brian Szytel reports a second strong up day in stocks (Dow +317, S&P 500 +1.2%, Nasdaq nearly +2%), led by tech, software, and semis, as markets and oil futures price in a nearer-term resolution to the Iran conflict and a ceasefire extension, making a retest of recent lows historically unlikely. He describes severe degradation of Iran's military capacity, economic base, currency, and potential oil-revenue losses under a Strait of Hormuz blockade, framing the situation as economic warfare aimed at protecting commerce flow. He argues recent sector moves and private credit worries are mostly noise versus fundamentals, noting limited non-accrual pickup and potential AI-driven operating leverage for software. Economic data showed cooler March PPI (0.5% vs 1.1% expected; core 0.1% vs 0.5%) and weaker NFIB optimism (95 vs 98 long-term avg). He explains why a bypass canal/pipeline is impractical due to terrain, cost, geopolitics, and missile vulnerability. 00:00 Market Rally Recap 01:28 Iran Conflict Impact 03:22 Sector Rotation and Credit 04:13 Ignore the Noise 05:04 Inflation and Small Biz Data 05:54 Strait Bypass Q&A 07:20 Closing Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Chinese banks are now trapped which is why China has finally entered an era of full-blown extend and pretend. It's been on the edge of it for some time, but recent data and information out of the country show the banking sector has crossed that threshold into the low-rate trap which has squeezed profitability and left banks to bleed cash. So, more grim lending and credit data from China's central bank just confirms everything including the trap having been sprung.    Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Underwater Mortgages Force China's Banks to Get More Creativehttps://www.bloomberg.com/news/features/2026-04-06/china-s-housing-crisis-forces-banks-to-confront-underwater-mortgagesChina's largest banks' profits virtually flat as property slump continueshttps://www.reuters.com/world/asia-pacific/chinas-icbc-worlds-biggest-bank-posts-1-profit-rise-2025-2026-03-27/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

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War-driven inflation, crypto scams, and a Hormuz crisis collide as Orbán's defeat signals global rejection of authoritarianism and economic exploitation.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

Dean Baker explains how crypto scams, Iran war energy shocks, and policy choices drive inflation and inequality, hurting everyday Americans.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

AP Washington correspondent Sagar Meghani reports the Iran war's fallout has led to the International Monetary Fund lowering its global economic growth forecast.

Au sommaire :La guerre au Moyen-Orient pourrait entraîner une forte hausse de l'inflation en France, avec près d'un quart des entreprises industrielles prévoyant de répercuter la hausse des prix de l'énergie et des matières premières.Le gouvernement français entame les travaux de préparation du futur budget, avec une première réunion organisée par le ministre Sébastien Lecornu pour faire le point sur les finances publiques et identifier les marges de manœuvre.Les grandes banques américaines, comme Goldman Sachs, ont dévoilé des résultats trimestriels en hausse, profitant de la volatilité des marchés financiers liée au conflit au Moyen-Orient.La flambée des prix du kérosène pousse les compagnies aériennes à augmenter le prix de leurs billets, certaines choisissant également de réduire leur offre de vols.La production pétrolière mondiale est fortement impactée par le conflit, avec environ 11 millions de barils par jour qui ne sont plus acheminés via le détroit d'Ormuz.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Global events move fast—but financial reactions move faster. This episode with JoePat Roop examines how geopolitical headlines influence markets, emotions, and investor behavior. The conversation separates short-term noise from long-term fundamentals, unpacking why reacting to fear can create bigger problems than volatility itself. It’s a timely look at staying grounded when the news cycle feels overwhelming. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Pfister, Sandra www.deutschlandfunk.de, Wirtschaft am Mittag

Annuities don’t fail retirees—confusion does. On this episode, Steve Anzuoni breaks down why so many people misunderstand annuities and how that confusion can derail an otherwise solid retirement plan. Steve explains the difference between simple and complex income products, why goals matter more than rates, and how guaranteed income can change how retirees actually live and spend. The conversation also tackles longevity, inflation, healthcare concerns, and the costly mistake of delaying key retirement decisions. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

