The 2026 Inflation Shock: Warsh, Stagflation, and the Fed’s Ultimate Test
How geopolitical conflict, surging prices, and a new Federal Reserve Chairman are reshaping the global economy.
About this episode
About the Episode: Welcome to a deep dive into the most pressing economic story of 2026: the sudden and severe resurgence of inflation. With the Personal Consumption Expenditures (PCE) index hitting a three-year high of 4.1% and a conflict in the Middle East driving up global energy and shipping costs, the specter of 1970s-style stagflation is once again looming over the markets. In this episode, we unpack the latest economic data, exploring what stagnant income growth, depleted consumer savings, and rising household debt mean for the future of American purchasing power.
Disclaimer
This podcast is financial commentary for informational purposes only and does not constitute a recommendation to buy or sell any security. We are not a registered investment advisor. Consult a licensed financial professional before making any investment decisions.