# @benzinga on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=6zcCua7ShPI
- **Gondola URL:** https://gondola.cc/posts/70717360-benzinga-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/7a1c69e1fb.jpg
- **Posted:** 2026-09-10T16:00:06.000+00:00
- **Account Owner:** Benzinga | News That Moves (@benzinga) — https://gondola.cc/benzinga

## Caption

For most of the past year, investors were waiting on one thing from the Federal Reserve: rate cuts. Then, over just a few weeks, that hope vanished, and the market flipped from expecting cuts to bracing for a possible rate HIKE. As one Realtor.com economist put it, the question is no longer if the Fed hikes, but when. Here's the twist almost everyone is getting wrong: it didn't happen because inflation came roaring back. In this video I break down the real reason the rate cuts disappeared, why brand-new Fed Chair Kevin Warsh is suddenly talking so tough, and what it actually means for your money, without the fear-bait.

The key is a distinction most people never hear explained: the difference between CPI, the inflation number you hear about most, and PCE, the gauge the Federal Reserve actually targets at 2%. CPI cooled off, but the Fed's preferred PCE measure stalled, stuck around 3.7% (core near 3.3%) for months, well above target and refusing to fall further. That stall, not a spike, is what killed the cut narrative and put a hawkish new Fed chair on high alert. We decode exactly what Warsh signaled at Jackson Hole, why his tough talk is about credibility and a genuine inflation stall rather than a fresh emergency, the one real wildcard that could force an actual hike (oil), the honest answer on whether the Fed will raise rates at its September meeting, and what "higher for longer" means for a stock market that got addicted to cheap money.

Chapters:
0:00 Why the market expected Fed rate cuts
1:21 The Fed cut rates, then paused
2:02 How the jobs report flipped the Fed outlook
2:49 Is inflation actually roaring back? The truth
3:34 The real reason cuts vanished: CPI vs PCE
4:34 Inflation is stuck above the Fed's 2% target
5:14 Kevin Warsh: decoding the hawkish Fed chair
6:54 Oil: the wildcard that could force a rate hike
7:41 Will the Fed hike rates? The honest answer
8:38 What higher-for-longer rates mean for stocks
9:24 What to watch: the Fed, inflation, and oil
10:04 Recap: why the Fed isn't cutting rates

#Fed #InterestRates #StockMarket

$SPX.

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## Stats

- **Views:** 859
- **Likes:** 12
- **Shares:** 0
- **Comments:** 10

## Tags

stockmarket, interestrates, fed

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