Macro and Rates
Inflation
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 107
- Share
- 10%
- Shows
- 81
- Net sentiment
- −0.73
Up from 7.2% of episodes in the weeks before; net sentiment was −0.79.
Bullish 9Mixed 9Neutral 7Bearish 82
4 weeks
Share of each week's episodes, and net sentiment.
0%5%10%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 9
- Shock-adjusted inflation is below 2%, and weak labor power means inflation fears are overdone, supporting bonds.David Rosenberg: What the Bond Market Is Telling Us · Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth · Oct 17
- He views current inflation as an exogenous energy shock without wage pass-through, so price pressure should fade.David Rosenberg: The AI "Mania" Is More Extreme Than 1999 · RiskReversal Pod · Oct 16
- Guest argues official inflation is understated, so fiat debasement favors Bitcoin as a store of value.Bitcoin's Next Peak Is Further Away Than You Think. Here's Why | Saifedean Ammous · The Wolf Of All Streets · Oct 14
- Inflation expected to moderate from energy-driven peaks as oil flows and tariffs ease.A Season of Moderation in the Year of Boom and Doom · Notes on the Week Ahead · Oct 12
- Energy-driven inflation and fiscal strain are seen as supporting real assets like gold and energy.CITY NATURAL RESOURCES GROWTH AND INCOME PLC - Investor Presentation · Investor Meet Company - Audio Archive · Oct 16
- Food and energy inflation pressures are structural, making natural resources an effective inflation hedge.#144 - Al Chu: The Structural Case for Natural Resources · Insightful Investor · Oct 13
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- No wage-price spiral; current inflation and bond yield rise expected to reverse in 2027.Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 74) · UBS On-Air: Market Moves · Oct 15
- Hirsch argues ongoing inflation inflates asset prices and underpins his super boom thesis.Inflation And The AI Supercycle · Investing With IBD · Oct 14
- Speakers argue government money printing debases fiat and pushes people toward Bitcoin.The Bitcoin Playbook You Need · Mr. M Podcast | Maurizio Pedrazzoli Grazioli · Oct 13
Bearish 82
- Governments are expected to tolerate higher inflation to erode debt, eroding real returns on cash and bonds.Your Cash and Bonds Are Paying for the Debt Crisis · Less Noise, More Signal · Oct 17
- Rising prices outpacing wages could strain households, credit and lenders over the next year or two.China Just Made Its Biggest Gold Buy in 3 Years. Why Now? · The Secret War on Cash · Oct 15
- Import, export and producer prices are rising sharply, and the host expects inflation to stay elevated with no end in sight.Inflation Is EXPLODING… And the AI Stock Bubble Is Starting to CRACK! · Watchdog on Wall Street with Chris Markowski · Oct 16
- CPI rose 0.6% monthly and 3.7% annually, with energy and core pressures complicating the outlook.Kevin Warsh Gives NO October Rate Signal — What Happens Next · USA News Today · Oct 16
- Hotter-than-expected CPI and PPI pressure yields higher and complicate Fed price stability efforts.10.15.26 Demo Day; Polunsky Beitel Green's Andy Duane and Tye McWhorter on DSCR; Wholesale Inflation · Chrisman Commentary - Daily Mortgage News · Oct 15
- PPI and core PCE ran hotter than expected, keeping inflation above the Fed's two percent target.Thursday - October 15, 2026 · The Dividend Cafe · Oct 15
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- Core CPI ran a tenth hotter than expected, keeping inflation above target and raising hike expectations.Wednesday - October 14, 2026 · The Dividend Cafe · Oct 14
- CPI rose 3.7% with gasoline surging, pressuring consumers and raising the chance of stagflation.FTM 520: The Inflation Trap (War, Rising Prices & the October Surprise) · Follow the Money with Jerry Robinson · Oct 14
- Rising prices for gas, groceries and power are squeezing household budgets and hurting the party in power.Red, White and Who? The Inflation Election · The Journal. · Oct 14
- Energy-driven price pressure is pushing inflation toward double digits, hurting consumers and markets.#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike · The Julia La Roche Show · Oct 17
