Macro and Rates
Inflation
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 67
- Share
- 6.3%
- Shows
- 56
- Net sentiment
- −0.77
Down from 8.8% of episodes in the weeks before; net sentiment was −0.80.
Bullish 3Mixed 8Neutral 6Bearish 50
2 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 3
- Preferred PCE inflation measure came in lower than expected, easing pressure for further hikes.The Federal Reserve May Have Raised Interest Rates Just as Inflation Started Cooling · WorldviewTube · Oct 1
- Rosenberg sees energy-driven inflation fading since wages aren't following prices, so inflation pressure should ease.MacroVoices #552 David Rosenberg: Navigating The Noise · Macro Voices · Oct 1
- Falling inflation under Milei is cited as key to his approval and economic progress.Axel Kaiser Explains the Javier Milei Effect · The Reason Interview With Nick Gillespie · Sep 30
Bearish 50
- Headline and goods inflation are reaccelerating, keeping rate hikes and pressure on markets in play.Global Data Pod: Inflation monitor: Goods inflation moving into higher gear · Global Data Pod · Oct 1
- Energy prices are pushing up both headline and core inflation, with pass-through to consumers expected.UBS On-Air: Paul Donovan Daily Audio 'The power of saving more, or less' · UBS On-Air: Market Moves · Sep 30
- Inflation silently erodes purchasing power and retirement income over time, threatening safe savings.Interview with George McReynolds Founder of McReynolds & Company Discussing Inflation and Safety Jaws · Business Innovators Radio · Sep 28
- Food prices are about 26% higher than five years ago and real wages are falling, squeezing households.Why ‘What’s for Dinner?’ Is Harder than Ever · The Journal. · Sep 28
- Energy-driven inflation is running above target and proving sticky, forcing tighter policy.J Scott Explains Inflation, Interest Rates & the Economy · BiggerPockets Money · Oct 2
- Energy-driven headline inflation rising; central banks may tighten to counter an oil supply shock.UBS On-Air: Paul Donovan Daily Audio 'Bonding oil prices to yields' · UBS On-Air: Market Moves · Sep 29
Show 44 moreShow fewer
- Host claims inflation is sticky and possibly being understated through measurement changes.Felix Nikolas Prehn: Mortgage Rates Hit 7.45% · Felix Nikolas Prehn's Podcast · Sep 29
- Inflation driven by oil shocks and tariffs keeps prices high, forcing the Fed toward tighter policy.Trump Wants Cheap Money. Why Are Rates Going Up Anyway? · Platypus Economics with Justin Wolfers · Oct 4
- Prices rising far faster than wages, and Trump's comment suggests tolerating inflation to erode debt.Jobs Missed. Wages Stalled. Tariffs Failed. Bonds Fell Anyway. · The Peter Schiff Show Podcast · Oct 3
- PCE inflation at 3.4% remains well above the Fed's target despite a softer monthly reading.The FTC Is Investigating OpenAI — Here’s Why · Prof G Markets · Oct 1
- CPI has run above the Fed's 2% target for five years, and the energy shock adds further inflation pressure.Surfing the 'Oil Glut': Satellites, Transponders, and the Commodities Info War · Multipolarity · Oct 1
- Energy-driven headline inflation is pushing up near-term rate expectations, though longer-run expectations remain anchored.The Great Rate Debate · Moody’s Talks - Global Economy Unwrapped · Oct 1
- Grocery inflation expected to tick back up in Q4 as diesel costs pass through to shelf prices.Commerce Riff with Sri & PVSB - September 29, 2026 · The CPG Guys · Sep 30
- Inflation accelerated in Australia, Italy, Spain, Portugal, Iceland and Russia, complicating rate paths.Libre News of The World. Thursday 1st of October 2026 · Libre News of The World · Sep 30
- Core inflation stays elevated; the Fed's forecast of falling inflation by 2027 looks unrealistic to Bianco.Bond Market Turning Point: Why Jim Bianco Just Flipped After 5 Years · The David Lin Report · Sep 29
- Hot PCE and oil-driven price pressure raise odds of another rate increase.FogCutter Live Episode #67 - Rates Rising Again? What It Could Mean for Earnings & the Market · FogCutter Live · Sep 29
- Energy-driven inflation above target forces central banks to keep tightening, hurting valuations.Money and Me: Rising interest rates - Should you buy T-Bills, REITs, Bank Stocks or Gold? · Live Well ft. Lance Alexander · Sep 29
- Inflation is described as a regressive tax that has cut the dollar's value sharply since 2020.Anthony Scaramucci at Hunt & Fish Club Restaurant | Standing Table Podcast Episode #1 · RiskReversal Pod · Sep 28
