Podcasts about september cpi

Nora Szentivanyi and Raphael Brun-Aguerre discuss their takeaways from the September CPI reports and how the incoming data are shaping the outlook for global inflation and monetary policy. Global headline inflation eased further to 2.7%oya, aided by falling energy prices––a decline that has supported consumer purchasing power. But core inflation is proving to be sticky around 3% after stepping down from 3.4%ar in 1H24. Services inflation globally continues to run above pre-pandemic norms, even as goods prices have returned to their pre-pandemic inflation rate. However, persistent divergences in both domestic demand and supply are now starting to drive greater variation in inflation outcomes.  This podcast was recorded on October 24, 2024. This communication is provided for information purposes only.  Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4824594-0 , https://www.jpmm.com/research/content/GPS-4820478-0 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.

US Rates Strategists Jay Barry and Phoebe White discuss their takeaways from the September CPI report, the recent volatility in rates and inflation markets, and thoughts on Fed balance sheet policy following the most recent FOMC meeting minutes. With Treasury valuations somewhat cheap and positioning now short, we think yields have limited further room to rise. Inflation breakeven should also find stability though risks remain two-sided at these levels.   Speakers: Jay Barry, Fixed Income Strategy Phoebe White ,Fixed Income Strategy   This podcast was recorded on October 11, 2024. This communication is provided for information purposes only. Institutional clients can view the related report athttps://www.jpmm.com/research/content/GPS-4815265-0  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.

US futures are indicating a flat open today. European equity markets are little changed, while Asian markets finished mixed. Market sentiment was impacted by a hotter-than-expected September CPI print, though analysts downplayed the data as a single-month variation, with relief coming from a slowdown in shelter inflation. There was also focus on the sharp rise in initial jobless claims, which likely reflected temporary impacts from Hurricane Helene and ongoing strikes. Some hawkish comments from Fed officials suggested a potential pause in November, while others noted that inflation is clearly declining. Companies Mentioned: Tesla, Airbus, Spirit AeroSystems, Johnson & Johnson

Jenny Horne joins the Futures show with live reaction to September CPI data and the latest jobless claims print. A 0.4% jump in food prices was one of the key culprits behind the rise in CPI. Meanwhile, the labor market data showed its highest unemployment claims filings since August 2023. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Singapore stocks began the morning trading in positive territory, shrugging off global market jitters from overnight losses. In early trade, the Straits Times Index (STI) rose 0.4 per cent to 3,599.98 points after 46.6 million securities changed hands in the broader market. In terms of companies to watch today, we have Top Glove, after the glove manufacturer yesterday reported a significantly narrower fourth-quarter net loss of RM3.6 million (S$1.1 million).  Elsewhere, from how economists are expecting the Monetary Authority of Singapore to hold its currency band steady on Monday, to expectations ahead of a news conference in China held tomorrow – more local and international headlines remain in focus.  Also on deck – news surrounding Seven & i, Bytedance, AMD and Tesla. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Sunny Soh, Lead Technical Analyst (Capital Markets & Investor Education), SIAS.See omnystudio.com/listener for privacy information.

Only 26 more days until the Presidential Election!  Today David talks about free speech and defending the speech he hates the most. He also covers this mornings September CPI report and how he thinks the Feds version of a "soft landing" only pertains to those with assets.  Listener question: What is the Federal Reserve and why do we have it?  As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App. Email any financial questions to Kory@epsf.com Twitter @skibucks1 For more information on the Amazon well drill, please visit: https://nativosusa.org https://www.gofundme.com                       Search: David Szafranski  

