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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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Links:

Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/

Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/

Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/

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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