Explicit
AI
175 - The Inflation Pipeline Is Heating Up | IINsights
Explicit
AI
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 ...
Keywords
Dividend InvestingInvesting StrategyValue InvestingPortfolio UpdateFederal ReserveInterest RatesInvesting Insightsjobs reportinflationeconomic news