Kia ora,Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.Today we lead with news commodity prices go into reverse as the Chinese post-holiday rally stumbles after only a brief shine. It is an ominous sign.But first in the US there was a sharp fall in mortgage applications last week, down -5.5% from the prior week. That was because interest rates moved sharply higher after the strong non-farm payrolls report. But current application levels are running +55% higher than a year ago.Those higher interest rates also showed up in the latest (well supported) US Treasury bond auction, this one for their ten year bond. The median yield came in today at 4.01% and well above the 3.61% at the prior equivalent event a month ago.Hurricane Milton is about to hit just south of Tampa and Florida more generally. Analysts say it could cause US$60 bln in insurance losses apart from the far greater uninsured damage. Milton and Helene may be trigger events for widespread change in the way insurance cover is offered. Risks are rising fast for those who underpin these coverages.US Fed minutes for their September 19 (NZT) meeting were released earlier this morning and they show the Fed's -50 bps rate cut was well supported (page 9) and seen as a quicker way to align it with the progress on inflation and their labour market. It suggests this was a one-off move and future moves will be more 'regular'. Remember, the September CPI data for the US will be released tonight and it is expected to slip from 2.5% to 2.3%.Japanese machine tool orders rose in September from the weak August level but they remain -6.5% lower than year-ago levels - which it should be noted were unusually high at the time.Taiwanese inflation fell to near its lowest since the pandemic, down much more than expected to a 1.8% rate.In India, their reserve bank also reviewed its policy rate yesterday and left it unchanged at 6.5%, as expected. They see their economic expansion continuing and inflation broadly in line with the midpoint of their target rate of 4%. Inflation is currently running at 3.65%. However, their commentary does open the door for the next move to be down, which would be their first rate cut since May 2020.In China yesterday, the Shanghai stock market lost steam rapidly after the post-holiday euphoria. It was down -6.6% on the day as scepticism grew about what Beijing is doing - and not doing - to recover China's expansion mojo. It is a telling signal.In Australia, they reported Q2 dwelling commencement data yesterday and it continues to retreat as apartment building remains especially weak. Of course, low supply coming onstream isn't helping housing affordability. Rent inflation is still running at over 7% there.The UST 10yr yield is now at just on 4.07% and up +4 bps from yesterday. The price of gold will start today at US$2609/oz and down -US$2 from this time yesterday.Oil prices are -50 USc lower at just over US$72.50/bbl in the US while the international Brent price is now just over US$76/bbl.The Kiwi dollar starts today at 60.6 USc and down -60 bps from this time yesterday. Against the Aussie we are also down -60 bps at 90.2 AUc. Against the euro we are down -40 bps at 55.4 euro cents. That all means our TWI-5 starts today now at 68.9, and down -50 bps from yesterday at this time.The bitcoin price starts today at US$61,782 and down -1.1% from this time yesterday. Volatility over the past 24 hours has been low at just on +/- 0.7%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Kia ora,Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.Today we lead with news the world's economy is expanding in most places despite some 'hot' pressures.The week ahead will crescendo on Wednesday with the RBNZ Monetary Policy Review and OCR decision. But there will be a lot else going on too. India and South Korea will also have rate decisions this week. In the US, they get their September CPI result along with PPI data. Japan will release sentiment survey updates, along with Australia. The EU will release retail sales data and factory order updates will come in Germany.But first, we should note that today is the final day of the Chinese Mid-Autumn Festival and normal work will restart tomorrow. And in Australia, most of their eastern states will be on holiday today (except Victoria). NSW and Victoria have also moved on to summer time, so are back to 2 hours behind us.But the big news over the weekend was the eye-catching headline (s.a.) rise in US non-farm payrolls (NFP) of +254,000, almost double the expected +130,000 rise. And as regular readers will know, we also check the actual change, which was almost double that, at +460,000. All very impressive. There are now 162 mln people employed in their civilian labour force. There is momentum here and the impact of +460,000 more paid workers will be widespread and impact the whole global economy.Both their unemployment rate, at 4.1%, and the number of unemployed people, at 6.8 million, changed little in September.And the East Coast/Gulf port strike has been settled. So that is no longer an economic irritant.This result is of outsized change and it had an impact on the financial markets. While the equity markets didn't react, the bond markets did, juicing up benchmark UST yields noticeably. The USD rose sharply too.The US Fed may well be restrained by this labour market surge. Cutting rates into a fast-rising economy would be inflationary and they have only just gotten things back on an even keel. By any measure, they have achieved a 'soft landing'. They seem set up for a solid 2025 expansion (provided their economic management stays professional of course).The latest Q3 estimate of US economic activity is +2.5% which would take their nominal GDP to US$29.4 tln and +US$1.4 tln more than a year ago. It is impressive. However, given today's labour market surge, there are upside 'risks' to these estimates.And we should note that all this is going on while the US Federal Reserve shrinks its balance sheet. It is now down to just over US$7 tln, a -US$76 bln drop in one month, a -US$900 bln drop in a year, and an almost -US$2 tln drop since its 2022 peak. Monetary policy resilience is being built back up. Yes, US Federal debt held by the public is rising in dollar terms but not as a proportion of overall economic activity (GDP). But a stock-to-flow ratio like that is a bit of a junk sideline stat. You will hardly ever see that ratio in the commercial world.China may still be on holiday. And by official accounts, travel-related activity is 'normal' but other aspects of their economy are still a worry. When they return tomorrow we will likely start to see the rollout of their signaled fiscal 'bazooka'.Singapore delivered good retail results for August, to be up +0.6% from a year ago and almost all of that in the latest month.And Vietnam surprised observers by releasing data that showed their economy grew +7.4% in Q3-2024, driven by exports, even though production was hit by Typhoon Yagi. That is up from 7.1% in Q2-2024 and expectations it would only expand by +5.5%. Along with India, they have wrestled the mantle from China of the fastest growing developing economies.More broadly, world food prices in September rose much more than expected, and across the board. In fact, it was the largest month-on-month increase since March 2022. Rising dairy prices were among the gainers, but not so much meat prices.The UST 10yr yield is now at just on 3.97% and down -2 bps from Saturday. But that is up +20 bps from this time last week.The price of gold will start today at US$2653/oz and up +US$4 from Saturday.Oil prices are down -US$1 at just under US$74.50/bbl in the US while the international Brent price is still just on US$78/bbl. A week ago these prices were US$7 lower at US$67.50 and US$71.50 respectively.The Kiwi dollar starts today at 61.6 USc and unchanged from Saturday. That is a big -2c fall from a week ago however. Against the Aussie we are still at 90.6 AUc. Against the euro we are down -10 bps to 56.1 euro cents. That all means our TWI-5 starts today still just under 69.7, and unchanged from Saturday, but down -100 bps from a week ago.The bitcoin price starts today at US$62,760 and up +0.8% from this time Saturday. Volatility over the past 24 hours has been low at just under +/- 1%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Nora Szentivanyi and Dan Silver discuss the main takeaways from the September CPI reports, the outlook for coming months and how we see central banks responding to the incoming data. The latest reports suggest core inflation may be stabilizing amidst significant sectoral and regional divergence. On net, we've marked higher our 4Q23 global core inflation forecast to 3.2%q/q annualized (ex China and Türkiye) from 2.8% a month ago; this implies only limited easing from the 3Q pace. In the US, the details of the September report prompted an upward revision to US core inflation which we now expect to rebound to 3.6%ar this quarter from 2.8% in 3Q. While we continue to see the Fed on hold, we think the latest CPI report reinforces the idea that the FOMC will continue to communicate a tightening bias. This podcast was recorded on October 24, 2023. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4540941-0, and  https://www.jpmm.com/research/content/GPS-4533084-0. For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

On Episode 74 of the podcast, Broke Boi Crypto (@BrokeBoiCrypto) and Crypto Ewok (@CryptoEwok) discuss: - Coin Telegraph fake tweets that the Bitcoin ETF is approved - Bitcoin smashes to $30K on Fake ETF news, what will it do when the real thing happens? - U.S. September CPI comes in hot, are rate hikes coming? - The corrupt SEC loses again and does not appeal judge Bitcoin ETF Ruling - PulseChain ecosystem pumps hard, led by HEX on Ethereum - Richard Heart reminds Twitter that IRS and SEC rulings are coming up soon and to submit comments for policy change. - Will Uniswap and Metamask be tools of the past as they sell out on DeFi? Follow the show on Twitter: @CreedOfCrypto

In this episode, David and Eric discuss how to incorporate seasonality into your revenue forecast. They give reasons why you should do this and a practical guide on how to do it. They also discuss the September CPI and question its accuracy in tracking how expensive American life has become. They look at www.shadowstats.com as...