Legal Docket on asylum qualification, Moneybeat on oil prices, inflation, and geopolitical risk, and History Book on the last Revolutionary War veterans. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Boyce College. Boyce College offers a Christ-centered education built on the truth of God's Word. Every student—no matter their major—takes 30 hours of Bible and theology, learning how to think biblically, live faithfully, and lead with conviction. Formed from the 160-year legacy of Southern Seminary, Boyce College prepares students for maximum faithfulness in the world, the workplace, the church, and the family. Learn more at boycecollege.comFrom the Joshua Program at St. Dunstan's Academy in Virginia ... a gap year shaping young men ... through trades, farming, prayer ... stdunstansacademy.orgAnd from WatersEdge. Strengthening Ministry One Investment at a Time. 4.55% APY on a 13-month term. Watersedge.com/invest WatersEdge securities are subject to certain risk factors as described in our Offering Circular and are not FDIC or SIPC insured. This is not an offer to sell or solicit securities. WatersEdge offers and sells securities only where authorized; this offering is made solely by our Offering Circular.

Today, we're talking about a U.S. blockade on the Strait of Hormuz after U.S.-Iran ceasefire negotiations stall; Artemis II successfully returning from its lunar mission; inflation jumping to 3.3%; and other top news for Monday, April 13th. Stay informed while remaining focused on Christ with The Pour Over. Looking to support us? You can choose to pay ⁠⁠⁠⁠here⁠⁠⁠⁠ Check out our sponsors! We actually use and enjoy every single one. Cru Wild Alaskan HelloFresh Christian Real Estate Network Quince Qualia Life QAVA CCCU Upside Mosh LMNT The Missing Messiah Compelled Podcast I Choose Love TPO Corrections Page

Today's Headlines: Everything JD Vance touched this weekend turned to dust. Viktor Orban — MAGA's model autocrat and Putin's most reliable EU ally — was swept out of power in Hungary's election, with opposition leader Peter Magyar's Tisza party winning 135 of 199 parliamentary seats. Vance had flown to Budapest days earlier to campaign for Orban. Then Vance's Iran peace talks in Pakistan collapsed without a deal, and he left. Within hours Trump was threatening to blockade the Strait of Hormuz and bomb Iran's water treatment facilities, while Marco Rubio watched UFC with Trump and Joe Rogan in Miami. Iran said "if you fight, we fight." Meanwhile, the economy is quietly getting ugly. GDP growth in Q4 2025 came in at a 0.5% annualized rate. Inflation jumped to 3.3% in March — the highest in two years, up from 2.4% in February — driven largely by gas prices. Pawn shops across the country are reporting a surge in loan demand and customers selling valuables outright, with both major publicly traded pawn operators trading at five-year highs. The White House ballroom, meanwhile, will be built with $37 million in foreign steel donated by a Luxembourg company — right as Trump cuts their tariff rates in half. Trump has allegedly promised mass pardons to anyone who came "within 200 feet of the Oval." The White House called it a joke. In other news, A former Army employee was arrested and indicted for leaking accounts of sexual harassment and gender discrimination at Fort Bragg to a journalist — Kash Patel celebrated her arrest on Twitter as a warning to "would-be leakers." Anthropic is releasing its powerful new Mythos model — which can find security vulnerabilities human developers can't — to a coalition of 40 companies anyway. The FTC is suing three states for trying to regulate prediction markets like Kalshi and Polymarket using anti-gambling laws. And finally, Eric Swalwell dropped out of California's governor's race after CNN and the SF Chronicle reported misconduct allegations from four women, including two incidents of sexual assault. His staff quit, 45 former staffers signed a letter calling for his resignation, and the Manhattan DA opened an investigation. The House is reportedly considering a vote to expel him alongside Republican Tony Gonzalez.  Resources/Articles mentioned in this episode:  Time: Hungary's Viktor Orbán, Icon of the Far Right, Loses Election. Here's What That Means The Guardian: Israeli strike kills paramedic, says Lebanese Red Cross – as it happened | US-Israel war on Iran FOX Business: US economy grew at 0.5% in fourth quarter WSJ: Inflation Soared to 3.3% in March, Driven by Higher Gasoline Costs Bloomberg: Pawn Shop Loans Spike As Gas Prices Weigh On Americans Mother Jones: Trump: Buy American, Unless It's for My Ballroom WSJ: Trump Promises Mass Pardons to Staff Before Leaving Office NYT: F.B.I. Arrests Ex-Army Employee Who Detailed Harassment to Journalist PBS News: Anthropic's powerful new AI model raises concerns about high-tech risks Axios: Feds sue three states over prediction market crackdowns CNN: Eric Swalwell ends campaign for California governor after sexual misconduct allegations Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Mohamed A. El-Erian, senior global fellow at The Lauder Institute and practice professor at the Wharton School of the University of Pennsylvania, chief economic advisor at Allianz, chair of Gramercy Funds Management, contributing editor at the Financial Times and columnist for Bloomberg Opinion and the author of several books, including Permacrisis: A Plan to Fix a Fractured World (Simon & Schuster UK, 2023), offers his analysis of the latest inflation numbers, and the effect of the Iran war on inflation and the economy more broadly, both in the US and globally. Photo: Gas prices are displayed at the pump at a gas station in the Hamilton Heights neighborhood in the Manhattan borough of New York on March 31, 2026. (Photo by CHARLY TRIBALLEAU / AFP via Getty Images)    

