About this episode

The episode discusses the deepening inflation problem, warning signs in the market, consumer spending trends, and the performance of rental properties.

The Fed’s Inflation Problem Just Got More Complicated U.S. inflation accelerated sharply in April, with CPI rising 3.8% year-over-year, the highest reading in nearly three years, as the Iran conflict continued to ripple through global energy markets. Core CPI, which excludes food and energy, also rose to 2.8%, up from 2.6% in March, suggesting inflation… The Market Continues To Flash Warning Signs Beneath The Surface The semiconductor sector, as measured by the Philadelphia Semiconductor Index, has only been this extended above its 200-day moving average twice before in modern history: 1995 and early 2000. Those are not random comparisons. In 2000, semiconductors peaked alongside the final stages of the dot-com… Consumers Say They’re Worried, But They Keep Spending The latest U.S. retail sales report continues to tell a very different story than consumer sentiment surveys.According to the latest Census Bureau retail sales data, overall retail and food service sales remained resilient, with strength in online retail, restaurants, electronics, and discretionary categories. Even after adjusting for slowing momentum from March’s surge, spending activity continues… Financial Planning…

People in this episode

Hosts: Brent Wilsey, Chase Wilsey

Topics covered

• inflation
• market analysis
• consumer spending
• rental property performance
• semiconductor sector

Keywords

• inflation
• CPI
• retail sales
• semiconductors
• rental properties
• consumer sentiment
• financial planning

Mentioned in this episode

Organizations: Fed, Census Bureau, Philadelphia Semiconductor Index, dot-com

Places: U.S.

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