Macro and Rates
Inflation
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 46
- Share
- 4.9%
- Shows
- 41
- Net sentiment
- −0.63
Down from 8.0% of episodes in the weeks before; net sentiment was −0.77.
Bullish 6Mixed 4Neutral 3Bearish 33
5 weeks
Share of each week's episodes, and net sentiment.
0%5%10%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 6
- Core inflation momentum likely peaking soon, easing pressure on rates and funding markets.Is Inflation About to Derail the Rally? · Macro Mondays · Oct 19
- Guest argues inflation above 2.5% favors value stocks and above 4% favors Canada.Forget the S&P 500. Inflation Could Make Canada the Better Bet · In the Money with Amber Kanwar · Oct 20
- Ongoing monetary debasement is cited as pushing up nominal real estate and Bitcoin prices.Everyone’s Missing The Best Investment of The Decade | Grant Cardone & Leon Wankum · Rob Wallace | Bitcoin News · Oct 23
- Midstream real assets and inflation escalators tend to perform well during inflationary periods.VettaFi sees 40% North American natural gas demand growth over next decade · Proactive - Interviews for investors · Oct 22
- Energy shock and producer-level price pressures suggest inflation will push commodities higher.Oct 22 | Commodity Week · Commodity Week · Oct 22
- Expected inflation and oil-driven price pressures are seen as supportive for gold as a hedge.Felix Nikolas Prehn: Why Central Banks Keep Buying Gold As Prices Fall · Felix Nikolas Prehn's Podcast · Oct 22
Bearish 33
- Repeated oil and supply shocks keep inflation elevated and constrain central banks.UBS On-Air: Paul Donovan Daily Audio 'Up we go again' · UBS On-Air: Market Moves · Oct 21
- PMI price gauges hit their highest since 2022 and core PCE expected to rise, pressuring the Fed toward tightening.Fairly Choppy Markets, Light Macro Heading Into Fed Day (E282) · DoubleLine Minutes · Oct 23
- Energy-driven inflation and possible second-round effects keep central banks tightening.One Global Shock, Different Rate Paths · Thoughts on the Market · Oct 23
- Debt sustainability pressures could push inflation above 2%, eroding purchasing power of cash and bonds.France Won’t Default. And That’s the Problem. · Less Noise, More Signal · Oct 21
- Hot CPI print and sticky shelter and energy costs keep inflation concerns alive for markets.Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26 · Squawk Pod · Oct 19
- Oil-driven bad inflation squeezes real wages and demand, leading to eventual demand destruction.10-19-26 Why Bad Inflation May Be Good for Markets · The Real Investment Show Podcast · Oct 19
Show 27 moreShow fewer
- He expects inflation to rise from massive money printing, hurting markets and poorer households.Stan Druckenmiller: Macro, QE, Inflation, The Fed, Investing · Investing Legends · Oct 22
- Inflation is still elevated and not falling toward target, constraining the Fed.54. AI Is Creating a Problem the Fed Can’t Fix (Oct 2026 Interest Rate Update) · AJ Osborne Podcast · Oct 21
- CPI at 3.7% and broadening price pressures suggest inflation is entrenched, not a temporary energy shock.Chinese FM's takeaways from his Eurasia trip · World Today · Oct 20
- Hot inflation and falling real wages squeeze consumers and threaten the political and economic outlook.Why The Stock Market Is Booming — But Your Paycheck Isn't · Prof G Markets · Oct 19
- He sees oil and tariff shocks as deflationary for demand absent a wage response, so inflation should fade.David Rosenberg: Bubbles, Bonds, and Boomers · Insight is Capital™ Podcast · Oct 23
- Higher fuel and freight costs feed into prices of goods, food and manufacturing inputs.The damage doesn't end when the disruption ends · Information is everywhere ⦿ Understanding is not · Oct 23
- Recent inflation readings were poor, reinforcing the risk of tighter policy ahead.Joseph Cavatoni: Gold, Inflation, Interest Rates & Geopolitics · The Prospector News Podcast · Oct 22
- Host argues affordability complaints are overstated, but acknowledges elevated prices and gas costs from the Iran war.Trump Warns America Could Face France-Style Riots · The Larry Elder Show · Oct 21
- Hot CPI and PPI data and elevated oil prices suggest inflation will persist and pressure Fed policy.Why Crypto Is Holding Up as the AI Trade Starts to Crack · Bits + Bips · Oct 20
- Hotter than expected US inflation rattled markets and pressured precious metals prices.Morning Briefing: Gold and Silver Under Pressure; Heliostar Reports High-Grade Gold at Ana Paula · Mining Stock Daily · Oct 19
- Hosts say official inflation understates real price increases, eroding purchasing power and wealth.LEAKED: Here's The REAL Reason America Hasn't Bought Bitcoin For its Strategic Reserve... · Simply Bitcoin · Oct 19
