175 - The Inflation Pipeline Is H...
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175 - The Inflation Pipeline Is Heating Up | IINsights
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Roaming Returns by Tim & Carmela

Episode notes

This week’s episode breaks down a short but loaded market week: the August jobs report, the Producer Price Index, pipeline inflation, dividend income updates, and the latest portfolio moves.

We cover:

  • Why the August jobs report looked strong on paper
  • Why labor data revisions still deserve skepticism
  • How wage growth compares to inflation
  • Why PPI is a bigger problem than the headline suggests
  • How diesel and freight costs move through the entire economy
  • Why pipeline inflation matters before prices hit store shelves
  • What this means for the Fed’s rate-cut fantasy
  • This week’s Top 5 IINvestments going ex-dividend (plus a bonus ticker)
  • August dividend updates across the retirement, main, and income portfolios
  • Portfolio moves and ongoing income-portfolio risk cleanup ... 
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Keywords
Dividend InvestingInvesting StrategyValue InvestingPortfolio UpdateFederal ReserveInterest RatesInvesting Insightsjobs reportinflationeconomic news