WSJ's Take On the Week

This week, we’re looking at what the Federal Reserve is watching as it plots the course of interest rate hikes. In their most recent meeting, last month, minutes revealed that a majority of Fed members say one more rate hike would be appropriate. We’re two weeks away from the next Fed meeting, and investors are paying close attention as the decisions made will play a significant role on consumer spending and banks’ deposits. Mary Daly, the president of the San Francisco Federal Reserve, joins us with her take on where the economy stands, and what people are telling her about their personal economic outlooks. With stalled progress in slowing inflation revealed in September’s consumer-price index report, the road to two percent may take longer than investors would like. Plus, we’re looking ahead to earnings reports coming this week from Goldman Sachs, Netflix, and Johnson & Johnson. Michael Farr, CEO of investment advisory firm Farr, Miller, & Washington, tells us why those are the companies he’ll have his eye on this week and what their earnings reports can tell investors about how consumers are spending their money. Further Reading Fed Minutes Show Officials Divided on Future Rate Rise  How Banks’ Deposit Pressures Could Get Worse, in Three Charts  Why Consumers Are Mad About Inflation Even Though It Has Fallen  This Inflation Report Won’t Let the Fed Declare Victory  For more coverage of the markets and your investments, head to WSJ.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week focuses on the rise in bond yields and its implications for interest rate hikes and banking, along with the upcoming earnings reports of JPMorgan Chase, Wells Fargo, Citigroup, and Delta Airlines. The podcast also explores the challenges faced by Delta with rising costs and changes to their Skymiles program. Additionally, it discusses the potential impact of Taylor Swift's concert film on the movie industry.

Economist Danielle DiMartino Booth predicts a recession as student loan payments resume. Constellation Brands' success with Modelo beer makes it a stock to watch. The UAW strike raises concerns over stock buybacks and CEO pay.

This week, we have our eye on the sneaker giant Nike. The company behind the Lebron 21, Air Force 1 and Air Jordans is expected to report its first quarter earnings, and it comes at a pivotal time. Nike stock is down around 20% year to date, as it faces a glut of inventory and a rash of thefts. Ahead of the holiday shopping season, Barclays analyst Adrienne Yih explains why she thinks it’s time to Just Do It and bet on Nike stock going higher. We’re also adjusting our collars as we gear up for Paris Fashion Week. What does the semiannual designer presentation tell us about how luxury brands are doing in the market? WSJ reporter Nick Kostov will let us know. And with the release of the new movie “Dumb Money” about the GameStop saga, we’re going to talk meme stocks with WSJ’s Gunjan Banerji. Further Reading How Nike Sneakers Get Stolen at Every Turn   Nike Broke Up With Retailers. Now It’s Trying to Win Them Back.   It’s Not Your Imagination—Shopping in Person Is Getting Worse   Americans Are Buying Less Bling   The World’s Richest Person Auditions His Five Children to Run LVMH, the Luxury Empire   For more coverage of the markets and your investments, head to WSJ.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The podcast discusses the Federal Reserve's upcoming interest rate decision and its implications for the economy and stock market. Former Fed official Vincent Reinhart provides insights on the central bank's new approach. The struggles of shipping giant FedEx and its competition with UPS are also explored. The episode delves into the meaning of ESG investing and the challenges associated with it. Overall, the podcast provides valuable information for investors in the week of September 17.

The market’s next move will be determined by what happens with inflation, and this week, we’re looking ahead to the latest Consumer Price Index inflation report. One of the biggest drivers of inflation right now is housing costs. Chief economist at Zillow, Skylar Olsen, helps break down how the housing and rental markets are contributing to high inflation. Plus, WSJ’s Deputy Editor in Chief Charles Forelle joins to discuss Charles Schwab’s recent financial troubles and what those could mean for retail investors.  Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ’s Take On the Week is a new weekly podcast that looks ahead at the events on the economic and business calendar to explain what they mean for your money and investments. With straightforward analysis and insight from guests who know what matters, this show provides you with what you need to know to take on the week. Episode 1 will be available September 10. Learn more about your ad choices. Visit megaphone.fm/adchoices