Kia ora,Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news financial markets are struggling to respond to the enhanced geopolitical threats and are doing so by "not over-reacting". In the background, volatility was lower and earnings reports were positive. A speech by Fed boss Powell is due soon.But first up today, the release of the important US Federal Reserve's Beige Book was an irrelevant affair, reporting little change in October from September. All the usual strengths are on display (labour market, for instance) along with all the usual threats (the housing market, and inflation, although that is broadly easing in these reports).The American mortgage market hit a new low last week. Mortgage applications fell by -6.9% in the week ending October 13, the sharpest decline since April. Volumes are now their lowest since 1995. Refinancing applications plunged -9.9% in the period, while applications to purchase a home dropped by -5.6%. Meanwhile mortgage interest rates touched 7.7% plus points for their standard 30 year loan, a 23 year high.Meanwhile housing starts picked themselves off the canvas in September from August's unusual low, but are still quite groggy. They are -7.2% lower than year ago levels which themselves weren't a high standard. Building consents don't give any indication their residential new-build market is about to recover.Canada however is posting a good recovery in their housing start and residential construction data for September.Data out of China yesterday was quite positive. The Chinese economy expanded by +4.9% in Q3-2023 from a year ago, slowing from +5.3% in Q2 but beating market forecasts of +4.4%. For a country as large as China, that is a big up surprise. Retail sales climbed by +5.5% in September from a year ago (remembering they essentially have zero inflation), accelerating from a +4.6% rise in the prior month and exceeding market estimates of +4.9%. It was the largest increase in the pace of trade since May. Electricity production rose +7.7% from a year ago, suggesting the headline growth may in fact have some substance behind it. It is the first time in quite some time Chinese growth data has been led by electricity production.Housing market data in China however, wasn't a positive with their property investment slump deepening in September. However, it is actually quite positive that the growth they did record was consumer-led, and without property. This de-emphasising is a heathy sign.In Europe, they confirmed its September CPI inflation rate at 4.3% for the Euro area, unchanged from its 'flash' report. A reminder, that is down from 5.2% in August, so good progress there even if core countries like Germany and France aren't quite back at those levels yetIn Australia, there are more reports of farmers desperate to quit stock ahead of the expected El Nino droughts looming. Some are even prepared to give them away as prices collapse to less that the freight to move them off farms. Even then, there were few takers. To be fair, these are only tiny pockets of desperation at this stage, but the trend is clear and market prices are diving, especially for sheep. No farmer wants to be stuck with livestock they can't feed or sell. In addition to the obvious animal welfare concerns, the legal liability is severe.The UST 10yr yield in volatile today. At one point it was as high as 4.93% but has eased back to now be at 4.88% and up only a net +2 bps from where we started yesterday. Still, this is a new modern post-GFC high. The price of gold will start today at US$1952/oz and up +US$27/oz from this time yesterday.Oil prices have risen +US$2.50 to be now at just over US$87.50/bbl in the US. The international Brent price is now just over US$91/bbl.The Kiwi dollar starts today at 58.6 USc and down -½c from yesterday. This is its lowest level in almost a year. Against the Aussie we are softer firmer at 92.4 AUc which is down more than -1c since the start of the week. Against the euro we have eased lower again to 55.6 euro cents. That all means our TWI-5 starts today at just over 68.7 which is down another -40 bps from yesterday.The bitcoin price starts today at US$28,361 and down -0.8% from this time yesterday. Volatility over the past 24 hours has been modest at +/- 1.4%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news bond yields are rising fast today as hot American data fuels bets the US Fed will need to raise rates again.But first, the overnight dairy auction was a reprise of the previous two, up another +4.3% this time. But to be fair it hasn't yet made back all of its steep falls of July and August yet even if it is on the way. Both SMP and WMP rose like the overall result, butter was up +2.9%. Prices at this level are basically what we had in the 2016-2020 period. It was a solid, average auction, and a relief that the steep reductions from the 2021 peak seem to have ended.In the US, retail sales came in stronger than expected. They were up +0.7% in September from August, following an upwardly revised +0.8% rise in the prior month and beating forecasts of a +0.3% rise. Gains were across the board, and car sales topped other sectors. Year-on-year that is a +3.8% rise and now topping inflation (3.7%). The data continues to point to healthy consumer spending despite high prices and borrowing costs.This is all confirmed with much better bricks & mortar retail sales, up +4.6% year-on-year in the Redbook weekly survey of same-store sales last week.US industrial production is again expanding too, up +0.3% in September and enough to drag their year-on-year activity positive, even if only modestly at this stage.US business inventories were up, but not as fast as sales, so they do not have a problem in this regard.The only sector in the US struggling is their residential real estate sales sector. That includes homebuilders who remain glum. Buyers aren't buying because of the high interest rates.In Canada, they revealed their September CPI inflation overnight and like New Zealand, it came in lower than expected. There it fell to 3.8% in September from 4% in the previous month. The result further strengthened expectations that the Bank of Canada will refrain from further rate hikes in the current cycle.In China, they are finding that only Beijing is confident enough to invest in industries designated as 'strategic' and their central government is responding with a +30% rise in support for those industries.And all eyes are on giant developer Country Garden, who are widely expected to default on bond payments later today. There is a chance that the impact could cascade through the wide network of dependent contractors.In Germany, the ZEW Indicator of Economic Sentiment surged by 10 points from the previous month to almost eliminate their negativity in October, significantly exceeding market expectations. In Australia, they released the minutes of the last RBA meeting yesterday and they were somewhat more hawkish than expected. They might raise fears that the RBA may be inclined to raise rates again which would be a 13th rise since they last fell. "[M]embers noted that some further tightening of policy may be required should inflation prove more persistent than expected." They have a target of "between 2 and 3 percent". The last monthly inflation indicator was 5.2% in August and the next one is released for September on Wednesday, October 25, 2023.The RBA next meets on Tuesday, November 7, 2023 and they have signaled they will have a low tolerance if inflation progress isn't forthcoming.The UST 10yr yield starts today up +14 bps from where we started yesterday at 4.86% and a new modern post-GFC high. Locally, market pricing expectations for another RBNZ rate rise have all but vanished.The price of gold will start today at US$1925/oz and up +US$3/oz from this time yesterday.Oil prices have dipped -US$1 to be now at just over US$85/bbl in the US. The international Brent price is now just over US$88.50/bbl.The Kiwi dollar starts today at 59.1 USc and little-changed from yesterday. Against the Aussie we are slightly firmer at 93.6 AUc. Against the euro we have eased lower by almost -½c to 55.8 euro cents. That all means our TWI-5 starts today at just over 69.1 which is down -40 bps from yesterday.The bitcoin price starts today at US$28,590 which is up another +1.7% from this time yesterday. Volatility over the past 24 hours has been modest at +/- 1.3%. In Australia, they have released their long-awaited crypto regulations and they are expected to wipe out the bulk of Australian-registered exchanges as they struggle to comply with the requirements designed to limit the scams and fraud rife in the industry.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Last week, oil and gold saw their largest gains in half a year. The conflict in Israel is the reason, but history shows trade and finance adapt quickly to challenging circumstances. 70% of the rise in September CPI inflation came from “shelter” (residential property). Excluding shelter, CPI inflation would be 1.9%, exactly where the Fed wants it to be. Of the 32 S&P 500 companies that have reported Q3 results so far, 84% reported a positive earnings surprise, above the 5 year average of 77%. All 32 have beaten consensus estimates by 10.1%, above the 5 year average of 8.5%.

