Macro and Rates
Inflation
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 94
- Share
- 8.8%
- Shows
- 75
- Net sentiment
- −0.80
Bullish 4Mixed 10Neutral 3Bearish 77
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 4
- Every policy path is portrayed as creating inflation, which favors precious metals.🚨 Metals INVESTOR! 🚨 The "Big NAMES" Are Saying THIS!! -- (Silver and Gold Price) · SILVER / GOLD / $UFD Meme Coin Investing & Global Economics · Sep 27
- Inflation expectations look to be easing, which would help risk assets if the trend holds.Bitcoin Just Flashed a Sell Signal. Why I’m Still Bullish. · Less Noise, More Signal · Sep 24
- Core inflation at 2.4 percent, lowest in five years, suggests energy shock will not spread broadly.Secretary Bessent: China Trade Extension & Economic Pressure On Iran · The Bret Baier Podcast · Sep 24
- Rising diesel and fuel costs are seen feeding into consumer prices, supporting the scarcity argument for Bitcoin.Growing Trust Grows Liquidity | The Hurdle Rate Podcast | Ep. 75 · The Hurdle Rate Podcast · Sep 22
Bearish 77
- Rising consumer prices and fuel costs squeeze household budgets and affordability.UBS On-Air: Paul Donovan Daily Audio 'Affordability, again' · UBS On-Air: Market Moves · Sep 21
- Diesel and energy shocks are feeding through to goods and services prices, pressuring inflation and limiting Fed control.We Asked the Data Scientist Who Rebuilt the Jobs Report What the Headline Number Hides · Excess Returns · Sep 26
- Renewed cost pressures across many sectors suggest elevated inflation persisting into 2027, though not 2022 levels.The Creative Consumer · Speaking of the Economy · Sep 23
- Oil and gas price rises may keep inflation above target for longer, pressuring rates.UBS On-Air: Paul Donovan Daily Audio 'Independent thinking' · UBS On-Air: Market Moves · Sep 22
- Energy-driven price pressures raise risk that inflation proves more persistent than expected.Why Central Banks Are Raising Rates Again · Thoughts on the Market · Sep 22
- Speakers argue inflation near 5 percent is driven by energy and refining supply shocks and will worsen before it improves."Inflation Is Still Winning" - The Fed Raises Rates for the First Time Since 2023 · Valuetainment · Sep 21
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- Inflation remains well above target, driven by oil prices, government spending and AI investment, forcing tighter policy.Your AM Headlines + Why Interest Rates Keep Going Up · The Quicky · Sep 27
- Inflation above target and supply shocks from oil and tariffs are lasting longer than expected.Fed officials speak up on inflation · Marketplace All-in-One · Sep 24
- Argues inflation is now a major threat to wealth and that real returns are harder to earn than in the past regime.How to Invest for A Hundred Years | Inigo Fraser Jenkins · Hidden Forces · Sep 24
- Inflation has run above target for years, driven by oil, tariffs, and AI-related costs, raising pressure to act.Tom Barkin, President and CEO of Federal Reserve Bank of Richmond · Washington Welcomes · Sep 24
- Month-over-month inflation ran hotter than hoped, prompting the Fed to act despite oil-driven pressures.Why Markets May Be Pricing in Too Many Fed Rate Hikes · Exchanges · Sep 23
- Inflation still around 3.4 percent, above target, with ongoing price pressure hurting affordability.Trump Signs a HISTORIC Greenland Deal + Why Are Interest Rates Going UP?! - Sept 22 Hr 3 · The Joe Pags Show · Sep 23
- Money creation to fund losses and deficits is described as eroding the dollar and raising prices.The Machine That Made America Rich Just Broke · The Minority Mindset Show · Sep 22
- Oil and commodity shocks and tariffs are reaccelerating inflation, pushing central banks toward tightening.Chief Economists Outlook: what bond yields and interest rates tell us about the global economy · Radio Davos · Sep 22
- Hanke argues accelerating money growth means inflation will persist for a while.Prof. Steve Hanke: ‘Trump is TRAPPED in Inflation Crisis’ Warns to STAY AWAY from US Bond Market · Going Underground Hosted by Afshin Rattansi · Sep 21
- Stubborn inflation pressures valuations and bond prices, and makes it harder for companies to protect margins.We’re in a Debt Bubble — And the Pressure Is Building. · Wealthion · Sep 21
- Sticky inflation, oil-driven and core, keeps the Fed on a hawkish path.Making Sense of Sky-High Treasury Yields · WSJ's Take On the Week · Sep 27
- Rising inflation expectations and consumer hoarding could spiral, forcing prices higher and hurting markets.This Happened Twice in 100 Years... Both Times, Stocks Fell 49% · The Peter Schiff Show Podcast · Sep 27