- Consumer and producer prices rose sharply, with tariffs and energy adding pressure that may not reverse soon.10.19 | Better than a boycott · The World and Everything In It · Oct 19
- Rising input and energy costs could squeeze Main Street businesses and slow consumer traffic.America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street · Motley Fool Hidden Gems Investing · Oct 25
- Higher energy costs feed through to prices and could force rate hikes and margin pressure.Why oil hasn’t ruined the global economy. With Rory Johnston · The Economics Show · Oct 23
- Fuel and energy input cost surges are pressuring margins and forcing price increases.Navigating Retail and Defense in 2026 · The Market Edge · Oct 23
- Persistent inflation points to higher-for-longer rates, pressuring over-levered borrowers.Guggenheim, Oaktree, Eagle Point share insights on credit · Credit Exchange with Lisa Lee · Oct 23
- Deluard expects any shock to be inflationary because policy responses will be inflationary.StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655 · The Meb Faber Show - Better Investing · Oct 23
- Energy-driven inflation above target for many months keeps pressure on rates and markets.It's a Bloodbath (EP. 487) · Animal Spirits · Oct 21
- Host says inflation is returning and will persist, keeping rates elevated.The Man Who Called 2008 Is Warning You Again - So Is JPMorgan’s CEO · IAllegedly · Oct 20
- Monetizing debt through the Fed is described as a hidden default that raises prices and cost of living.The $40 Trillion Question: Can America Escape Its Debt Trap? · The Economist Next Door · Oct 20
- Industrial diversification away from China is expected to be inflationary, raising borrowing costs.EP233: Long Takes From The Road: Thoughts on "Peak China" · Super-Spiked Podcast · Oct 24
- Host notes US inflation at 3.7% is eroding purchasing power despite wage gains.France Is Burning (America Could Be Next) · ITM Trading Podcast · Oct 21
- Sticky inflation and oil prices pressure margins and have forced Fed rate hikes that stall the economy.Private Equity in Q3 2026: Holds Stretch as the Deal Market Waits · Private Equity Podcast: Karma School of Business · Oct 21
- Hormuz disruption is driving higher fuel prices at the pump and damaging the economy.Fmr. Secretary of Defense Leon Panetta on Iran, Failed Wars, and Washington’s Fatal Mistakes · The Burn Bag Podcast · Oct 20
- High energy prices, sticky inflation and fiscal concerns add uncertainty that is boosting hedging demand.Inside the Biggest Bond Boom in Years · Thoughts on the Market · Oct 21
- Inflation and gas prices are rising, adding pressure on the economy and policy.Tension and Tirades Inside the U.S. Treasury · The Journal. · Oct 19
- Argues high fuel and diesel prices are skewing headline inflation and hurting households.Can Michele Tafoya Win the GOP a Minnesota Senate Seat? · All Things with Kim Strassel · Oct 20
Mixed 4
- Hot inflation may reflect resilient demand rather than stagflation, but adds pressure on policy.A Narrower Path for Growth and Stability · Thoughts on the Market · Oct 19
- Headline CPI came in hotter than expected, though overall disinflation trend remains intact.Top of the Morning: CIO Strategy Snapshot - Sustainability of the AI trade · UBS On-Air: Market Moves · Oct 19
- Conflict-driven inflation has forced central banks to rethink, though many inflation elements are easing.Fixed Income Conversation Corner with Lindsay Rosner (GSAM) and Leslie Falconio (UBS CIO) · UBS On-Air: Market Moves · Oct 21
- Persistent Australian inflation and weak productivity limit the RBA's room to cut or ease.Tesla's Flying Car, Alphabet's AI Moat & US Banks Earnings · Market Watch · Oct 19
Neutral 3
- Hyperinflation of the assignats is described historically, not as a current market view.The French Revolution's disastrous money experiment - Part 2 · The Story of Money · Oct 21
- Japanese inflation came in as expected, with markets not expected to react strongly.UBS On-Air: Paul Donovan Daily Audio 'Who cares about technology?' · UBS On-Air: Market Moves · Oct 23
- Price increases are felt strongly, but wage growth has largely offset them over the period discussed.Why Younger Generations Are Convinced They Are Falling Behind | Philipp Carlsson-Szlezak · Hidden Forces · Oct 22
Around it
Companies named
- Enbridge1
- Procter & Gamble 1
Shows that covered it most
- UBS On-Air: Market Moves4
- Thoughts on the Market3
- Macro Mondays1
- Market Watch1
- Mining Stock Daily1
- Prof G Markets1
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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