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Inflation is Rising Again — Here's What the Fed Will Do

Jun 26, 2026

The creator discusses the recent rise in PC inflation to 4.1% and core PC inflation to 3.4%, noting it's the highest in three years. They analyze the Federal Reserve's potential actions, specifically regarding interest rates at the upcoming July meeting. The creator expresses skepticism about the market's perceived odds of a rate hike, sharing their personal decision not to bet on the CME FedWatch tool's implied odds due to low payouts.

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The creator discusses the recent rise in PC inflation to 4.1% and core PC inflation to 3.4%, noting it's the highest in three years. They analyze the Federal Reserve's potential actions, specifically regarding interest rates at the upcoming July meeting. The creator expresses skepticism about the market's perceived odds of a rate hike, sharing their personal decision not to bet on the CME FedWatch tool's implied odds due to low payouts.

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