- Hot CPI and PPI prints above expectations raise inflation concerns and hike odds.Equity Broadening, Bull-Flattening and a One-Trick Pony (E281) · DoubleLine Minutes · Oct 16
- Hotter-than-expected CPI raised odds of another Fed rate hike, pressuring markets.Morning Briefing: Strike Averted At World's Largest Copper Mine · Mining Stock Daily · Oct 15
- Inflation rose to 3.7%, raising the chance of a Fed rate hike and hurting sentiment.Rising American inflation; Starlink limits service in Ukraine, and more · The World in Brief from The Economist · Oct 15
- Energy-driven inflation may persist longer than expected, pressuring households and prompting rate-hike expectations.What to Expect From the UK Budget · Thoughts on the Market · Oct 14
- Hosts expect headline inflation to rise on oil and fuel costs, keeping prices sticky and pressuring markets.US Economy Report Card - The Real Estate Blood Bath Worsens, Bonds Show Strength, and Inflation Reports Loom | Money Moves · Millionaire Mindcast · Oct 14
- Sticky inflation forecasts keep rising, pressuring the Fed and bond yields.Allspring's VanCronkhite: If Fed can't hit inflation bullseye, it'll change the target · Money Life with Chuck Jaffe · Oct 13
- Sticky near 3% inflation with goods deflation gone makes return to 2% target difficult.Jim Bianco: Why I’m Finally Buying Bonds After Six Years · Monetary Matters with Jack Farley · Oct 18
- Hot headline and core CPI and PPI prints, driven largely by energy, point to persistent inflation.The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup · Forward Guidance · Oct 16
- Hotter than expected core and energy inflation raised anxiety about limiting Fed flexibility.How Rising Rates and AI Issuance Are Affecting Credit Markets · The Markets · Oct 16
- Hotter-than-expected CPI and PPI prints show inflation remains sticky and far from the 2% goal.AI Financing Pressures Reshape Equity and Credit Markets · Key Wealth Matters · Oct 16
- Hotter-than-expected core and energy inflation limits the Fed's flexibility.How Higher Rates and AI Issuance Are Affecting Credit Markets · The Markets · Oct 16
- Hotter-than-expected core CPI and spreading inflation breadth raise rate-hike risk.Stablecoin Banking, Hot CPI, and The October FOMC Meeting · CFB Talks Digital Assets · Oct 15
- Sticky above-target inflation is the spark that could keep rates high and pressure risk assets.The Futures Rundown 95: We Owe It All To The Meats!! · The Options Insider Radio Network · Oct 15
- Sticky September CPI jump driven by energy prices raises odds of Fed tightening, pressuring risk assets.127: The Squeeze Is On · This Week in Bitcoin · Oct 14
- Inflation has stayed above the two percent target for years, raising the risk of persistent pressure.Hedgeye Investing Summit Fall 2026 | Jim Bianco, President of Bianco Research · Hedgeye Podcasts · Oct 14
- Inflation remains above target, with services inflation rising and possible overheating from AI-related demand.Austan Goolsbee is worried about AI inflation · Compound Interest from Semafor Business · Oct 13
- PPI remains well above CPI, suggesting input-cost pressure that could erode profit margins.Tuesday - October 13, 2026 · The Dividend Cafe · Oct 13
- Fuel-driven profit-led inflation risk and rising US inflation expectations suggest upward price pressure.UBS On-Air: Paul Donovan Daily Audio 'The Fast and the Furious' · UBS On-Air: Market Moves · Oct 12
- September CPI ran hot at 3.7% headline and 2.6% core, pressuring rates and sentiment.9am Hour: Exclusive: BlackRock’s Larry Fink, CPI Runs Hot, BofA’s $1.2B Fine 10/14/26 · Squawk on the Street · Oct 14
- Broad above-target core inflation components suggest the price pressure is widening beyond oil.Who’s Financing the AI Boom? (With Bryan Whalen) · On Investing · Oct 16
- Two hot inflation reports suggest pipeline price pressure that could reach consumers.AI Czar Jay Clayton & John Legend Loves Dogs 10/16/26 · Squawk Pod · Oct 16