Today's Post - https://bahnsen.co/4cmGmIS In this Monday Dividend Cafe, David recaps a volatile session in which futures fell 400–500 points after Iran negotiations failed, then markets rallied into the close as investors weighed a new U.S. strategy: a blockade of the Strait of Hormuz aimed at halting Iranian trade and forcing reopening. Oil spiked about 8% overnight but ended up roughly 1.5% to around $98, while estimates suggest the blockade could cost Iran about $275M/day in exports and $150M/day in imports. Bahnsen expects continued volatility and notes a tariff threat tied to arms sales to Iran was not taken seriously by markets. He also reviews CPI (3.3% headline, 2.6% core; gasoline up 21% MoM), weak existing home sales, uncertainty around Fed leadership and rate cuts, why U.S. producers focus on futures pricing, and the start of earnings season, with an AI-focused episode planned Friday. 00:00 Market Whiplash Recap 00:43 Iran Blockade Strategy 01:35 Oil Spike and Volatility 02:59 Blockade Costs and Outlook 04:05 Inflation and Tariff Talk 04:55 Housing Market Check 05:24 Fed Uncertainty and Rates 06:25 Why US Oil Output Lags 07:19 Earnings and AI Preview 07:39 Wrap Up and Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, whether it could bring an inflation shock, and what it could mean for risk assets. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for.  Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

With talks between the US and Iran falling apart, there will be renewed focus this week on the Strait of Hormuz, getting it open and restoring traffic. Nearly all the focus so far as been on the energy part of the trade equation, the amount crude oil being able to transit the bottleneck. But there is another key set of commodities that are likewise being held back, and most people don't realize just how big this is. Energy shock, yes, there is also a growing food shock.  Eurodollar University's conversation w/Steve Van MetreWhat is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method. If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. With our memberships, we'll fill in everything that you've been missing. https://eurodollar.university/memberships Nations Race to Secure Enough Fertilizer and Prevent Food Crisishttps://www.youtube.com/watch?v=A-Dq0GSd_ckIt's not just oil and gas. The Strait of Hormuz blockage is rattling another vital commodityhttps://www.cnbc.com/2026/03/25/fertilizer-price-iran-war-food-security-inflation-urea-potash-nitrogen-farmers.htmlFAO Chief Economist warns of severe global food security risks from disruption to Strait of Hormuz trade corridorhttps://www.fao.org/newsroom/detail/fao-chief-economist-warns-of-severe-global-food-security-risks-from-disruption-to-strait-of-hormuz-trade-corridor/enhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