- Oil-driven inflation is spreading through the economy and is unlikely to fall soon.U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas · RiskReversal Pod · Sep 28
- Hot inflation and energy-driven pressure could keep central banks hawkish and push yields higher.Three questions for the Week Ahead! · 🇬🇧 Stay ahead of the markets with Swissquote · Sep 28
- Energy and supply shocks keep inflation sticky, limiting the central bank's room to ease.Why US hiring hit a wall · Elon Musk Podcast · Oct 4
- Diesel-driven cost pressure may flow through to goods prices and add to structural inflation.The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market? · Excess Returns · Oct 3
- Excessive money printing is cheapening currencies and pushing prices well above central bank targets.Bond Crisis 2026: Is This Winter the Next Financial Crisis? | James Levy-Newman · Load Bearing Podcast · Oct 3
- Sticky services inflation tied to asset-price wealth effects keeps inflation above target, supporting higher yields.Brij Khurana, Fixed Income Portfolio Manager, Wellington · Alpha Exchange · Oct 1
- Hosts claim official inflation readings are understated and expect a double-hump inflation to erupt.What Lurks Beneath the Surface? · Peak Prosperity · Oct 1
- Inflation persists and the Fed's measurement framework may need rethinking amid supply shocks.Central Banks in a Bind + Could AI Replace the FOMC? · The Spillover · Oct 1
- PCE inflation remains around 3%, above target and not slowing, keeping Fed hike risk alive.10AM Hour: Contrarian Market Call, Micron Results Preview, New Eli Lilly Weight-Loss Data 9/30/26 · Squawk on the Street · Sep 30
- Fuel and food costs rising push inflation expectations up, raising odds of Fed hikes.DHUnplugged #820: Gullible Markets · DHUnplugged Podcast · Sep 30
- Energy-driven and underlying inflation keep pressure on rates and the Fed.Higher Rates Are Already Doing Damage. Stocks Haven’t Reacted Yet · Know Your Risk Podcast · Sep 29
- Faster PCE inflation and elevated energy prices could force Fed tightening and pressure markets.4 Stocks to Buy Before They Rise Further · The Morning Filter · Sep 28
- Diesel, gasoline, food and sulfuric acid shortages keep inflation pressures elevated despite softer core readings.America’s AI Boom Is Squeezing Main Street | Weekly Roundup · Forward Guidance · Oct 4
- Inflation and diesel price spikes are cited as driving voter discontent and Trump's low approval.The Midterms! · Paul Krugman Podcast · Oct 3
- Guest calls inflation a sticky problem that adds pressure on the market.October 2, 2026 – Magnus Financial Group Ron Deutsch and Tough Enough Matt Hunter · School for Startups Radio · Oct 2
- Refined fuel shortages keep inflation above target even as crude shipments recover.October 2nd, 2026| AI Credit Card Spending, Office Real Estate Opportunities, The Fed’s Tough Decision, Huawei vs Nvidia, Nasdaq’s Hidden Market Weakness, Municipal Bonds Aren’t Tax-Free & More · Smart Investing with Brent & Chase Wilsey · Oct 2
- Ground beef prices rose about 50% in five years, outpacing overall inflation.689. Here’s Why Your Hamburger Just Got So Pricey · Freakonomics Radio · Oct 2
- Fuel and consumer price increases worsened the cost-of-living crisis that drives voter dissatisfaction.Holding your Nose to Vote for Vivek · The J. Burden Show · Oct 1
- Persistent inflation at 3.4% is cited as driving yields higher and prompting another expected rate hike.BitLovin Daily | October 1 · BitLovin · Oct 1
- Higher-than-expected eurozone inflation makes near-term European rate cuts less likely.Nvidia Bubble; Nike Effect; Gold Prices; IBM Outlook; Broadcom Financing; Anthropic IPO; Blair Picks; United Status; Eurozone Inflation · The Daily Business & Finance Show · Oct 2
- Elevated prices and high gas costs drive voter anger about affordability.Why the Midterms Suddenly Look So Bad for Republicans · Plain English with Derek Thompson · Oct 2
- Rising inflation and energy costs erode real incomes and push central banks toward tighter policy.Ireland’s economic outlook ahead of Budget 2027 and agentic AI going rogue · Inside Business with Ciaran Hancock · Sep 30
- Hosts say official inflation understates real costs in energy and food, pressuring consumers.AI Fake News · Money Tree Investing · Sep 30
- Rising costs hit property expenses faster than rents, squeezing borrowers and household affordability.How To Workout Distressed Real Estate Debt with Shlomo Chopp (#432) · POWERS · Sep 30