Portfolio manager Lance Roberts explains why he sees now as one of the best times -- if not THE best time -- in his career to buy long-duration bonds. He and Wealthion host Adam Taggart discuss this in today's Weekly Market Recap, as well as these other following topics: - impact of the - September CPI of 3.7% - weak recent US 30-year Treasury auction results - why now may be the best time to invest in long-duration bonds - more evidence the consumer is weakening - Lance's latest trades ************************ At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠ Follow Adam on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/menlobear⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠⁠⁠⁠ #bonds #bondinvesting #inflation ****************************** IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Inflation was front and center in this week's podcast. Mark and Marisa (yes, she's back and winning the stats game again) hosted a wonderful cast of colleagues to talk over the September CPI report, the European inflation experience, which is similar to that here in the U.S., and given recent grim events in the Middle East, energy prices. The bottom line is inflation continues to head in the right direction, but not in a straight line. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

But he's playing tricks with the data and making assumptions that are meaningless in the real world. In this episode of the Friday Gold Wrap, host Mike Maharrey dissects Krugman's claims in light of the September CPI data. He also talks about market reaction to the CPI and shares some interesting gold news from Zimbabwe. You can visit the show notes page here: https://bit.ly/48LoEMx Tune in to the Friday Gold Wrap each week for a recap of the week's economic and political news as it relates to gold and silver, along with some insightful commentary. For more information visit https://schiffgold.com/news. TOPICS DISCUSSED - Krugman writes inflation's eulogy - What is Krugman missing? - September CPI data comes in hotter than expected - The CPI formula understates shelter costs - Producer prices flashing inflation warning - Bidenomics requires a lot of borrowing and spending - Zimbabwe launches gold-backed digital token

Chuck Zodda and Mike Armstrong dissect the September CPI report that came in hotter than expected. What does this CPI report mean for the Fed's next interest rate decision? Fed minutes show officials still divided on future rate hikes. Investors are calling it: The Federal Reserve may be done raising rates. Delta tops estimates, trims 2023 profit outlook on costs. UAW expands strike to Ford plant in Kentucky. China's newest move to support stocks seen limited in impact.

US equities were higher in Monday trading, ending just off best levels, with the Dow Jones, S&P500, and Nasdaq closing up 59bps, 63bps, and 39bps respectively as the markets reversed the morning's risk-off weakness in the wake of the weekend's Israel attacks that have resulted in 1,000 dead and dozens of hostages being held. Recent Fedspeak mixed on whether financial conditions have tightened enough or if further hikes may be required. Busy week ahead, with September CPI, PPI, and bank earnings kicking off Friday.

The major averages were mixed this week though downside in S&P 500 was fairly modest and Nasdaq edged out a slight gain. This week was described as having a vacuum of catalysts, a trend expected to hold at least through mid-October when September CPI is released and earnings season begins. However, the bullish narrative this week centered around stabilization of rates, particularly at the policy-sensitive short end of the curve.

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news, so far the sky is not falling despite the higher benchmark interest ratesFirst in the US, the actual number of new initial claims for jobless benefits fell to just under 175,000 last week, emphasising the continuing strength of the American labour market. True, the seasonally-adjusted version rose marginally, but even so, this data has been falling since July and is almost back to the very low levels they had a year ago. It might not be 'news' but it is an impressive run, one that makes it much harder for the Fed to meet its inflation-fighting mandate even if it is acing its full employment one.They also released their third and 'final' Q2-2023 GDP result today, confirming it rose at an annual rate of +2.1%, a minor slip from the Q1 rate of +2.3%. (That took their GDP on a nominal basis to US$27.1 tln, up +5.9% from a year ago or a gain of +US$1.5 tln. Inflation accounted for US$0.9 tln of that however.) It is likely that the real, inflation adjusted expansion for Q3 will be very much faster than Q2, perhaps twice as fast with a +4.9% growth.But one American sector remains firmly in the doldrums, their residential real estate sector. Pending home sales for August fell a whopping -18.7% from a year ago with a very sharp fall in August from July. No asset class has immunity from asset price revaluation in a rising interest rate market, and certainly housing doesn't.The Kansas City Fed's September factory survey reported slippage across the board, including for new orders. But interestingly, not for employment.In Canada, weekly earnings are rising faster, up +4.3% from a year ago. Their CPI was +4.0% over the same period. The earnings rise was their fastest since March 2022.EU business sentiment was stable in September, in contrast to the reversing consumer sentiment levels.Meanwhile, Germany released is September CPI data overnight and while still high at 4.5%, this was lower than expected (4.6%) and sharply lower than in August (6.1%), and their lowest since February 2022.Container shipping freight rates fell sharply again last week, down -5.1% from the prior week to be 65% lower than year-ago levels. Trans-Atlantic rates seem to have bottomed out, but again it is the outbound rates from China that still show the main weakness. Bulk cargo rates are still rising however, and are back near year-ago levels, and pretty much near their long term averages.The UST 10yr yield starts today down -2 bps from yesterday at 4.62% but essentially holding its recent high. The inverted curves are flattening more. The price of gold will start today at just on US$1863/oz and down another -US$12 from yesterday. This is a new low since February 2023, all driven by the sharply rising yields. China's gold price has risen faster than in most other global markets, but overnight it plunged lower, wiping out most of the premium that had built up.After getting as high as US$95/bbl overnight, oil prices are moving back down today, -US$1.50 lower than this time yesterday at just under US$91.50/bbl in the US. The international Brent price is just under US$93.50/bbl. The surge to US$100 being talked about isn't happening today although the long-term trend is still firm.The Kiwi dollar starts today at 59.7 USc, up +½c from this time yesterday. But against the Aussie we are down almost -¼c to 92.9 AUc. Against the euro we little-changed at 56.5 euro cents. That all means our TWI-5 starts today at 69.6 and up +20 bps.The bitcoin price has moved sharply higher today from yesterday, and it is now at US$27,191 up a strong +3.7% from then. Volatility over the past 24 hours has been moderate at just under +/-2.3%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

