Episode Details

The latest inflation report came in largely as expected, giving the Federal Reserve something increasingly valuable: more time. Inflation was neither soft enough to eliminate concerns about price pressures nor hot enough to force the Fed's hand. That leaves investors asking what comes next for interest rates, the economy, and markets. Lance Roberts examines what the latest inflation data means for Fed policy, whether officials can remain patient, and what investors should watch as the debate over inflation and interest rates continues. 0:00 INTRO 0:50 - CPI & Bond Auction Action 4:00 - Markets Are Stretched 9:31 - Lebo Merch 11:03 - CPI, Inflation, & Oil Prices 12:31 - What The Fed Should Do 16:08 - Core Inflation 18:01 - Inflation vs Prices 20:29 - Why Inflation is Important 21:01 - Why Leave Your Money at Old Company? 21:55 - Why Inflation Matters 24:48 - What the Fed May Do in September 28:31 - CPI Measurement & Boskin Commission 32:09 - The AI "Circular Financing" Narrative Debunked 35:43 - AI Spend per Employee per Month (Chart) 38:19 - AI Winners & Losers Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "Retail Investors Are Chasing Again," https://youtu.be/1sKwI4gscZo -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Hl6lVuNeTYM ------- Articles mentioned in this report: "Wall Street To Support Data Center Growth" https://realinvestmentadvice.com/resources/blog/wall-street-to-support-data-center-growth/ ------- Watch our previous show, "Q&A Wednesday - Is Inflation Back in Control?" https://youtu.be/ygeDd0d0XF8 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #SP500 #MarketOutlook #PortfolioManagement #Inflation #FederalReserve #InterestRates