- Record diesel prices and low inventories threaten higher grocery costs and squeezed retail margins.Costco Hands Off Delivery as Kroger Bets on AI · RETHINK RETAIL · Sep 25
- Sticky inflation and supply shocks keep the Fed tightening, a headwind for markets.What Record Highs Might Be Hiding · On Investing · Sep 25
- Energy and food prices are accelerating again, eroding real incomes and restraining spending.The (Not So) Great Wealth Transfer · Moody's Talks - Inside Economics · Sep 25
- Input costs and inflation expectations are elevated, increasing pressure for Fed tightening.Strong Growth, Inflation = Fed on Hook for Hikes (E278) · DoubleLine Minutes · Sep 25
- Inflation has stayed above the Fed's 2% target for years, keeping rates elevated.Bond Market Has a Message: Is Anyone Listening? · WashingtonWise · Sep 24
- Energy price increases from the Iran war are pushing inflation higher and worrying bond investors.US Treasury yields soar · FT News Briefing · Sep 24
- Hosts argue inflation is running hot and eroding purchasing power, with wartime energy costs adding pressure.Stock Market Stuck In Neutral... Here Is When It Might Break · Money Tree Investing · Sep 23
- Inflation remains around 3.5% and sticky due to tariffs, oil and wage pressures, keeping rates elevated.Torsten Slok’s Macro Update: Higher for Longer and the Road to 2027 · The Allocation: Private Markets for the Total Portfolio · Sep 23
- Oil above $100 keeps imported inflation elevated, forcing more rate hikes in Asia.Can Asia Withstand Another Rate-Hike Cycle? · Market Watch · Sep 23
- Speaker argues central bank money creation in 2020 caused inflation, with more inflation likely to be used to erode debt.Is It Too Late to Save the Financial System? · Peak Prosperity · Sep 23
- Gasoline drove a large share of CPI increases and inflation expectations jumped, raising pressure on the Fed.THE SAUDI PIPELINE BLIND-SIDE: Why $108 Oil Just Destroyed the Hormuz Bypass! · Wall Street Truthbombs Podcast · Sep 22
- Persistent inflation and high oil prices force central banks to keep raising rates.Are Markets Too Calm About Higher Rates? · Market Watch · Sep 21
- He argues permanent inflation erodes returns, forcing investors to earn 8-10% just to keep pace.Mark Skousen: Why He's Still 100% Invested at All-Time Highs · Wealthion · Sep 21
- Inflation has stayed above target for 65 months, with energy prices spiking and no easy fix.A WORLD BUILT ON BONDS · The Investopedia Express with Caleb Silver · Sep 21
- Hosts describe rising household costs, fuel prices and expensive groceries squeezing middle-class budgets.The Scott Adams School - 09/21/26 Monday With The Home Team. The Middle Class Will Decide! · Real Coffee with Scott Adams · Sep 21
- Money supply expansion from overspending is seen as driving persistent inflation that erodes purchasing power.#794: Why Inflation Is Designed To Crush You with Gary Brode · TFTC: A Bitcoin Podcast · Sep 21
- Pricing power remains elevated overall, with prices-paid indices above 60 in most sectors.The AI Economy: Separating Fact From Hype · What's Next For Markets · Sep 27
- Oil-driven and core inflation above target keeps the Fed hawkish and yields elevated.Making Sense of Sky-High Treasury Yields · WSJ What’s News · Sep 27
- Overheating demand and energy costs keep inflation pressure high, lifting yields.Hipotecas al 7% ¿Qué puedo hacer? · Café y Finanzas - By Rancel Solutions · Sep 26
- Commodity strength and expected inflation persistence argue the Fed cannot easily get inflation down to 2%.Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS) · UBS On-Air: Market Moves · Sep 25
- Diesel, fertilizer and beef costs are rising and pass-through to consumers is still ahead.The Bond Market Pain Isn't Over | Weekly Roundup · Forward Guidance · Sep 25
- Stubbornly high inflation above target keeps pressure on rates and purchasing power.Bonds Are Going Haywire Again — Howard Marks Explains Why · Prof G Markets · Sep 24
- Speakers expect inflation to persist and pick up again, squeezing businesses and their margins.#512: Alan Beaulieu & Kim Clark | Turn Economic Uncertainty Into a Plan · Independence by Design™ · Sep 24
- Producer price inflation above 9% and transport costs signal consumer price pressure ahead.What's Next for Oil Prices and Fuel Subsidies · Enterprise Explores · Sep 24
- Input cost inflation is tracking the high end of four to five percent, squeezing margins despite cooling consumer goods pressure.General Mills (GIS): Billion-dollar yogurt distortions [Q1 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 24
