Macro and Rates
Inflation
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 65
- Share
- 6.6%
- Shows
- 52
- Net sentiment
- −0.80
Down from 7.6% of episodes in the weeks before; net sentiment was −0.79.
Bullish 2Mixed 7Neutral 11Bearish 45
3 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 2
- Core PCE cooled and revisions lowered year-over-year inflation, a positive though inflation remains too high.Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat · UBS On-Air: Market Moves · Oct 5
- Inflation-sensitive assets around 20% of the portfolio provide protection against inflation shocks hurting equity and bonds.Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518) · Capital Allocators – Inside the Institutional Investment Industry · Oct 5
Bearish 45
- Inflation is framed as a structural threat that steadily erodes purchasing power and wealth over time.CG ASSET MANAGEMENT - CGAM: All you need to know about Index-Linked Bonds · Investor Meet Podcast - AI · Oct 8
- Rising prices erode purchasing power, which the host says requires income and savings growth to offset.#88: How Fed Interest Rates Affect Your Mortgage, Credit Cards, and Savings—and How to Prepare · Wealth Para Todos: Financial Security through Self-Care · Oct 11
- Host expects hidden inflation from oil shocks and debt-driven money printing to erode savings.Rate Hikes And Oil Shocks: Why Central Banks Are Buying Gold · Felix Nikolas Prehn's Podcast · Oct 10
- Headline US CPI expected to rise to 3.6% on higher oil and fuel prices, pressuring rate expectations.ep 402 | The week ahead - Another cracking earnings season expected · On Point · Oct 10
- Tariffs and energy price shocks are driving inflation and rising inflation expectations, hurting consumers and markets.8: Trump's Huge Problem: Voters Don't Buy His Economic Spin (w/JVL) · Receipts with Catherine Rampell · Oct 9
- Hot inflation readings and rising consumer inflation expectations threaten the Fed's target and raise hike risk.A Fête Sans Tech (E280) · DoubleLine Minutes · Oct 9
Show 39 moreShow fewer
- Host argues inflation will stay elevated and be understated by changed official measures.Dollar Reset: How Inflation Is Being Quietly Recalibrated · Felix Nikolas Prehn's Podcast · Oct 9
- Dimon warns inflation could stay sticky, but host says markets do not price a sustained breakout.Jamie Dimon Just Made A Shocking Interest Rate Prediction (Not What You Think) · Eurodollar University · Oct 7
- Core PCE still around 3 percent and above target, keeping pressure on the Fed to tighten.Top of the Morning: State of the US economy & Fed outlook · UBS On-Air: Market Moves · Oct 7
- Inflation running above target for years, energy prices rising, and upside risks widely seen by policymakers.Fed on Hold, Inflation Rising: What the FOMC Minutes Really Revealed · LiveSquawk Market Talk · Oct 9
- Hot producer and consumer prints recall 2021 pressures, though shelter distortions and energy shock drive the readings.How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026 · Real Vision · Oct 5
- Host expects rising fuel, food and energy costs to keep prices climbing.CHEVRON JUST GAVE AMERICA A WARNING · IAllegedly · Oct 11
- Host expects energy and fertilizer shortages to push food and transport prices higher.Sulphuric Acid Ban And Dollar Crisis: What Comes Next · Felix Nikolas Prehn's Podcast · Oct 10
- Regulatory fee increases feed into wireless CPI, drawing affordability scrutiny that could pressure carriers.This Week: AT&T/T-Mobile/Verizon Satellite JV, Panasonic, and T-Mobile/Sprint Merger Lawsuit · The Week with Roger · Oct 5
- Inflation stuck above target from tariffs, deglobalization and war costs, pressuring bonds and consumers.#143 - Jeffrey Sherman: Preparing for a New Regime · Insightful Investor · Oct 6
- Inflation driven by fuel costs, AI investment and tariffs keeps the Fed reluctant to ease.Starbucks Rumors, Google Bets On Nuclear Energy, & Ray Dalio · Rich Habits Podcast · Oct 9
- Inflation expectations are rising and energy costs are feeding prices, keeping pressure on rates.126: Saying It Out Loud · This Week in Bitcoin · Oct 7
