The economy is overheating with nominal GDP growth of 5.5-6%, driven by AI CapEx and resilient consumers, but core PCE inflation at ~3.5% remains well above the Fed's 2% target. The Fed under Kevin Warsh has a one-sided focus on price stability, implying further rate hikes are needed to bring inflation down.
explicit
NDX
Oil
Metals
USD
Core PCE cautious up
PGIM
7.8
Asset Manager $1400.00B
Rob Sockin 8.0
Asset Manager $1400.00B
Rob Sockin 8.0
PCE; Fed funds; DXY
6/25/2026 7:02:38 PM
yields
they're gonna have to hike rates to bring inflation back down
| 6/17/2026 12:17:31 AM | short term cautious up | 5 days later | +0.94% | +0.47% |
| 5/29/2026 12:40:23 PM | short term cautious up | 7 days later | +1.72% | +0.86% |
| 5/8/2026 4:06:17 PM | medium term cautious down | 21 days later | +1.47% | -0.74% |
| 4/22/2026 1:36:12 PM | short term up | 5 days later | +0.72% | +0.72% |
| 3/13/2026 9:58:26 PM | short term up | 7 days later | +2.70% | +2.70% |
| 1/7/2026 1:57:49 PM | medium term cautious up | 20 days later | +1.63% | +0.81% |
| 1/5/2026 10:58:21 PM | medium term up | 20 days later | +0.81% | +0.81% |
| 12/4/2025 5:57:16 AM | medium term up | 21 days later | -0.07% | -0.07% |