US equities finished lower in Tuesday trading, ending just off worst levels and more than reversing Monday's modest gains. The Dow, S&P, and Nasdaq finished down 1.14%, 1.47%, and 1.57%, respectively, with the Dow finishing below 200dma for first time since May. All sectors were lower with Big Tech a notable drag, while semis, auto complex, QSRs, media and entertainment, machinery, cosmetics, grocers, and China tech also underperformed. Meanwhile, Biotech, pharma, airlines, AG chemicals, oil majors, E&Ps, and apparel retailers fared a bit better. Overall, the markets were unable to shake risk-off throughout the entire Tuesday session despite some mixed economic data takeaways. It seems as though there is a catalyst vacuum until around mid-October, when the market gets the September CPI on the 12th and the earnings season begins.

We're joined by Tone Vays, Greg Foss, and Eric Yakes for an in-depth conversation on what makes money valuable, the September 2023 CPI report of 3.7% increase, how mainstream media is better understanding Bitcoin, and discuss where inflation comes from. Twitter Nests: Join (https://t.me/cafebitcoinclub) for Twitter Nests Swan Private Team Members: Alex Stanczyk Twitter: https://twitter.com/alexstanczyk Café Bitcoin Crew: Ant: https://twitter.com/2140data Tomer: https://twitter.com/TomerStrolight Wicked: https://twitter.com/w_s_bitcoin Peter: https://twitter.com/PeterAnsel9 Produced by: https://twitter.com/Producer_Jacob Free Bitcoin-only live data (no ads) http://TimechainStats.com“From Timechain to Cantillionares Game, you can find Tip_NZ creations at Geyser Fund:” https://geyser.fund/project/tip Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Get started in just 5 minutes. Your first $10 purchase is on us: https://swanbitcoin.com/yt  Download the all new Swan app!  iOS: https://apps.apple.com/us/app/swan-bitcoin/id1576287352  Android: https://play.google.com/store/apps/details?id=com.swanbitcoin.android&pli=1  Join us for Pacific Bitcoin Festival 2023! Purchase your tickets now before prices go up: https://PacificBitcoin2023.com  Are you a high net worth individual or do you represent corporation that might be interested in learning more about Bitcoin? Swan Private guides corporations and high net worth individuals toward building generational wealth with Bitcoin. Find out more at https://swan.com/private  Check out the best place for Bitcoin education, Swan Bitcoin's “Bitcoin Canon”. Compiling all of the greatst articles, news sources, videos and more from your favorite bitcoiners! https://www.swan.com/canon/  Get paid to recruit new Bitcoiners: https://swan.com/enlist Hello and welcome to The Café Bitcoin Podcast brought to you by Swan Bitcoin, the best way to buy and learn about Bitcoin. We're excited to announce we are bringing the The Café Bitcoin conversation from Twitter Spaces to you on this show, The Café Bitcoin Podcast, Monday - Friday every week. Join us as we speak to guest like Max Keiser, Lyn Alden, Tomer Strolight, Cory Klippsten and many others from the bitcoin space. Also, be sure to hit that subscribe button to make sure you get the notifications when we launch an episode. Join us Monday - Friday 7pst/10est every Morning and become apart of the conversation! Thank you again and we look forward to giving you the best bitcoin content daily here on The Café Bitcoin Podcast. Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Get started in just 5 minutes. Your first $10 purchase is on us: ⁠⁠https://swan.com/yt⁠⁠ Connect with Swan on social media: Twitter: ⁠⁠https://twitter.com/Swan

Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the International edition from Interest.co.nz.Today we lead with news that is generally going south.Global credit risks are rising as the triple threat of rate rises, Europe's energy crisis and China's stuttering property market and political changes all show no sign of easing. Good corporate profits can't mask any of these threats to credit markets.Also, we should watch out for global commercial property valuations and sales activity. Rising yields and p/e ratios make this sector increasingly vulnerable to a slump.We are less than ten days away from the next US Fed rate review. Markets are pricing in a full +75 bps (and a bit more) for that meeting, plus another +125 bps and taking their official rate to 5.0% by March 2023 and it is assumed it will level out at that point for the rest of the year. That is a rapid-fire set of increases expected and already priced in. The big question now is, when to slow down? (Markets have priced in a New Zealand OCR at 5.5% by August 2023.)The early 'flash' PMI result for the US paints a "challenging" picture for business conditions there. New order intakes were weak and their factory sector slipped unexpectedly into a minor contraction. But it is their giant services sector that is their main problem, shifting sharply lower into a real contraction. Still, it is not as low as this survey recorded in August. Getting the blame for this contraction are company moves to rein in their fast rising inventory levels, something analysts have been signaling as likely for six months.Canadian retail sales didn't slip away as much as expected; in fact they rose in August after a slip in the prior month.While we were holidaying, Chinese President Xi Jinping sealed his bid for a precedent-breaking third term while his deputy and several other top officials got the boot and 'retired'. 'In' is a hardline group. There are no women again this this core group (again), and for the first time in 25 years no women in the wider Politburo. Also conspicuously missing are leaders with economic experience. Along with Premier Li, the central bank chief was another key economic official demoted.These are changes that have spooked investors. There is a rush by foreign investors to quit exposures to China now; the Hong Kong equity market was in full panic mode yesterday and ended down more than -6%. The Shanghai markets tumbled -2%.Burnishing Xi's coronation, their official stats reported the Chinese economy rose +3.9% in Q3-2022, exceeding the market consensus of +3.4% and picking up from a meagre 0.4% growth in Q2. But it improved even though retail sales rose at just a +2.5% rate, the least in 4 months, and export growth was at a 5-month low. Further, their jobless rate hit its highest since June at an official 5.5%.One reason the GDP data came in stronger than expected is that industrial production beat estimates, up 6.3% in September alone, in an unexpected spurt. If true, that is surprisingly strong given all the other weak data in this category. Electricity production fell -0.4% in September.We'll leave you to draw your own conclusions about how credible the reported rising economic growth is among all these falling data points.Further, real estate investment fell hard (down -8.0%). And house prices also fell at a faster pace with 50 of their 70 largest cities positing declines.Buyers are shunning residential real estate 'investment' in most Chinese cities now. Local authorities are raising emergency funding to complete stalled projects, but buyers remain suspicious of what they will get. Some cities are trying to entice them back with sub 4% mortgage interest rates. In fact one city is now offering 3.7% mortgages. There is not a lot of evidence it is working yet.Prices for iron ore and copper are falling, mostly based on weaker prospects in the Chinese economy. And despite war disruptions from Russian supply, neither are aluminium nor nickel prices going anywhere either. Sanctions should have raised prices for these key commodities, but it isn't happening. The reason is weak demand, especially from China.Taiwan retail sales rose +7.5% in September from a year ago, good for them but it was less than the strong August rise.Taiwanese industrial production however retreated in an unusual move lower, down -4.8% from year-ago levels.As widely expected, Japan's government and central bank intervened in the currency market over the weekend to support a falling yen, The yen soared the most against the US dollar since March 2020 on the intervention, rising +2.7% in just a few hours. It was an intervention timed for the final few hours of trading in the US on Friday, so it should hold things until today, at least. It is estimated to have cost US$37 bln in those few hours.Japanese inflation came in at 3.0% in September, unchanged from August and holding near an 8 year high. Food prices were up +4.2%. Electricity costs were up 21% and generating a surge in home battery storage demand. Without food and energy costs, 'core' inflation there was only 1.8% however.Japan's giant economy is still expanding on rising output and new order growth although some of this improvement isn't as fast as it was. Inflation is still an issue for them, but being a high-tech economy is providing extensive resilience.In Europe, their PMI's are retreating however, although the contraction is minor at this point. The UK contraction is similar.Tomorrow, Australia releases its September CPI data. It is expected to rise to 6.9% from 6.1% in August. But analysts like at CBA reckon it will be over 7%. At that level, the RBA may not be as sanguine about how they have handled monetary policy so far.Australia's factory sector is still expanding, just a little slower, but their services sector has slipped into a contraction in October.The UST 10yr yield starts today little-changed at 4.23% but it is quite volatile. The price of gold will open today at US$1650/oz. This is down -US$8 from this time yesterday.And oil prices start today down -50 USc from this time yesterday at just on US$84.50/bbl in the US while the international Brent price is just on US$91.50/bbl.The Kiwi dollar will open today at 56.8 USc and down -¾c from this time yesterday. Against the Australian dollar we are little-changed at 90.2 AUc. Against the euro we are also down -¾c at 57.6 euro cents. That all means our TWI-5 starts today at 67.5, and -60 bps lower than yesterday.The bitcoin price is now at US$19,292 and -0.9% softer than this time yesterday. Volatility over the past 24 hours has also been low at just +/- 0.9%.You can find links to the articles mentioned today in our show notes.And get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again tomorrow.

A new analysis from the Consumer Energy Alliance warns Americans are on track to spend at least $14.1 billion more in energy bills this year. Electricity costs make up the largest chunk of that cost spike: electric prices have risen 15.5% over the past year according to the September CPI report, with CEA analysts predicting costs will total $9.8B for consumers using electric heat to warm their homes this winter. How much will your electric bill go up this winter? FOX Business Reporter Jackie DeAngelis joins Rick with more on NewsTalk 820 ... (Photo Courtesy of WFAA)See omnystudio.com/listener for privacy information.

This week, I discuss the impact of the red-hot September CPI data on the markets, the Adani vs. Birla battle in the cement space, and why Delta Airlines, in my opinion, is just a phenomenally run company. 

On this week's Macrocast, host Tony Fratto is joined by Brendan Walsh from Markets Policy Partners and Brai Odion-Esene from SW4 Insights to discuss the unexpected turn of events in the UK and the hotter-than-expected CPI data released this week. The group also dives into the IMF/World Bank Annual Meetings and shares their key takeaways from the week's gatherings, including the strong dollar, the outlook on oil prices, and debt in emerging markets. Read more about SW4 Insights founder Brai Odion-Esene here.Check out the September CPI report from the Bureau of Labor Statistics here.Learn more about Markets Policy Partners here.

(10/14/22) September CPI is less than August, but still over 8%: is less-bad news now good news? Calculating Halloween Inflation: Trick or Treat? Why are some are delaying retirement: Economics or Boredom? Dealing with inflation: Couponing & Fuel Points. The 8% COLA for Social Security vs means testing and taxation of benefits. Why a drop in Medicare premiums might not make up for last year's increases. Is what you're paying your financial advisor worth the cost? SEG-1: Is Less-bad News Really Good? SEG-2: Delaying Retirement: Economics or Boredom? SEG-3: The SS COLA for 2023 SEG-4: Is Your Financial Advisor Worth It? Hosted by RIA Advisors Senior Advisor Danny Ratliff, CFP, w Senior Advisor, Jon Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=bzLrlDVvSmo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2849s -------- Our Latest "Three Minutes on Markets & Money: s the Fed Creating Another Problem for Itself?" is here: https://www.youtube.com/watch?v=7Opj1Au5o9c&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Whole World is Over-leveraged" https://www.youtube.com/watch?v=PiOIPyomVa8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #SocialSecurityCOLA #FinancialAdvisor #ManagementFee #DelayingRetirement #Markets #Money #Investing

