Brent crude is back above $100, diesel prices are nearing $6 a gallon, and renewed tension between the U.S. and Iran is adding fresh pressure to the inflation outlook.

Chuck Zodda and Paul Lane discuss why energy markets are moving higher, how rising diesel costs could filter through the broader economy, and why fuel prices remain a major concern ahead of next week’s Fed meeting. They also break down how Americans really feel about the economy, why inflation has weighed so heavily on consumer sentiment, and Todd Lutsky’s explanation of how trusts can help manage estate planning, protect beneficiaries, and control how assets are distributed after death.

Investors are heading into a pivotal week with inflation data, rising energy prices, and the Fed’s next rate decision all in focus.

Mike Armstrong and Paul Lane discuss why the Fed’s September meeting could become a major credibility moment, how higher interest rates can pressure stocks, and why AI remains the driving force behind the market rally. Luke Kawa of Sherwood News joins the show to break down the Magnificent Seven, Oracle’s role as an OpenAI proxy, and what credit markets may reveal about the AI CapEx boom. They also cover diesel prices, the FIRE movement, Hollywood’s changing box office math, and the return of pension plans.

September has a rough reputation for stocks, but investors have bigger issues to watch this year as inflation data, rising energy prices, and the Fed’s next rate decision all converge.

Mike Armstrong and Paul Lane discuss why September is historically the weakest month for the S&P 500, why investors should be careful about overreacting to seasonal market stats, and how diesel prices near record highs could affect shipping, groceries, heating oil, and inflation. They also break down the upcoming Fed meeting, what the latest jobs report says about the labor market, why rate cuts look unlikely if inflation remains elevated, and how Scott Bessent’s yen intervention could matter for Treasury yields and borrowing costs.

Diesel prices have hit a new all time high, and energy expert Tom Kloza warns the pressure on diesel and heating oil could get worse heading into the winter.

Chuck Zodda and Mike Armstrong discuss the stronger than expected August jobs report, why the labor market still looks steady, and why the economy may be able to withstand higher interest rates. Tom Kloza, chief energy advisor for Gulf Oil and co-founder of OPIS, joins the show to explain why global refining capacity is under pressure, why diesel and heating oil supplies are especially tight, and what could drive prices even higher. They also cover mortgage rates near 7%, whether data centers hurt home values, Paul LaMonica’s outlook for healthcare stocks, and Tesla’s steering wheel-free Cybercab.

The August jobs report came in stronger than expected, keeping the labor market on solid footing and raising more questions about whether the Fed can justify leaving rates unchanged.

Chuck Zodda and Mike Armstrong discuss why 162,000 jobs added in August reinforces the view that the labor market is not the problem facing the economy, and why the Fed’s next decision may come down to whether inflation remains too high. They also break down President Trump’s call for lower interest rates, why stronger growth does not automatically mean lower Treasury yields, diesel prices hitting a new all time high, and why the sandwich generation is facing rising pressure from aging parents, children, and long term care costs.

Diesel prices are just cents away from an all time high, raising fresh concerns about shipping costs, home heating oil, and inflation heading into the fall.

Chuck Zodda and Mike Armstrong discuss why diesel inventories are especially tight on the East Coast, what could help ease the refined fuel shortage, and why Venezuela’s oil industry is unlikely to provide a quick fix for gas prices. They also cover the courts’ struggle to rein in Big Tech, rising 401k millionaire balances, the hidden costs of saving too much for retirement, joyful spending, and why AI generated restaurant photos are creating another backlash against the technology.

After months of market attention on war and AI, bond yields are now driving the conversation as investors weigh inflation, deficits, demand for Treasuries, and the Fed’s next move.

Chuck Zodda and Mike Armstrong discuss why bond yields are rising, why the explanation is more complicated than simply blaming the deficit, and how a changing rate environment could affect balanced portfolios. They also cover why future job reports may look underwhelming, how flat labor supply could keep wage and inflation pressure elevated, why renters investing instead of buying homes need discipline, and how financial scams are becoming harder to prevent as AI makes them more convincing.

Diesel prices are nearing record highs, and the pressure could soon show up across shipping, farming, retail, and the broader inflation picture.

Chuck Zodda and Marc Fandetti discuss why President Trump’s push for more U.S. refineries faces major practical and economic hurdles, why diesel supplies are becoming especially tight, and how higher diesel costs could affect everything from the fall harvest to holiday retail shipments. They also cover Uber’s latest job cuts, Broadcom earnings, whether AI is showing up in labor market data, Reagan’s Social Security reforms, and why social media may be making it harder to solve big political problems.

Global bond yields are climbing again, and the impact is showing up in mortgages, government borrowing costs, stock valuations, and the Fed’s next policy decision.

Chuck Zodda and Marc Fandetti discuss why rising long term rates matter for everyday borrowers, how higher Treasury yields can affect mortgages and asset prices, and why wars in the Middle East and Ukraine are complicating the Fed’s inflation fight. They also break down the case for and against a September rate hike, what upcoming CPI and jobs data could mean for Kevin Warsh, and Todd Lutsky’s explanation of how IRA beneficiary designations fit into an estate plan.