- Core PCE above 3% and rising oil prices from the Iran war point to accelerating inflation.ENCORE AI Series: Anthropic's Peter McCory · Moody's Talks - Inside Economics · Sep 22
- Persistent cost-of-living concerns and elevated economic pessimism are driving voter discontent with the administration.The Scott Adams School - Pollster, Mark Mitchell returns. Let's talk Midterms · Real Coffee with Scott Adams · Sep 22
- Core inflation at 3.3% and energy-driven price pressure keep the Fed hawkish.Fed's Decisive Move!! · The ELEVEN: US Markets · Sep 21
- Inflation described as elevated across the whole economy, not just energy, keeping policy tight.Fed Hikes to 4%, 10-Year Hits 5%: The New Rate Reality · Hedgebra Daily Brief · Sep 21
- Record fuel costs are expected to feed through to grocery and goods prices, keeping inflation elevated.DOJ: Prosecutors Can't Jail Dealers Who Sell Handguns to 18-Year-Olds | The States · The States · Sep 21
- Oil and gas price jumps feed transport and manufacturing costs, forcing central banks to tighten.Markets Struggle To Separate Signal From Noise As Bond Yields Rise Some More… · Digital Finance Analytics (DFA) Blog · Sep 26
- Core inflation running above target with residual seasonality likely lifting Q1 readings, keeping pressure on the Fed.RenMac Off-Script: Hawk and Awe · RenMac · Sep 25
- Surging input costs in PMI data point to hawkish macro pressure on markets.Morning Briefing: Treasury Yields Surge, Collective Mining Hits a New Tungsten-Gold Zone · Mining Stock Daily · Sep 24
- Hot inflation in agriculture and energy may force Fed rate hikes, which the host opposes.Yields Spike and the Trump-Xi Summit Is Probably a Nothing Burger · Rigatoni Capital Podcast · Sep 24
- Inflation has stayed above target and oil-driven supply shocks keep pressure on prices.Everyone’s Bracing for a Crash. The Economy Says Otherwise. · Wealthion · Sep 24
- Energy costs pass through to consumers and official inflation figures understate household pain.Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter · The David Lin Report · Sep 24
- Inflation described as sticky globally, pressuring margins for restaurants and food makers and forcing Fed tightening.10AM Hour: McDonald's & General Mills CEOs, CFTC Chairman, & You Muse You Lose? 9/23/26 · Squawk on the Street · Sep 23
- Growth running above supply capacity keeps inflation risk elevated, requiring Fed restraint.Dennis DeBusschere: The Economy Must Respect The 'Speed Limit' · On The Tape with Danny Moses · Sep 23
- Core inflation stuck above target and oil in the hundreds threatens the economy and inflation expectations.The AI panic, tech concentration, and Nvidia windfalls · Trader Talk · Sep 23
- Inflation above target and deficit spending during prosperity add upward pressure on rates.Shall We Repeal the Laws of Economics – Part III · The Memo (Howard Marks) · Sep 22
- Oil-driven inflation expectations push yields higher, adding upward pressure on rates.Rates Are Going Up. Are Canadian Dividend Stocks Still Safe? · In the Money with Amber Kanwar · Sep 22
- Inflation remains elevated with supply and demand factors; a BLS methodology revision may lift readings.Top of the Morning: CIO Strategy Snapshot - Being Kevin Warsh · UBS On-Air: Market Moves · Sep 21
- Headline inflation at 3.4% driven by energy at 16.9% is hard for rate policy to cure.Daily Digest Sep 21: Trump Mulls Blowing Up All of Iran, and Hackers Unlock Flock Secrets - Will the Rate Hike Fix Inflation? · Peak Prosperity · Sep 21
- Supply shocks from tariffs and policy push inflation higher, forcing the Fed to respond with higher rates.You Can’t Have a Booming Economy AND Zero Rates · Less Noise, More Signal · Sep 21
- Inflation is seen as too high for too long, with energy and oil price pressures adding upside risk.CIO Fixed Income Roundtable Podcast Series · UBS On-Air: Market Moves · Sep 21
- Strong US activity and freight congestion feed inflation, raising odds of further rate hikes.OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloff · Equity Mates Investing Podcast · Sep 27
- Companies such as Pepsi plan price increases after cuts failed to lift volumes, signaling sticky inflation.Muse, Moonshots and the House Always Wins—Until the Market Calls · Behind the Markets Podcast · Sep 25
- Higher diesel and oil prices feed inflation, suggesting the Fed funds rate should be higher.What Strong Growth Means for the Fed and Markets · This Week in Business · Sep 25
- Inflation was already too high before the oil shock, forcing the Fed to act.Buy the Bond Blow-Up? · GlobalData TS Lombard: Perkins Vs Beamish · Sep 25
- Underlying inflation is running two and a half to three percent, which supports tighter policy.10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26 · Squawk on the Street · Sep 24