- Headline and core inflation near 3 percent and high diesel prices suggest renewed inflationary pressure.First On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26 · Power Lunch · Sep 30
- Gas at $4.50 and diesel at $6.50 with consumer sentiment near historic lows signal cost-of-living pain.Impeach Pete Hegseth? · Pod Save America · Sep 29
- Oil above $100 and inflation near 3% erode purchasing power and constrain the Fed.Ep. 197 - Price of Money · The Investor Professor Podcast · Sep 28
- Energy-driven price increases are seen as embedded and likely to persist into winter.9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26 · Squawk on the Street · Sep 28
- Costs from the Iran war and fuel prices are hurting households and businesses.The Scott Adams School - 09/29/26 Steve Cortes Returns. Illegal Immigration. Mid Terms. Space-X · Real Coffee with Scott Adams · Sep 29
- Inflation seen as hard to control, preventing rate cuts and pushing yields higher.Episode with Snek on Bond & rest of finance market · China Tech Talk · Oct 3
- Speakers say inflation has eroded the value of money and that official statistics are unreliable.Mass Deception - How (And Why) The Fourth Estate Is Failing the Country · Peak Prosperity · Oct 1
- Hosts blame government policy for rising prices and argue the GOP has not solved the cost problem.09-28-26 Part One - Walmart Won't Take It Personal · Red Eye Radio · Sep 28
Mixed 8
- Core PCE cooled, but energy shocks and AI-driven investment keep near-term inflation risks alive.Why Investor Positioning Matters More Than Ever (With Eric Liu) · On Investing · Oct 2
- Core PCE came in cooler, but year-over-year inflation remains above target and oil prices are rising.11AM Hour: Schwab CEO, Counselor to the Treasury Secretary David Zervos & Expectations for Micron Earnings 9/30/26 · Squawk on the Street · Sep 30
- Inflation expected to stay sticky but not re-accelerate, with oil prices and softer wage pressure easing it.The View Beyond: Higher yields, risk or opportunity? · Moving Markets · Oct 3
- Oil-driven inflation seen as possibly needing ECB tightening, with no second-round effects yet.UBS On-Air: Paul Donovan Daily Audio 'Camels through the eyes of fishhooks' · UBS On-Air: Market Moves · Sep 28
- Core PCE and Australian CPI softer than expected, but still hot enough to keep rate hikes in play.Insatiable memory cycle: 'demand is only getting stronger' · the daily moo · Oct 1
- Inflation near three and a half percent weighs on outlook, while slowing rent growth offers some relief.Will Higher Rates Kill the Stock Market? (EP. 484) · Animal Spirits · Sep 30
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- August PCE came in tamer than expected, but oil and supply fears keep inflation risks alive.9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26 · Squawk on the Street · Sep 30
- Hotter-than-expected PCE inflation keeps rate-hike fears alive, though recent prints came in softer."We Are Here as an Enabler of the Private Sector" – Julie Kozeracki, U.S. DOE EDF · C.O.B. Tuesday · Oct 2
Neutral 6
- Moderate wage growth helps future inflation outlook, while Japan and euro-area price moves are discussed factually.UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly' · UBS On-Air: Market Moves · Oct 2
- Discussed through TIPS breakevens and whether a new higher inflation regime is emerging.Jurrien Timmer's global macro view – September 28, 2026 · FidelityConnects · Oct 3
- PCE figures were distorted by a technical calculation change, so the readings carry little real-world signal.UBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer' · UBS On-Air: Market Moves · Oct 1
- Discusses how negative rates could raise inflation and how the dollar would weaken as a result.How Negative Interest Rates Work (And What They Would Mean for the Economy) · The Plain Bagel · Oct 3
- Upcoming PCE data expected to show annual inflation near 3.7%, discussed factually.Fed's Williams tempers October hike fears · Moving Markets · Sep 30
- Panelists debate whether wage and inflation data justify another hike, with CPI due soon.Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26 · Power Lunch · Oct 2
Around it
Shows that covered it most
- UBS On-Air: Market Moves5
- Squawk on the Street4
- RiskReversal Pod2
- Moving Markets2
- Power Lunch2
- Peak Prosperity2
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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