Bear in mind, this inflation is being driven by delays and disruptions in the supply of goods and oil, not excessive money printing or low interest rates. Raising interest rates in this situation could hurt the poor more than it helps by making borrowing more expensive without fixing the underlying supply problems.
The FED is making a MAJOR mistake hiking rates in December, let alone by 50bps…
Here’s why:
1. Oil just crashed -20%
2. Stock market just collapsed -10% at record pace
3. Inflation is mild at 40 year averages
4. CPI/PPI is beginning to peak
5. Gold/Copper broke major uptrend…— Mike Investing (@MrMikeInvesting) November 11, 2026
To be clear, I still think it is still a mistake to hike, and definitely a mistake to hike 50 bps in December.
What that mistake means is that the Fed will have to cut sharply in 2H 2027,
— Anna Wong (@AnnaEconomist) November 10, 2026
CPI will be lower next month because oil is falling. All of the inflation is oil driven. It really isn't that complicated.
— Angie G (@MomAngtrades) November 10, 2026
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