10-15-26 Inflation Runs Hot - What's Next for the Fed?

Inflation remains stubbornly elevated, raising fresh questions about the Federal Reserve's next move on interest rates. Will the Fed hold rates higher for longer, or will slowing economic growth force policymakers to reconsider? Lance Roberts and Michael Lebowitz examine the latest inflation trends, the Fed's interest rate outlook, and what persistent price pressures could mean for the stock market, Treasury yields, and investors. Can the Federal Reserve bring inflation under control without undermining economic growth? We discuss the challenges facing monetary policymakers, the risks of keeping interest rates elevated, and how changing inflation expectations could influence stocks, bonds, and portfolio strategy. 0:00 - INTRO 0:46 - CPI Comes in Hot 2:24 - Markets Sell Off on Inflation Print 3:36 - RSP Showing Recovery in Rotations 6:46 - Barry White & Sore Throats 7:49 - The Tell of the Tails - Foreign Selling & Domestic Buying 10:45 - Retail Bond Buying (EDIT) 12:10 - Two Reasons: CPI +.01%, Bond Yields Fall 14:09 - When Bad News is Good News 15:56 - CoreWeave (neo-cloud) Factor: Is AI Overbuilding? 18:49 - Credit Spread Widening: Is the Fed Making a Mistake? 22:01 - How Fed Policy is Working Through the Economy 22:47 - Credit Spreads in CCC Arena (chart) 27:06 - The Fed Wants the Cost of Money to be More Painful 28:28 - Mortgage-backed Securities (MBS) as Surrogates for Bond Market (chart) 30:24 - The Problem with MBS - Becoming Specified Pools 38:02 - Why Buy MBS vs Treasury? 40:03 - PPI & Retail Sales Preview ==== Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/AFjsj1rWqOw -------- Articles Mentioned in Today's Show: "Think Rates Are Peaking? Consider Mortgage-Backed Securities" https://realinvestmentadvice.com/resources/blog/think-rates-are-peaking-consider-mortgage-backed-securities/ -------- Watch Today's "Before the Bell" report, "Hot Inflation, Stalled Markets," https://youtu.be/2WPLXIJt24g ------- Watch our previous show, "Q&A Wednesday" https://youtube.com/live/KW1HXnwHT0E ------- REGISTER for our next Dynamic Learning Series presentation, "More Than A Portfolio: Financial Planning PanelL," TODAY, October 15 at Noon: https://streamyard.com/watch/tCqfFT6bMEBn ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #Inflation #MarketBreadth #InvestingStrategy #FederalReserve #InterestRates #FedPolicy