Why Markets Are Shrugging Off Sticky Inflation

Why Markets Are Shrugging Off Sticky Inflation

May 15, 2026 · 25 min · Episode 114

About this episode

The episode discusses the current state of inflation and its impact on market expectations and the Federal Reserve's decisions.

Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.

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