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Tag: Inflation

A Fed Rate Hike Is Likely, But 3 Major Questions Will Remain

Avatar photo James "Rev Shark" DePorre on September 16, 2026

Warsh, Fed

How this plays out is far more complicated than ‘a hike is bad and a hold is good’ and will not be settled today.

VIDEO: Inflation Pressures and Wednesday’s Fed Decision

Avatar photo Chris Versace on September 15, 2026

Why earnings expectations are once again on our risk radar screen.

Kass: History Doesn’t Repeat, But Today’s Market Is Rhyming Loudly

Avatar photo Doug Kass on September 14, 2026

Warning

The AI Boom is a potentially toxic combination of 1997 and 2007.

Markets Scream Caution With Rate Hike All But Guaranteed

Avatar photo Bret Jensen on September 14, 2026

After an eventful week, it was revealed that both the CPI and PPI measures rose.

Consumer Sentiment Drops as Inflation Expectations Jump

Avatar photo NeilSethi on September 14, 2026

Inflation, Consumers

A resurgence in fuel prices and renewed trade tensions drives sentiment below every forecast.

Why the Fed Isn’t Likely to Wait Until October

Avatar photo Chris Versace on September 11, 2026

Fed Chair Kevin Warsh

Rate-hike expectations climb after August CPI data.

Why I’m Looking to Buy a Negative Reaction to a Hot CPI Report

Avatar photo James "Rev Shark" DePorre on September 11, 2026

CPI will be released this morning and will determine what the Fed does next week.

With the Fed Threatening an AI Implosion, There’s a ‘Red Flag’ Investors Can’t Ignore

Avatar photo Alex Frew McMillan on September 10, 2026

Inflation concerns are seeing central banks shift to a tightening stance. Are they indirectly calling the market top?

In Scott Bessent vs. The World, Can ‘The House’ Ever Win?

Avatar photo Ed Ponsi on September 10, 2026

Scott Bessent

The Treasury secretary is fighting rising rates across the G7. But there’s a battle he can win, and it could create a win-win scenario for investors too. 

Taiwan Semi’s August Revenue Surges: 8 Key Items Shaping the Pro Portfolio Today

Avatar photo Chris Versace on September 10, 2026

TSMC fab

Bullish AI chip comments, Palantir’s AIPCon event, Costco warehouse openings, and other headlines are moving the Pro Portfolio’s holdings.

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