- Speaker warns long-term inflation is a substantial concern requiring protection for retirees.Good Retirement Planning Requires Knowing The Risks, Pros and Cons of Your Strategy · Peak Prosperity · Sep 24
- He warns Trump's tariffs and energy shocks have pushed prices up and that inflation harms ordinary savers.Anthony Scaramucci: How America Got Trump · The Reason Interview With Nick Gillespie · Sep 23
- Energy-driven inflation remains a challenge for frontier economies despite policy adjustments.Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference · At Any Rate · Sep 22
- Inflation running well above target keeps yields elevated and erodes purchasing power.Shall We Repeal the Laws of Economics – Part III · The Memo by Howard Marks · Sep 22
- Inflation is running hot due to the Iran war oil supply shock, which rate hikes cannot fix.How Meta Could Quietly Win The AI Race · Prof G Markets · Sep 21
- Jamie Dimon and Rick Santelli argue inflation may stay sticky, limiting Fed options.OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26 · Power Lunch · Sep 22
- Host links affordability problems to money supply growth, deficits, tariffs and war-driven fuel costs.S15 EP171: Hour 3 - Meta's Muse AI Agent Spooks Amazon · The Erick Erickson Show · Sep 23
- Rising prices of basic goods like milk, fuel and flour were presented as driving public anger.Pakistan under seige - Fight U.S. imperialism, free Imran Khan! with Rizwana & Comrade Eibhlin · SpartTalk · Sep 27
- Gasoline prices and tariffs pressure costs, with some inflation passed through to products.¿Hasta Dónde Llega el Riesgo de Oracle en Inteligencia Artificial? · Market Insights · Sep 25
Mixed 10
- Core PCE running above CPI is a gap expected to close, with inflation drifting down slowly overall.The PCE-CPI Gap and the Outlook for Further Fed Tightening · Notes on the Week Ahead · Sep 21
- Headline inflation rising on energy while core stays sticky; trends seen as both firmer and softer.Global Rates: DM inflation markets under higher real rates · At Any Rate · Sep 24
- Low Riksbank core inflation gives room to hold, while energy prices keep upside risks alive.Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings · At Any Rate · Sep 25
- Oil-driven price pressure and firm PMI data raise inflation risk, though core readings and goods prices look tamer.U.S. 10-Year Yield Hits 19-Year High… And The Ripple Effects From Meta’s Muse 9/23/26 · CNBC's "Fast Money" · Sep 23
- Oil-driven inflation may ease if the Strait of Hormuz resolves, but the Fed cannot control commodity prices directly.Treasury Tries to Tame Yields While China Buys Gold · Money Metals' Weekly Market Wrap Podcast · Sep 25
- Oil shock lifts near-term inflation, but long-term inflation expectations appear contained.You Won’t Believe What the Bond Market Just Did · Eurodollar University · Sep 23
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- Disinflation progress is real but stalled near 30%, with exchange-rate and fiscal credibility still uncertain.Gita Gopinath on Trade, Currencies, and Economic Transformation · Conversations with Tyler · Sep 23
- Inflation trajectory over the next six months is presented as the key uncertainty for rates.Canada Just Declared War On U.S. Banks 💥Solana Chosen For Stablecoin · The Paul Barron Crypto Show · Sep 25
- Headline inflation at 3.4% from energy prices while core inflation is lower at 2.4%.Season 7, Episode 34: What if everything turns out alright? · Mobile Dev Memo Podcast · Sep 23
- Macro indicators look solid but gas and grocery prices weigh on household finances.S15 EP171: Hour 1 - Trump, Xi, and Peace · The Erick Erickson Show · Sep 23
Neutral 3
- Core inflation came in firmer than expected but concentrated in a few categories, with shelter soft.Market Resilience Isn’t Complacency · Thoughts on the Market · Sep 21
- A large LIFO charge reflects a full-year inventory true-up rather than a sudden spike in current inflation.Costco (COST): Weaponizing a $184M government refund [Q4 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 25
- Inflation is mainly an oil price spike the Fed cannot directly control.9-21-26 What Happens When Earnings Estimates Fall Short? · The Real Investment Show Podcast · Sep 21
Around it
Companies named
- Costco 3
- General Mills 2
- McDonald's 1
- PepsiCo1
- Kroger1
- Amazon 1
Shows that covered it most
- UBS On-Air: Market Moves5
- Peak Prosperity3
- Wealthion3
- At Any Rate3
- Less Noise, More Signal2
- Market Watch2
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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