(10/14/22) September CPI is less than August, but still over 8%: is less-bad news now good news? Calculating Halloween Inflation: Trick or Treat? Why are some are delaying retirement: Economics or Boredom? Dealing with inflation: Couponing & Fuel Points. The 8% COLA for Social Security vs means testing and taxation of benefits. Why a drop in Medicare premiums might not make up for last year's increases. Is what you're paying your financial advisor worth the cost? SEG-1: Is Less-bad News Really Good? SEG-2: Delaying Retirement: Economics or Boredom? SEG-3: The SS COLA for 2023 SEG-4: Is Your Financial Advisor Worth It? Hosted by RIA Advisors Senior Advisor Danny Ratliff, CFP, w Senior Advisor, Jon Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=bzLrlDVvSmo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2849s -------- Our Latest "Three Minutes on Markets & Money: s the Fed Creating Another Problem for Itself?" is here: https://www.youtube.com/watch?v=7Opj1Au5o9c&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Whole World is Over-leveraged" https://www.youtube.com/watch?v=PiOIPyomVa8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #SocialSecurityCOLA #FinancialAdvisor #ManagementFee #DelayingRetirement #Markets #Money #Investing

US equities were mostly lower this week, dropping on four of the five days but catching a big rally on Thursday, when the S&P jumped 5% after touching a fresh YTD intraday low. Treasuries were weaker with the curve flattening. Semis saw notable pressure this week as the market evaluated new China export restrictions. Despite an impressive bounce on Thursday, the path of least resistance this week remained to the downside amid the Fed's continued focus on the “raise-and-hold” and “higher-for-longer” policy approach. September CPI came in hotter than expected on both the headline and core measures. September PPI also surprised to the upside on the headline, though core prices were in line with consensus. The Bank of England faced a huge amount of scrutiny by Conservative party lawmakers attempting to scapegoat the central bank following the market turmoil after the government's mini-budget announced three weeks ago.

On today's Daily Signal Top News, we break down: The Labor Department released the September consumer price indexParkland shooter Nikolas Cruz gets a life sentenceThe Jan. 6 committee plans to vote to subpoena former President Donald Trump Hosted on Acast. See acast.com/privacy for more information.

The Parkland murderer is sentenced to life in prison without parol. Alex Jones owes almost $1 Billion in his defamation case against Sandy Hook families. Dana gives her point of view on the Parkland verdict. Biden pressured OPEC+ to delay oil production cuts until after Midterms. September CPI numbers show no ease of inflation. Democrat Lt. Gov. Nominee for Florida poses for a photo-op using power tools for Hurricane Ian recovery. Kurt Schlichter joins us to discuss the Parkland verdict, the Alex Jones defamation suit and his new book “Inferno”. Will the next generation of doctors become more woke? Jill Biden will campaign for Stacey Abrams.Please visit our great sponsors:American Hartford Gold https://offers.americanhartfordgold.com/dana/Call 1-866-887-1188 or text DANA to 998899 for up to $1500 in free Silver with qualifying first purchase. ARK Seed Kitshttps://arkseedkits.comSave 10% with code DANA. Black Rifle Coffee Companyhttps://blackriflecoffee.com/danaSave 20% off with code DANAHillsdale Collegehttps://danaforhillsdale.comTake advantage of FREE online classes today. See site for details. HumanN- Tart Cherryhttps://buytartcherry.com/danaGet up to 35% off Tart Cherry Gummies plus Free Shipping.Kel Techttps://KelTecWeapons.comKelTec: Creating Innovative, Quality Firearms to help secure your world.Patriot Mobile https://PatriotMobile.com/DanaFree Activation with promo code DANA. Patriotmobile.com/dana or call 972-PATRIOT.Recoil Gunworkshttps://recoilgunworks.com/danaSee site for full list of products and get free shipping with code DANA on your next order.

Cue up the Debbie Downer sound effect! Inflation numbers are out and the September CPI soars by 8.2%.See omnystudio.com/listener for privacy information.

Investors are bracing for the latest read on inflation with the September CPI report. Former Atlanta Fed President Dennis Lockhart discusses what to expect. Plus, the Biden administration has been scrambling to prevent curbs on semiconductor manufacturing from further disrupting the supply chain. MSA Capital's Ben Harburg breaks down which names could be hit the hardest. And, Wall Street is still grappling with the UK policy crisis and what it could mean for markets state-side. CalSTRS' Christopher Ailman and Citi Global Wealth Investments' Steven Wieting give their thoughts.

Atlanta Fed economist Brent Meyer tells MNI it's no surprise the September CPI report showed persistently high inflation and that it will likely be months if not another year before inflation responds to rising interest rates.

The US markets are on our agenda with the US CPI data for September set to be released on Thursday.  Based on earlier forecasts by Bloomberg, the headline consumer price index is expected to moderate slightly from 8.3 per cent on-year in August to 8.1 per cent on-year in September. Meanwhile, the more closely watched core inflation is set to rise from 6.3 per cent to 6.5 per cent on-year for September. So would the decline in headline inflation alone offer any form of reassurance for the Fed to ease off the brakes in its upcoming policy meeting?  On Market View, Prime Time's finance presenter Chua Tian Tian spoke with Azeem Sheriff, Markets Analyst at CMC Markets APAC & Canada to find out what to expect on Thursday and the likely market reaction. See omnystudio.com/listener for privacy information.

This is a narration of our weekly Rent and Operating Trends Report. The employment market may finally be catching up with the rest of the economic slowdown, as the September jobs report missed estimates. While 263,000 new jobs were added to the economy, estimates called for 275,000. The unemployment rate dropped to 3.5% but the decline was due to a lower labor force participation rate, another sign of potential weakness in the job market. Employment remains the strongest aspect of the economy, but it may be losing its shine, which would align with the weakness seen across the broader market. The tech-heavy NASDAQ hit a two year low on Monday, and other major equity indices continue to trade lower. Interestingly enough, softer job growth could indicate to the Fed that their monetary tightening is working and may lead to slower interest rate increases down the road. The more significant indicator however will be the September CPI number, set to be released on Thursday. Tune in to find out more information on multifamily dynamics during the week of October 9th.