- September inflation came in hot near 4%, raising odds of Fed hikes and pushing long-term yields up.ROLLUP: Redtober Is Here | AI Debt Fears | $102M Ledger Attack | Richard Heart Arrested · Bankless · Oct 16
- Hottest PPI reading in four years is seen as bad for stocks but good for real assets.Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN · TBPN · Oct 16
- Hot PPI and diesel-driven cost pressures suggest persistent inflation that could force further Fed tightening.Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26 · The Exchange · Oct 15
- Prices are higher and inflation picked up again in September, weighing on households.Americans Are Grumpy About Prices. Why Are They Still Spending? · The Journal. · Oct 15
- US inflation re-accelerated to 3.7% year on year, well above the Fed's 2% target.How Wall Street Really Makes Its Money | JPMorgan, Goldman Sachs & BlackRock · Market Maker · Oct 15
- Hot PPI data raised odds of Fed tightening, pressuring stocks.CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter · The Rundown · Oct 15
- Hot PPI and CPI readings raise prospects of further Fed rate hikes.10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26 · Squawk on the Street · Oct 15
- Hot inflation at 3.7% year over year pressures rates and risk assets.Oct 15: Bitcoin Falls Toward $80K · Daily Crypto News · Oct 15
- Core inflation ran slightly hotter than expected, raising rate hike odds and lifting Treasury yields intraday.Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In Focus · Stock Market Today With IBD · Oct 14
- Core CPI at 0.3% and headline at 3.7% year over year signal persistent inflation from energy, tariffs and AI.10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · Squawk on the Street · Oct 14
- Headline CPI at 3.7% and core near 2.6-2.7%, with oil prices tied to the Iran situation.MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff · Schwab Network · Oct 14
- Hotter-than-expected CPI driven by fuel costs raises odds of further Fed tightening.Mad Money w/ Jim Cramer 10/14/26 · Mad Money w/ Jim Cramer · Oct 14
- Core inflation near 3.3% and an upcoming CPI print could force a hike, a risk for markets.THE 7,800 BREAKOUT - Big Banks Roar & The AI Agent Race! · The ELEVEN: US Markets · Oct 12
- Hosts say gas and grocery prices are rising, hurting everyday Americans despite strong GDP.Anthropic Won. Thirty-One States Have Laws on AI. Congress Has Done Nothing · With All Due Respect · Oct 12
- Inflation has run above 2% for years and goods deflation has ended, so disinflation is unlikely.Is It Time to Start Buying Bonds? | Jim Bianco · Hidden Forces · Oct 12
- CPI at 3.7% driven by energy prices tied to the Iran war keeps pressure on households and rates.What the Midterm ‘Affordability Election’ Means for Markets · WSJ's Take On the Week · Oct 18
- A hot CPI print and rising oil raise the odds of further Fed hikes, pressuring stocks.CoreWeave Bond Yields EXPLODE, Anthropic Numbers DISAPPOINT, Fed Hikes Again? | Basis Points · Basis Points · Oct 17
- Inflation came in hotter than expected, fueling rate-hike fears and the selloff.What’s News in Markets: CoreWeave Selloff, Apple Milestone, Borrowing Boom · WSJ Your Money Briefing · Oct 17
- Hotter-than-expected CPI print lent credence to the selloff and fueled volatility.Volatility Views 699: Something is REALLY Spooking This Market · The Options Insider Radio Network · Oct 16
- Eurozone headline inflation trending toward 4%, largely from higher energy prices, constrains ECB action.Across the Pond: Europe’s bond stress test · UBS On-Air: Market Moves · Oct 16
- Headline and producer inflation came in hotter than expected, pressuring rate-sensitive assets.AI's New Bottleneck: Can the Boom Afford to Keep Growing? · Financial Sense Newshour · Oct 16
- Hot CPI and PPI readings, largely energy-driven, raise fears that rates stay high for longer.CoreWeave Bonds Hit 14.5%. ASML Still Can't Build Enough Machines. | Ep 60 · Futurum Equities Podcast · Oct 16
- Tariffs are described as adding to consumer goods inflation, squeezing shoppers and limiting holiday gains.Hackers, Tariffs, and a $9.3 Billion Grocery Fight · Rethink Retail · Oct 16
