This chapter delves into the components of CPI inflation and Supercore inflation, emphasizing the significance of core services minus housing in controlling inflation. The conversation explores the Federal Reserve's perspective on inflation, potential shifts in policies, and the impact of inflation metrics like CPI components. It also highlights changing consumer behaviors around interest rates, discussions on high-yield investments, and the effects of inflation on sectors like auto insurance rates.
On episode 138 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin and Callie Cox to discuss: the Fed's next move, why inflation is so stubborn, Larry Fink's shareholder letter, the craziest meme stock yet, why people play the lottery, the problem with housing, and much more!
This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape.
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