What Matters Today in Markets - Tuesday 13th September - CPI sentiment & Market structure by James Gerrish

It's no secret that the markets have been struggling lately. But some of our favorite EV stocks have shown some impressive resilience amid the selloff. One that comes to mind is Rivian (RIVN), which could see an even better 2023. Now, why are these stocks outperforming? And more importantly, will this trend continue?The entire energy trade has been strong – everything from natural gas, oil, uranium, energy storage, solar, electric vehicles. Indeed, earlier this year, despite soaring battery metal prices, EV sales were still hitting record highs. And this wave is continuing as that “headwind” has become a tailwind. Battery metal prices are falling, and we think that could lead to EV price reductions in 2023. It seems this energy rally has legs.This is great timing for a stock like Rivian. Indeed, things are just ramping up for the company here in 2022. But over the next few years, production will really pick up the pace. As the macro environment improves during this ramp, it will really help the company's sales and margins. And RIVN could be primed for excellence.Today, investors are simply waiting for the Fed to take inflation out back and shoot it. The only question is: How bad will that collateral damage be? For EVs, a shift in consumer preference is a strong tailwind that should survive no matter how much collateral damage we see. It's a resilient space. Now, as Aaron notes in this week's episode, a slowing economy, falling inflation, and lower yields all set the stage for a market rally into the end of the year. So why aren't people buying into that rally right now?Indeed, according to the data we're seeing, we're in for falling inflation, a dovish evolution of the Fed, and lower Treasury yields over the coming months. And based on those three things, stocks should rally big into the end of the year.But if the opposite happens – inflation stays hot, the Fed remains hawkish, and yields go higher – stocks will collapse. And the fear of that outcome is so strong that it has investors sitting on the sidelines. They want more proof to emerge before they're willing to put some skin in the game.And we think that proof will come very soon – in the form of the September CPI print. It's likely to be much softer than expected and show a rapid deceleration in inflation. And after, we're likely to hear some dovish Fed commentary about future rate hikes. Given that, stocks should head higher over the next four weeks. But we've got to get to that print first.Investors fear CPI will come in hot, and that's got the markets really choppy. And until we get some clear answers from the Fed, it'll remain that way.Now, the bear thesis hinges on the idea that inflation is structural. But this isn't the 1970s. We have so many disinflationary forces at our fingertips today. There are so many tools in the toolkit nowadays that we can adopt as needed to make sure we crush inflation. So, it's highly unlikely that the bear thesis here is correct. Indeed, by 2023, inflation will be a diminishing problem. And all signs point to a mega rally into 2022's end.

This week, I've got 3 major financial headlines for you… Last week the stock market got off to a rough start, but finished the week strong, including its best daily performance since March 2021 on Thursday, to finish the week up +1.8%. The market is now up +3.8% for the month of October, and +19% for 2021 year to date… what's behind the week's performance? Next, August JOLTS report released last week showed 10.4 million job openings, showing labor demand is stronger than ever. What does that mean for the labor market? Third, September CPI showed inflation is still rising - now up +5.4% over the last 12 months. What does it mean for your finances? … after that, we will take a deep dive with guest Andy Hill of Marriage Kids and Money into his family's financial journey, and the importance of not only motivation, but a key financial metric: net worth. For more on this week's headlines: https://familyfinancemom.com/monday-market-update/ For more Andy Hill: https://marriagekidsandmoney.com/ To get your net worth calculation worksheet: https://familyfinancemom.com/what-is-the-definition-of-net-worth/ ___________________ This week's episode is brought to you by - Honest History Magazine: https://honesthistorymag.com/?ref=financemom ___________________ Follow Family Finance Mom everywhere... Instagram: https://www.instagram.com/familyfinancemom/ Twitter: https://twitter.com/financemom1 Facebook: https://www.facebook.com/familyfinancemom Get weekly newsletter here: http://eepurl.com/gblbY9 --- Send in a voice message: https://anchor.fm/familyfinancemom/message

The Indian benchmark indices ended a volatile day in the positive territory with the BSE Sensex closing above the 60,000 level. The 30-pack index rose 149 points to 60,284. The Nifty50, meanwhile, was slightly below the 18,000-mark at 17,992, up 46 points. Titan Company, Bajaj Auto, Bajaj Finserv, SBI and Hindalco were among the major gainers on the Nifty. HCL Technologies, HDFC Life,  Coal India, Tech Mahindra and Shree Cement were among the big losers. About 1,664 shares have advanced, 1,483 shares declined, indicating the breadth remains in favour of bulls. On the sectoral front, auto, FMCG, metal and PSU Bank indices rose 1-3 percent, while the IT index lost nearly 1 percent. The Nifty IT index extended losses for the second day post TCS' earnings. Meanwhile, the broader markets too ended in the green. The BSE Smallcap was up 0.14 per cent, while the Midcap index ended 0.65 per cent higher. The domestic indices managed to end on a positive note while global markets traded with cuts in fears of rising inflation due to soaring commodity prices and energy crunch. Oil price rose towards $84 a barrel supported by a rebound in global demand that is contributing to energy shortages in big economies such as China. Coming to stock-specific moves, shares of Radico Khaitan zoomed 14 per cent following the launch of two new luxury products in the brown and white spirit categories. Lupin's stock ended with gains of 1 per cent after getting the approval for clinical trial of Remdesivir powder. Metal names too gained in the second half of the day with Hindalco and Vedanta closing at day's high. Further, Consumption discretionary stock Titan hit record high today ahead of the festive season, crossing the Rs 2,500-mark. That said, the stock of HCL Technologies was the top Nifty loser ahead of its earnings on October 14. Meanwhile, Bharat Biotech's COVID-19 vaccine, Covaxin, has received emergency use authorisation  for children aged 2-18 years. The SEC has submitted its recommendation to the Drugs Controller General of India (DCGI) for final approval. Going into trade on Wednesday, the markets will take cues from the September CPI inflation and August industrial output data besides companies' earnings for the quarter ended September. All eyes will be on Wipro, Infosys and Mindtree, which will announce their Q2 numbers on October 13. Lastly, global markets, stock-specific moves as well as news related to Covid-19 will be among other major triggers for investors.