This episode features Jim Grant of Grant's Interest Rate Observer on inflation, war, monetary policy, and the long arc of credit cycles. Grant explains why inflation is ultimately driven by monetary debasement and why war, fiscal policy, and central bank actions may be setting the stage for a more persistent inflationary regime than markets expect.We explore how today's environment compares to past inflationary periods, the hidden risks in credit markets and public debt, and what history teaches us about AI investment booms, oil shocks, and monetary disruption. Grant also discusses trust in financial systems, the role of gold, and why markets are always harder in real time than they appear in hindsight.Grant's Interest Rate Observerhttps://www.grantspub.com/Topics Covered:Why war is inherently inflationary and how it strains the productive economyThe difference between measured economic stability and underlying systemic risksHow inflation shifted from a wartime phenomenon to a permanent feature of modern monetary policyThe Fed's 2% inflation target as a structural form of currency debasementLessons from the 1970s inflation and oil shocks vs. today's environmentWhy inflation is a ratchet that erodes purchasing power over timeThe importance of trust in credit markets and growing risks in private credit structuresPublic debt, Treasury market dynamics, and early signs of strain in government financingHistorical parallels between AI investment and past technological booms like the internetThe role of gold as a hedge against (and investment in) monetary instabilityThe durability of the US dollar despite long-term structural concernsWhy investing is always difficult in the present—even when it looks obvious in hindsightTimestamps:00:00 Intro and Jim Grant on the true causes of inflation04:04 Why war drives sustained inflation and current geopolitical risks08:00 Historical perspective on inflation before the 1970s12:00 Oil shocks, Volcker, and lessons from past inflation cycles16:00 Why inflation never reverses and purchasing power declines20:00 Trust in markets and the foundation of credit systems24:00 Private credit risks and the modern credit cycle28:00 Public debt, Treasury markets, and fiscal sustainability concerns32:00 Treasury auctions, yields, and early warning signs in bonds35:25 AI capex boom and lessons from past technological bubbles38:17 Air conditioning, internet bubbles, and delayed economic payoffs40:00 The Fed, Treasury, and hidden financial interdependence44:14 Asset allocation, gold, and monetary disruption48:44 The dollar's strength and global dominance53:41 Why investing is always difficult in real time59:00 Advice on markets, newsletters, and enduring uncertainty

Bank On It, financial insights you can count on with Jason Shields, the COO of Gulf Coast Bank & Trust

Technology Sector and Market Valuations Recent market volatility has led to increased analysis across key sectors, particularly technology. For several years, there have been concerns that the technology sector was overvalued, raising the risk that a correction could negatively impact the broader market. However, recent market movements have helped reset valuations. Forward price-to-earnings (P/E) ratios for technology stocks have declined significantly, from around 40 to approximately 20, bringing them more in line with the broader market. This shift is important because forward P/E is a key indicator used to assess whether stocks are overvalued or undervalued based on expected future growth rather than past performance. Despite this decline in valuations, earnings growth in the technology sector is still projected to remain strong, with expectations in the mid-teens or higher. This combination of lower valuations and continued earnings growth may attract new investment into the sector. As technology represents a significant portion of the overall market, renewed investor interest could help offset broader market weakness and support overall market stability. Inflation, Energy Prices, and Consumer Impact The latest Consumer Price Index (CPI) report showed a notable increase in inflation during March, with a 0.9% rise month over month. A significant portion of this increase, more than three-quarters, was driven by an 11% surge in energy prices. While rising energy costs are impactful, it is important to understand how they affect overall consumer spending. When a larger share of income is allocated to fuel, consumers are often forced to reduce spending in other areas. This concept, known as “demand destruction,” occurs when higher prices in one category lead to decreased demand in others. This trend was evident in the most recent data. Outside of energy, a substantial number of goods within the CPI actually saw price declines, with roughly 40% of tracked items decreasing in price. Additionally, recent credit card spending data shows an overall increase in consumer spending, but a disproportionate share, about 40%, has been directed toward gasoline purchases. While consumers may temporarily absorb these higher costs, particularly with the support of tax refunds, the longer-term effect is reduced flexibility in spending. If elevated energy prices persist, this shift could lead to continued strength in the energy sector while creating weakness in other areas of the economy. Geopolitical Tensions and Oil Supply Risks Ongoing geopolitical developments, particularly involving Iran and the United States, continue to play a critical role in energy markets. While initial expectations suggested a short-term conflict lasting four to six weeks, and some de-escalation has occurred, no permanent agreement has been reached. As a result, attention remains focused on the Strait of Hormuz, a critical global shipping route through which approximately 20% of the world's oil supply passes. Control and restrictions in this region have created ongoing uncertainty in oil distribution. Iran has demonstrated its ability to influence the flow of oil through the strait, at times limiting access while allowing selective shipments. Meanwhile, U.S. efforts to impose additional restrictions further complicate the situation. This dynamic creates the potential for reduced oil supply over an extended period. If these constraints persist, oil prices may remain elevated for longer than initially anticipated. This could further contribute to the demand destruction discussed earlier, as consumers and businesses continue to adjust to higher energy costs. The situation remains fluid, and its impact on both energy markets and the broader economy will depend on future geopolitical developments. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Energy Prices and Your Wallet first appeared on Fi Plan Partners.

