Soft Landing in Sight? CPI, Fed Policy & Trade Updates

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Inflation appears to cool, markets hit new highs, and the Fed faces tough choices with limited data.

In this episode of Blue Chip NOW!, Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP® break down the latest CPI report, energy and commodity trends, Fed policy outlook, and U.S.–China trade updates — plus what it could mean for your portfolio.

In this episode:
• Why the latest inflation data could support Fed rate cuts
• What’s behind shifts in oil, gold, and commodity prices
• How the Fed is “flying blind” amid limited economic data
• The real impact of U.S.–China trade optimism
• Whether market highs mean it’s time to worry about valuations

💡 Stay informed. Stay confident. Listen to the full discussion now.

“Inflation not only is something that consumers feel and react to, but it’s also a driver of monetary policy.” – Matthew Mondoux

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Dan Seder: https://www.bluechippartners.com/abou...

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Timestamps:
00:00 – Introduction
00:55 – Inflation Update: September CPI slightly below forecast
03:48 – Commodities & Energy: oil oversupply, gold strength, and inflation hedges
06:32 – Federal Reserve & Policy Uncertainty: shutdown effects, missing data, and rate
09:28 – Trade Relations: U.S.–China optimism and “framework for a framework” deal
12:43 – Market Impact & Valuations: earnings strength and momentum trends
15:23 – Episode recap and closing thoughts