- Oil-driven headline inflation and rising food prices keep pressure on central banks to hike.Asia Faces a New Rates Reality · Market Watch · Oct 6
- Persistent or rising inflation is the main risk to fixed income, especially a bear steepening led by the long end.Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO) · UBS On-Air: Market Moves · Oct 6
- Weak payrolls lift stocks, but yields stay elevated · Moving Markets · Oct 5
- Persistent inflation erodes dollar purchasing power and keeps prices rising for households.Jim Rickards: Washington Needs Inflation, Here's Who Pays · Kitco NEWS · Oct 5
- Inflation hurts carriers through claims costs, while brokers benefit, so it shifts positioning.Insurance, AI, and the Search for Quality With Piper Sandler's Paul Newsome · What's Next For Markets · Oct 9
- Rising material, labor, shipping, and energy costs squeeze margins and competitiveness.Manufacturing a Stronger Connecticut · CBIA BizCast · Oct 9
- Diesel costs feed into food, freight and services inflation over months, keeping pressure on prices.Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26 · CNBC's "Fast Money" · Oct 9
- Strong economy, persistent oil prices and rising rates point to inflation pressure.10.06.26 Ask An Advisor With Wes Moss · The Clark Howard Podcast · Oct 6
- Real inflation is seen as understated and debasement is expected to be the government's escape valve.Harley Bassman, The Convexity Maven · Alpha Exchange · Oct 6
- Fuel-driven inflation may keep rising, forcing rates to stay high and risking recession.Behind America’s jobs report is a labor market being reshaped · AMERICA OUT LOUD PODCAST NETWORK · Oct 6
- Core PCE near 3% and energy shocks keep inflation elevated relative to target.Signal over Noise: The 1999 analogue through the fixed income lens · UBS On-Air: Market Moves · Oct 5
- Nominal GDP, import and producer prices and fuel costs are rising, threatening renewed inflation.Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead · Wealthion · Oct 5
- Inflation is stuck near 3% as goods disinflation from globalization has reversed.The Bond Pivot: Jim Bianco On Why It’s Time To Start Buying Bonds · The Master Investor Podcast with Wilfred Frost · Oct 5
- Host expects debt-driven inflation to erode savings, as in the 1940s.Gold And The Financial Reset: Why Central Banks Are Buying · Felix Nikolas Prehn's Podcast · Oct 11
- Cost of living pressures dominate voter concerns in the US, Quebec and BC elections.Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth · The Canadian Investor · Oct 10
- Hosts see persistent inflation from oil, tanker costs and deficits forcing more rate hikes.9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · Squawk on the Street · Oct 9
- Speaker argues inflation is the lever used to service debt, hurting the middle class.Bitcoin Is Headed to $300K and Nobody's Ready | Bill Barhydt · The Pomp Podcast · Oct 8
- ECB hiked on inflation concerns and energy shock effects have yet to fully play out.Meanwhile, back in the Gulf · NAB Morning Call · Oct 8
- Money printing erodes cash value through inflation, making holding cash a poor choice.Money Supply Growth And Stock Markets: Where The Cash Flows · Felix Nikolas Prehn's Podcast · Oct 8
- Rising everyday essentials costs and fuel prices are pushing inflation back up.Global Economy Faces New Test with $100 Crude · Global Business insights · Oct 7
- One-year inflation expectations rose to their highest since May 2023, keeping the Fed on edge.11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26 · Squawk on the Street · Oct 7
- Inflation running above the 2% target with questionable data quality keeps pressure on yields and the Fed.Bitcoin DUMPS To $83K As Bond Yields Break 24 - Year Highs · The Wolf Of All Streets · Oct 7
- Hosts argue officials' claims that prices are cheap or temporary are false and affordability is worsening.Dawn of the Trend 10/06: GTA 6, Markwayne Mullin, Dr. Oz, Walmart, Sam Altman · The Daily Zeitgeist · Oct 6
- Felder sees broad price pressures building in producer, import and food prices.10 02 2026 Jesse x Maggie · Wealthion · Oct 5
- The Reserve Bank signals further rate hikes as fuel and onion prices push up costs.From just R15k to 6 million SA socks. Plus: A storm at Afrimat · Bruce Whitfield’s Business Week · Oct 8