Repo fails spiked to more than $415 billion. Treasury bill prices are jumping. Prices. US bank dealers are using their record government bond holdings at the same time foreigners are deploying huge amounts of their reserves of the same instruments. Treasuries bonds are all over the shadows and it has nothing do with interest rates or the Fed, except the Fed is providing a lot of the data. What does it all mean? The answer -a critical part of it - can be found in Nigeria. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Die hohen Spritkosten heizen nicht nur die Inflation kräftig an, sondern auch die Stimmung in der Koalition. Obwohl die Rufe nach staatlicher Hilfe immer lauter werden, streiten Finanzminister Klingbeil und Wirtschaftsministerin Reiche über die richtigen Maßnahmen. Die Koalition hatte den Beziehern kleiner und mittlerer Einkommen Steuersenkungen versprochen. Was wird aus diesem Versprechen in Zeiten von Krieg und leeren Kassen? Von WDR 5.

Newt talks with David Winston and Myra Miller of the Winston Group, about the 2026 midterm elections. Inflation and the economy remain the central issue for voters. They discuss how war-driven spikes in gas prices may be seen as temporary, potentially buying the Trump administration time if voters expect prices to fall once the Iran conflict and Strait of Hormuz tensions ease. Turning to party dynamics, they describe the growing importance of independents, whose share of the electorate rose from 27% in 2020 to 34% in 2024 and now exceeds at least one major party in many competitive states. Historical swings show how dramatically independents can shift outcomes. David and Myra argue that independents are becoming an “existential threat” to both parties and that their voting is driven primarily by economic concerns, especially cost of living. Looking ahead to 2026, they recommend that every Republican campaign adopt two core strategies: a clear economic message that educates voters on the benefits of the “Big Beautiful Bill” and a specific plan to win independents, recognizing that an effective independent strategy is inseparable from a strong economic strategy.See omnystudio.com/listener for privacy information.

3. Gene Marks: Gene Marks analyzes soaring inflation driven by volatile energy costs and suggests defensive strategies for small businesses. He addresses consumer sentiment versus actual spending and notes that hiring remains resilient despite economic challenges and the emergence of artificial intelligence. (3)1930-45 UNION STATION LAS VEGAS

