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EP. 6 MACRO

Inflation Won’t Quit: The Fed’s Dilemma and What It Means for Your Portfolio

May CPI hits today, the jobs market surprises again, and the Fed is running out of easy options — here's what investors need to know.

Hosted by James Carter & Elena Park June 11, 2026
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About this episode

The U.S. economy is sending contradictory signals: May payrolls came in at 172,000 — more than double what Wall Street expected — yet inflation is still running at 3.8% and the May CPI report drops this morning. James and Elena break down what's really happening beneath the headline numbers, why a strong jobs report is now bad news for markets, and what a potential Fed rate hike would mean for portfolios built around the assumption that rates were heading lower.

Timestamps

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Disclaimer

This podcast is financial commentary for informational purposes only and does not constitute a recommendation to buy or sell any security. We are not a registered investment advisor. Consult a licensed financial professional before making any investment decisions.