- Hot PPI and transport costs suggest inflation pressure that could keep the Fed hawkish.Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26 · CNBC's "Fast Money" · Oct 15
- High inflation pressures manufacturers to cut costs, which they hope to achieve through efficiency gains.Slick, Synthetic & Synthesized With AI: How Modern Automation Is Changing Modern Lubrication · Automation World Gets Your Questions Answered · Oct 15
- PPI came in at 6.3% versus a 5.3% expectation, a large upside surprise.How to Manage Risk on Your Trades + What the Macro PPI Data means for Markets | Ep 589 · Rise Up Media · Oct 15
- Hot September inflation driven by energy, with real wages falling, pressures markets and households.CoreWeave Is Imploding — And Taking AI Stocks Down With It · Prof G Markets · Oct 15
- Hot CPI data raised odds of a rate hike, pressuring risk assets.Anthropic's Revenue Raises Doubts Over Its IPO Valuation · The Modern Market Show · Oct 15
- Hot PPI and CPI-linked price pressure from diesel and energy threaten the Fed and Treasury outlook.AI Demand Is Booming. Why Are Token Prices Falling? · Know Your Risk Podcast · Oct 15
- Hot September CPI and rising refined-fuel prices push rate-hike fears and pressure markets.Bitcoin and AI with Jordi Visser · Galaxy Brains · Oct 15
- Money printing and the Iran conflict's oil disruption are fueling persistent higher prices.The $10 Trillion AI Gamble: When the Tech Bros Bet Your Future · Chad Prather's Noise Breaks · Oct 15
- Hotter than expected inflation report drives higher rates and pressure on equities.Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 · Halftime Report · Oct 14
- Core CPI came in hotter than expected, driven by energy, airfares, used cars and shelter.Closing Bell 10/14/26 · Closing Bell · Oct 14
- CPI ran hotter than expected at 3.7 percent, the highest since May.11AM Hour: Morgan Stanley CEO, Merck CEO & Former NEC Director Gary Cohn 10/14/26 · Squawk on the Street · Oct 14
- Sticky inflation from chips, tariffs and the Iran war could keep rate pressure on the Fed.Chips, inflation and bank earnings 10/14/26 · Morning Call · Oct 14
- Input costs and diesel prices keep rising, keeping inflation pressure high.Talk Your Book: Will AI Debt Cause a Recession? · Animal Spirits · Oct 12
- Host argues high energy prices and money printing act as a hidden tax eroding purchasing power.Understanding Market Trends and Investment Strategies · Watchdog on Wall Street with Chris Markowski · Oct 17
- Hot CPI and PPI readings, driven largely by energy, raise stagflation worries.Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26 · CNBC's "Fast Money" · Oct 16
- Hotter-than-expected CPI raised fears of further Fed rate hikes, pressuring equities.AI debt risks, tech sell-off and inflation 10/15/26 · Morning Call · Oct 15
- US inflation accelerated to 3.7% on gasoline, while Spain and Australia also report persistent price pressures.Libre News of The World. Friday the 16th of October 2026 · Libre News of The World · Oct 15
- A hot PPI report pushed rate-hike odds sharply higher, pressuring equities.TWIFO 518: Clash of the Titans: Crude vs. Gold vs Equities · The Options Insider Radio Network · Oct 15
- Hotter-than-expected CPI raised fears of further Fed rate hikes.AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26 · Squawk Pod · Oct 15
- Sticky inflation and higher rates cited as ongoing risks to the outlook.US Q3 Earnings Kickoff: JP Morgan, TSMC, Tesla & Netflix · Market Watch · Oct 14
- Host says persistent inflation is coming from energy prices tied to the Iran war.America's Truckin' Network 10/14/26 · 700 WLW On-Demand · Oct 14
- Global inflation projected to rise to 4.7% this year, driven by commodity and energy prices.OPEC sharply cuts 2026 global oil-demand forecast · Global Business · Oct 13
- A strong dollar, high rates and elevated oil and mortgage costs weigh on markets and consumers.We Analyzed 6 AI Sectors - Only 3 Look Like HUGE Opportunities · Milk Road Stocks · Oct 13
- A hot CPI print could reverse the apparent cooling and raise rate-hike odds, creating volatility.Explaining the Recent Ledger Exploit + How to Ensure Your Cold Storage Wallet is Secure · Rise Up Media · Oct 13