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down what's really going on in the market right now—from AI-driven disruption and rising inflation to why money is rotating into commodities and semiconductors. We also get into why bitcoin could be setting up for a bigger move as the macro environment continues to shift.=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp=======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================0:00 - Intro0:50 - Iran war, markets & current outlook3:22 - AI vs software (what's the difference?)5:43 - Who is actually using AI today?9:10 - Who gets access to powerful AI models?15:16 - Where are the investment opportunities?19:38 - Large caps vs small caps23:09 - Inflation vs deflation (what actually matters?)29:27 - Bitcoin setup & macro conditions37:37 - Why bitcoin wins in multiple scenarios41:31 - Bitcoin volatility & cycle timing44:34 - Dollar weakness & global shifts46:31 - Future outlook for AI, bitcoin, & markets

Artemis set to splashdown; Inflation surges, fueled by fuel prices amid war in Iran; American and Iranian delegations gather in Islamabad ahead of peace talks Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The latest on negotiations between Iran and the Trump Adminstration. Pramila Jayapal pledges to abolish ICE and CBP when Democrats are back in power. Alaska Airlines raises checked bag fees — here’s what Seattle travelers will pay. // Guest: Former Washington State Supreme Court Justice and state legislator Phil Talmadge on his lawsuit against the income tax. // Inflation did rise, but it was expected.

Core inflation is still running hot—and rising energy prices could add even more pressure. In this episode of Real Estate News for Investors, Kathy Fettke breaks down the latest PCE data, showing inflation at 3%, above the Fed's target. But this report came before the recent surge in oil prices tied to geopolitical tensions. Meanwhile, consumer income is slipping and economic growth has been revised lower—raising concerns about a potential stagflation environment. What does this mean for interest rates, the Fed, and real estate investors? Kathy explains what to watch next and how to navigate a market facing rising uncertainty. Want to learn more? Visit www.Newsforinvestors.com Source: https://www.cnbc.com/2026/04/09/core-inflation-was-3percent-in-february-as-expected-key-fed-gauge-shows.html 

Rising energy prices, higher inflation, and growing economic uncertainty — a Harvard economist says the fallout from the Iran war is already being felt. On the GZERO World Podcast, Ian Bremmer sits down with Harvard economist and former IMF Deputy Managing Director Gita Gopinath to unpack how the conflict is rippling through the global economy. As oil and gas prices surge, inflation is climbing, adding new costs for households and businesses and putting pressure on growth worldwide. Gopinath explains that while the immediate hit to global growth may seem modest, the bigger concern is longer-term “structural damage”—the slow-moving economic shifts caused by trade fragmentation, strained alliances, and geopolitical conflict. They also discuss why the US may be more insulated than other economies, how China is positioning itself for a more fragmented world, and whether the recent boom in AI investment can offset some of the economic drag. As inflation rises and global economic ties continue to shift, what comes next may matter even more than the immediate shock. Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A US Delegation led by Vice President Vance heads to Pakistan for Iran negotiations, new Inflation numbers come in hot, and a new immigration bill called the “Dignidad” act draws major backlash from conservatives. Get the facts first with Evening Wire. - - - Ep. 2727 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3  - - - Today's Sponsor: Goldbelly - Go to https://goldbelly.com and get 20% off your first order + free shipping with promo code WIRE. - - - Privacy Policy: ⁠https://www.dailywire.com/privacy⁠ morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.

P.M. Edition for April 10. The first major inflation report since the start of the Iran war showed consumer prices rose 3.3% last month from a year earlier. WSJ economics reporter Konrad Putzier discusses the risks of a prolonged run-up in energy prices and what the energy shock means for the Federal Reserve. Plus, the U.S. and Iran gear up for what will be their highest-level talks in decades this weekend. We hear from reporter Laurence Norman about the leverage each side has going into the negotiations. And, in an exclusive, we report that President Trump has promised staffers mass pardons before he leaves office. Alex Ossola hosts.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.

