1.3% PPI Surge, 10% Energy Spike: What’s Next? | S3 E173 | 10-15-26
Inflation is heating up, consumer spending is showing signs of weakness, and the Federal Reserve faces another difficult decision. Could another interest rate hike be coming before the end of 2026?
Chief Investment Officer Megan Horneman discusses the latest Consumer Price Index (CPI), Producer Price Index (PPI), and retail sales report, and what they could mean for the economy, stock market, and Federal Reserve policy.
Find out:
– Why producer prices surged 1.3% in September, the fastest monthly increase since April 2023
– How rising energy prices and trade-related costs are fueling inflation
– Why headline retail sales may be masking weaker consumer spending
– What softer spending could mean for third-quarter GDP
– Why the Fed may hold rates in October but consider another hike in December
– What’s driving the divergence between the Dow, S&P 500, and Nasdaq as Treasury yields decline
With inflation pressures persisting and underlying consumer demand showing signs of slowing, the Fed’s path forward is anything but straightforward.
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Visit: https://marketswithmegan.fm
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