- Oil prices from the Iran war keep inflation high, forcing central banks to hike rates.The French Bond Market Is on Fire · Patrick Boyle On Finance · Oct 11
- Energy and fertilizer price spikes from the Iran war are squeezing farmers and voters.The Trump Tornado and Danger in the Dust Bowl · Beyond the Polls with Henry Olsen · Oct 8
- Inflation at 3.4% versus a 2% target is described as sticky and a risk to markets.5 Stocks Are Carrying The Market — Here's How To Protect Yourself · Prof G Markets · Oct 5
Mixed 7
- Core inflation persistently near 3% in the US, while energy shock adds headline pressure.Q4 U.S. and Canada rates outlook · Scotiabank Market Points · Oct 9
- Wage growth near zero after inflation, but cost pressures persist in the US and affordability is strained.UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability' · UBS On-Air: Market Moves · Oct 5
- Cumulative price level increases weigh on sentiment, and wages are roughly keeping pace with inflation near the edge.Consumers Feel Awful But Keep Spending with Mastercard's Chief Economist Michelle Meyer · RiskReversal Pod · Oct 5
- Oil-driven inflation is debated; the panel doubts a 1970s-style stagflation repeat.The Strategy That Can Win When Stocks Crash · Money Tree Investing · Oct 9
- Core PCE cooled to 3% from 3.3%, though still above target.America's Truckin' Network 10/9/26 · America's Truckin' Network · Oct 9
- Inflation has eased but remains above target, and real wage declines are squeezing workers.What 26 Million Paychecks Reveal About the Economy (With Nela Richardson) · On Investing · Oct 9
Neutral 11
- Donovan argues inflation expectations matter little without behavioral change, so inflation impact is downplayed.UBS On-Air: Paul Donovan Daily Audio 'Managing expectations' · UBS On-Air: Market Moves · Oct 7
- Consumer inflation perceptions are high due to beef, gasoline and electricity prices, but seen as political noise.UBS On-Air: Paul Donovan Daily Audio 'Worrying about the cost of war' · UBS On-Air: Market Moves · Oct 9
- Host argues tariff and oil price effects are supply shocks, not embedded inflation, and breakevens barely moved.What to Make of Rising Bond Yields? · The Dividend Cafe · Oct 9
- Inflation returned this year, creating conditions that help reduce the real value of debt.Ep 91 - Beijing’s quiet deleveraging push · The Trivium China Podcast · Oct 9
- Host notes headline inflation at 3.4% but argues core consumer spending inflation is nearer 2%.America's Truckin' Network -- 10/6/26 · America's Truckin' Network · Oct 6
- Services price data and upcoming PPI and PCE reports will shape expectations for Fed action.Treasury Auctions Next After New Highs for Nasdaq · Schwab Market Update Audio · Oct 6
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- Guha expects inflation to gradually decline as tariff effects roll off, though oil adds upward pressure.5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78 · The Real Eisman Playbook · Oct 5
- Core inflation fell recently and the energy shock has not spread, though some Fed views worry him.Scott Bessent on Trump Accounts, China Risk and the Fight to Stabilize the Economy · Greta Wire · Oct 9
- Discussed as the Fed's core mandate and as a possible tool for reducing real debt burden.The American Idea: Money and Politics: The National Bank, the Federal Reserve, and America’s Finances · The Ricochet Superfeed · Oct 7
- Inflation remains well above target, driven by oil prices, tariffs and national debt.Ray Dalio Says Higher Interest Rates Will Break The Economy · The Minority Mindset Show · Oct 6
- Inflation-sensitive assets (commodities, gold, natural resources) are held as a hedge against a more volatile inflation regime.Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518) · Capital Allocators · Oct 5
Around it
Companies named
Shows that covered it most
- UBS On-Air: Market Moves7
- Felix Nikolas Prehn's Podcast5
- Wealthion2
- America's Truckin' Network2
- Squawk on the Street2
- Capital Allocators1
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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