In our news wrap Friday, the latest inflation report shows the biggest price increase since 2024, the Trump administration released plans for a new triumphal arch in the president's effort to leave his mark on the nation's capital and Russia and Ukraine are preparing for a brief ceasefire this weekend to mark Orthodox Easter. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Target is throwing in the towel on its previous losing strategy. Like many businesses, it tried to raise prices only to find its customers going elsewhere, largely to Walmart. Now Target is slashing its prices including on the towel it just threw in. The retail giant simply has no other choice given the sudden change in consumer behavior we're seeing across the economic landscape.   Eurodollar University's Money & Macro AnalysisTarget cuts prices on 3,000 items as stubborn inflation keeps US consumers on edgehttps://www.reuters.com/business/target-slashes-prices-more-than-3000-products-2026-03-11/Fewer Americans Plan to Travel After Surging Fuel Costs Hit Budgetshttps://www.bloomberg.com/news/articles/2026-04-02/fuel-price-rise-on-iran-war-has-americans-putting-vacations-on-holdNumerator Consumers React to Rising Gas Priceshttps://www.numerator.com/resources/blog/consumers-react-rising-gas-prices/FRBNY SURVEY OF CONSUMER EXPECTATIONShttps://www.newyorkfed.org/microeconomics/sce#/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

James Golden aka Bo Snerdley talks about Kamala Harris and Pete Buttigieg trying to back the Democratic Party, Inflation rising as it was expected with the Iran war and he talks about Artemis II coming back with Astronomer Gary Swangin. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber led off the show with the first CPI report reflecting the spike in oil and gasoline prices due to the Iran war: Consumer inflation rose in March by 3.3% year-on-year, the biggest increase in two years. On the AI front: CNBC confirmed that Treasury Secretary Scott Bessent and Fed Chair Jerome Powell convened a meeting with bank CEOs earlier this week, to discuss cyber risks raised by Anthropic's new Mythos AI Model. CoreWeave CEO Mike Intrator joined the program to talk about the company's latest AI deals: One with Anthropic, the other with Meta. Also in focus: A week to forget for software stocks, Taiwan Semi's revenue surge, Intel extends rally on Melius' price target hike, Nike downgraded. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Inside Economics team is joined by Matt Colyar to discuss the week's loaded economic data slate. First, Matt offers a detailed reaction to March's hot CPI report – the first inflation data capturing effects from the conflict in the Middle East. Next, the group discusses how each is thinking about their recession probabilities in light of the tenuous ceasefire between the U.S. and Iran and the latest economic data. The group closes, of course, with the numbers game where Mark reveals that he doesn't file his own taxes, and despite not eating meat, Cris provides an update on how America's steakhouses are faring amid rising beef costs. Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference in San Diego Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Orion capsule is making its way home tonight. Mark Strassmann has all the coverage of this epic journey from Misson Control. President Trump issues new threats while Iran makes new demands ahead of the high-level peace talks. Ed O'Keefe reports the latest as the fragile ceasefire continues to hold. Inflation has shot up by over three percent, to the highest level in almost two years, making it the largest monthly increase since the government starting tracking prices. Senior Business Correspondent Jo Ling Kent has more on how the war in Iran is impacting your wallet. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In episode 2038, Jack and Miles are joined (in person!!!) by actor, comedian, and co-host of The Last Podcast on the Left, Henry Zebrowski, to discuss… The Right Is Unhappy, Doritos Went Too Hard On Greedflation? Oh Look At That Greedflation Was A Thing! And more! Fox & Friends Admits Trump’s Ceasefire Leaves ‘Objectives’ Unmet — Praise Him Anyway Mark Levin is losing it. Laura Loomer criticizes ceasefire deal with Iran: “Iran practically got everything that they wanted” Megyn Kelly: I don't know about you, but I am sick of this shit. Can't Trump just behave like a normal human? Megyn Kelly: "Trump could drop a nuke and I'd still vote Republican” Doritos prices jumped 50% in four years and PepsiCo waited until it lost billions to do anything about it LISTEN: No Censor (feat. Unruly Bad, Karma, Trizzac, BGody, LR, & Kwengface) by Zone 2See omnystudio.com/listener for privacy information.

Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX. In this conversation, we break down what's really happening in the global economy—from the Iran conflict and oil prices to the push and pull between inflation and deflation. We also get into bitcoin's role in all of this, how AI is reshaping the labor market, and where he sees the biggest opportunities in crypto, from decentralized exchanges to prediction markets and privacy coins.Follow Arthur Hayes:IG - https://www.instagram.com/cryptohayes/LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/Substack - https://cryptohayes.substack.com/Web: https://www.cryptohayes.comX - https://x.com/cryptohayesCheck out the Maelstrom Fund: LinkedIn: https://www.linkedin.com/company/maelstromfundWeb - https://www.maelstrom.fundX - https://x.com/maelstromfund=====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro0:49 - Iran war & oil market reaction5:30 - Inflation vs deflation breakdown7:42 - Why the Fed will always print money9:08 - Gold vs bitcoin & global trade shift14:20 - Arthur Hayes portfolio strategy17:54 - Hyperliquid & the future of trading24:20 - Insider trading should be legal?27:59 - Why bitcoin doesn't need institutions32:09 - Zcash & privacy in crypto35:23 - What Arthur is bearish on in crypto40:30 - How big Hyperliquid can get42:24 - Will prediction markets be successful?46:45 - Final market outlook

Our U.S. Thematic and Equity Strategist Michelle Weaver breaks down the results of a new survey on U.S. consumer spending and confidence.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic and Equity Strategist. Today, we're bringing you an update on the U.S. consumer as we try and understand the outlook for the economy.It's Thursday, April 9, at 10 AM in New York.You've probably noticed shopping these days feels like a mixed bag. You spend money on your everyday staples like groceries, personal care or clothes. But you might be second-guessing those big ticket items like a new piece of furniture or a new TV. And you're not alone. Our newest AlphaWise survey of U.S. consumers reveals a pretty mixed signal. On the surface, things look solid. Consumers are still spending. We've seen that borne out in some of the recent economic data. And our survey work reveals around 34 percent expect to spend more next month, compared to just 15 percent who expect to spend less. That leaves us with a net spending outlook of +18 percent, which is actually above the long-term average. But when we start to dig in and look beneath the surface, the story shifts. Confidence is deteriorating. Nearly half of consumers expect the economy to get worse over the next six months, while only 32 percent expect an improvement. This results in a net outlook of -17 percent, a meaningful drop from what we saw last month. So how do we reconcile that? That spending with that deterioration in confidence. It's really a balance of timelines. Consumers are spending today, but they're increasingly worried about tomorrow. And these worries are grounded in very real concerns. Inflation remains the dominant issue, with 57 percent of consumers citing rising prices as a key concern – reversing what had been a fairly short-lived improvement on consumers' view on prices. At the same time, of course, with the tensions in the Middle East, geopolitical concerns are increasing quickly. They've jumped to 33 percent from 22 percent just last month. And concerns around the U.S. political environment remain elevated at 43 percent. When you combine all these pressures, it's not surprising that consumers are becoming more cautious in how they plan to spend. We're also seeing that caution show up in the mix of expenditures. In the near term, consumers are still increasing spending across most categories – especially the essentials like groceries, gasoline, and household items. But when we look over a longer horizon, the outlook becomes more selective. Discretionary categories are weakening. Apparel spending expectations have dropped to -16 percent, domestic travel to -11 percent, and international travel to -14 percent. That shift – from discretionary to essentials – is something we tend to see when consumers are bracing for a more uncertain environment. Now, one factor that's supporting the near-term – a brighter spot here – is tax season. This year, 46 percent of consumers expect to receive a larger tax refund compared to last year. And what's interesting about that is where people are going to put the money. About half of consumers plan to save at least a portion of the refund. About a third plan to pay down debt. And only around 30 percent intend to spend it on everyday purchases. So even when people receive a cash boost, the instinct isn't to spend freely. It's to shore up finances. Putting it all together, the picture of the U.S. consumer today is one of resilience but also rising caution. Spending is holding up in the near term, supported by income and tax refunds. But confidence is weakening, savings behavior is increasing, and discretionary demand is softening. These divergent trends are important. We'll continue to watch them closely and bring you updates.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.