With inflation trends shifting, economic data sending mixed signals, and markets hovering near key levels, the big question is: what will the Federal Reserve do next?
Lance Roberts & Michael Lebowitz break down the Fed’s current dilemma—balancing inflation control with economic growth—and what it means for interest rates, equities, and bonds.
Key topics include:
0:00 - INTRO
1:04 - Markets Hit 5th All-time High for 2026
6:48 - Markets Up 11% from Bottom
11:35 - Pollen & Taylor Sheridan
16:25 - Allbirds & AI craze
20:12 - Market Turnover Velocity & SEC "oversight"
26:57 - Market Breadth & Growth to Value Rotation
31:22 - The Fed is Stuck
36:58 - The Tailwind for Fed Rate Cuts has Increased
39:02 - The Risk of Volatility Remains
41:19 - Markets Have Priced-in Iran
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The latest installment of our new feature, Before the Bell, "Markets Rally 11%: What’s Next?" is here:
https://youtu.be/ep4NAmWINYg
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Articles Mentioned in Today's Show:
"Oil Shock: Will The Fed Intervene"
https://realinvestmentadvice.com/resources/blog/oil-shock-will-the-fed-intervene-part-2/
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