- A hot PPI reading and rising money-market reliance suggest persistent inflation pressure.Russia Comes for Your Keys & MSCI Comes for Saylor · Bitcast · Oct 17
- September inflation accelerated to 3.7% with energy and airfare surging, pressuring consumers and the Fed.HoosLeft This Week - October 18, 2026 · HoosLeft Podcast · Oct 18
- Import and producer prices surprised higher, keeping pressure on the Fed to tighten.9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26 · Squawk on the Street · Oct 16
- Host notes CPI accelerating, driven largely by energy prices.Oct 14: Data Centers and America's Future · Daily Crypto News · Oct 14
Mixed 9
- Oil-driven first-round inflation may not require further rate hikes, but profit-led pressures are a risk.UBS On-Air: Paul Donovan Daily Audio 'Inflation you can’t believe in' · UBS On-Air: Market Moves · Oct 14
- Inflation is elevated near term from energy and food pressures but domestic services inflation remains contained.Singapore GDP grows 5.4% in Q3 as MAS holds monetary policy steady · CNA938 Rewind · Oct 15
- Inflation expectations are elevated in the near term, though long-term expectations look anchored.Lessons in communication for Kevin Warsh. With Chris Giles · The Economics Show · Oct 16
- Hot core CPI may delay Fed action, yet inflation expectations are described as near target.Samsung Puts Stablecoins on 82M Galaxy Devices; BTC Slides on Hot CPI · CoinDesk Podcast Network · Oct 14
- Headline CPI expected to rise while core inflation looks steadier, leaving the inflation trend unclear.5 Stocks to Sell for Tax-Loss Harvesting · The Morning Filter · Oct 12
- Inflation remains elevated and its timing to target drives the yield move, though supply shocks should fade.Top of the Morning: Fixed Income Strategist - Optics and opportunities · UBS On-Air: Market Moves · Oct 18
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- Stubborn inflation and commodity pressure, though breakevens remain anchored near 2.3-2.4%.Evoke 20-Minute Market Outlook Podcast for Q4 2026 · Evoke 20-Minute Market Outlook · Oct 16
- Hosts expect a hot headline CPI from energy prices but suspect data may be managed before midterms.Paul Tudor Jones Sees IPO Lockups Threatening 2027 Stocks · The Modern Market Show · Oct 14
- Argentina's inflation has fallen sharply under Milei, but dollarization was dropped and the central bank reform is unfinished.Bitcoin Is a Threat to Government-Controlled Money · The Reason Interview With Nick Gillespie · Oct 16
Neutral 7
- Discussed factually: oil-driven price moves, airfares rising faster, breadth of inflation narrowing.UBS On-Air: Paul Donovan Daily Audio 'Peculiar US price increases' · UBS On-Air: Market Moves · Oct 15
- Diesel prices far higher than January 2025; final European CPI shows energy pass-through without second-round effects.UBS On-Air: Paul Donovan Daily Audio 'A dangerous game?' · UBS On-Air: Market Moves · Oct 13
- Inflation data is discussed factually, with oil-driven price effects largely expected and priced in.UBS On-Air: Paul Donovan Daily Audio 'Precisely' · UBS On-Air: Market Moves · Oct 16
- Inflation expectations are stable; the discussion frames inflation as a persistent, spikier backdrop.Are rising bond yields a threat to stock markets? · Asset Allocator · Oct 15
- Headline inflation is driven mainly by fuel prices from the Middle East rather than overheating.VIETNAM ENTERPRISE INVESTMENTS LIMITED - VEIL Webinar: Vietnam's Emerging Market Transition - Growth, Earnings & Investment Outlook · Investor Meet Company - Audio Archive · Oct 13
- Upcoming inflation reports later in the week are a key event for markets.Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In Focus · Stock Market Today With IBD · Oct 13
Around it
Companies named
Shows that covered it most
- UBS On-Air: Market Moves8
- Squawk on the Street5
- The Dividend Cafe3
- The Options Insider Radio Network3
- Investor Meet Company - Audio Archive2
- Rise Up Media2
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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