school. For more on how today's CPI might impact the road ahead for rate cuts, let's welcome in the Wall Street Journal's Nick Tamaros. It's good to it's good to have you.I don't know if you had a chance to listen to the conversation and the debate that the professor and Ed were having over what the Fed should do. I think we know what it will do, but what do you make of this idea that they may be walking into a problem if they cut into a situation where maybe they don't have to. Well, I I think Scott, what ...

Core Viewpoint - U.S. stocks experienced a significant increase following the release of September's consumer-price index, which was lower than expected, bolstering the argument for potential interest-rate cuts by the Federal Reserve in the upcoming weeks [1] Economic Indicators - The consumer-price index for September came in below expectations, indicating a potential easing of inflationary pressures [1] - The market reaction suggests optimism regarding future monetary policy adjustments by the Federal Reserve, particularly in relation to interest rates [1] Inflation Outlook - Despite the positive market response, there are concerns regarding the trajectory of inflation beyond the immediate future, suggesting a need for caution [1]

Some breaking news overnight. President Trump has once again terminated trade talks with Canada. The president taking issue with this TV ad running in Ontario, which uses audio from a 1987 Ronald Reagan radio address in which the former president criticizes tariffs.The Reagan Presidential Foundation says it's reviewing its legal options, saying the ad misrepresents the address. It kind of chops it up in a different order than Reagan said it. In a social media post, Trump called the ad fake and egregious, ac ...

Economic Impact of Rising National Debt - The U.S. gross national debt has surpassed $38 trillion, marking the fastest $1 trillion increase outside of the COVID-19 pandemic, with a notable rise from $37 trillion in August [1] - Increasing debt burden is expected to fuel inflation, diminishing the purchasing power of Americans [2] - Rising government debt leads to higher borrowing costs for mortgages and cars, reduced wages, and increased prices for goods and services [3] - The national debt has been increasing at a rate of approximately $69,714 per second over the past year [4] Servicing the National Debt - Annual interest payments on the national debt are nearing $1 trillion, making it the fastest-growing expense in the federal budget, with projections indicating a total of $14 trillion in interest payments over the next decade [5] Economic Growth and Inflation Concerns - Soaring federal debt is pressuring inflation and interest rates, which could slow economic growth and raise borrowing costs for households and businesses [6] - Each day of government shutdown exacerbates short-term costs, slows economic activity, and delays fiscal reforms, worsening the debt situation [6] Investment Strategies - Investors are advised to adopt a defensive and conservative investment approach during this tumultuous period, focusing on capital preservation and volatility cushioning [7] - ETFs are highlighted as a means to achieve diversification and tax efficiency, providing protection during market downturns while also offering potential gains [8] Recommended ETF Categories - Value ETFs, characterized by solid fundamentals and trading below intrinsic value, have shown a year-to-date gain of 7.52% [9] - Consumer staple ETFs can provide stability, with the S&P 500 Consumer Staples Index gaining 3.20% year to date [11] - Quality ETFs are recommended as a strategic response to market uncertainty, offering a buffer against potential headwinds [12] - Volatility ETFs may yield short-term gains during market chaos, making them a strategic addition in times of increased volatility [13]

US inflation is back at 3%, the highest it's been since Januaryhttps://t.co/AcvVuh1mfp ...

Breaking: Annual inflation picked up slightly to 3% last month in a report that came out nine days late due to the government shutdown https://t.co/X4pBmLzPhF ...

BREAKING 🚨Watcher.Guru (@WatcherGuru):BREAKING: 🇺🇸 US inflation rises to 3%, lower than expectations. ...

Finally, volatility is about to kick in on the markets as CPI comes up.What to expect?Well, any outcome is going to provide a bias. If it's higher than expected, then we're likely seeing a first drop and then back up as a new narrative is happening.Or, when it's lower than expected, we'll probably still be building a narrative to see the FED do rate cuts.Ultimately, the previous time Powell mentioned that inflation isn't as important anymore and given that everyone is stuck in their positions, you'll probab ...

Market Outlook - The CPI report is considered a binary event, with risks skewed to the upside for the equity market, especially with upcoming hyperscaler earnings, Fed meeting, and US-China meeting [2][3] - Unless CPI comes in really hot, investors might want to position more bullishly into those events next week [3] Gold as a Hedge - After the selloff, gold is considered a great entry point, driven by fiat currency devaluation [4] - The industry uses a measure of M2 money supply divided by the gold price to gauge the currency cycle [5] - The industry identifies a currency devaluation cycle that started in 2022, coinciding with the Russia-Ukraine conflict and the hiking cycle [6] - Regression analysis identifies budget balance, fiscal deficits, debt to GDP, and inflation as drivers of the currency cycle, all expected to remain negative [7] - Historically, the S&P 500 underperforms gold during devaluation, making gold a good hedge against S&P 500 and devaluation [8]

Will Trump's tariffs push inflation up or down in the UK? The Bank of England still isn't sure. Get the Readout with @hariboconomics https://t.co/0uKdUH42RN ...