Are rising inflation rates set to challenge the recent market rally? In our latest update, we unpack September's Core PCE reading, showing the largest monthly increase since April, reflecting pressures in service costs, including healthcare, and unexpected growth in goods prices like clothing and vehicles. With Core PCE up 2.7% over last year, just above forecasts, we examine the key factors influencing inflation and their potential impact on markets.

We also address concerning trends in personal savings and rising consumer credit use—behaviors that could add complexity to the Fed's path on interest rates. Hear how these dynamics have affected equity markets and bond yields, providing a balanced perspective on the economic forces at play. Stay informed with our latest market insights, and don’t forget to explore past episodes on our website MarketswithMegan.FM.

https://youtu.be/HmZ32DAfFDY

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