Inflation is heating up, consumer spending is showing signs of weakness, and the Federal Reserve faces another difficult decision. Could another interest rate hike be coming before the end of 2026?
Chief Investment Officer Megan Horneman discusses the latest Consumer Price Index (CPI), Producer Price Index (PPI), and retail sales report, and what they could mean for the economy, stock market, and Federal Reserve policy.
Find out: - Why producer prices surged 1.3% in September, the fastest monthly increase since April 2023 - How rising energy prices and trade-related costs are fueling inflation - Why headline retail sales may be masking weaker consumer spending - What softer spending could mean for third-quarter GDP - Why the Fed may hold rates in October but consider another hike in December - What's driving the divergence between the Dow, S&P 500, and Nasdaq as Treasury yields decline
With inflation pressures persisting and underlying consumer demand showing signs of slowing, the Fed's path forward is anything but straightforward.
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Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the c...
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