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Rate cuts were expected at the beginning of 2026. Then inflation concerns and rising energy prices put potential rate hikes back on the table. Now, the latest inflation data has changed the outlook once again.

In this episode of The Capitalist Investor, the team breaks down why inflation may remain between 3% and 4% for the foreseeable future and what that could mean for stocks, bonds, real estate, cash, annuities, and retirement income.

They discuss the potential rotation between growth and value stocks, why higher rates may benefit financial companies, how investors should review bond duration, and where to consider holding cash that is earning little or no interest.

Most importantly, they explain why investors should not make major portfolio changes every time the economic forecast shifts. The news can change quickly. A strong financial plan should be able to adjust without being completely rebuilt around each new headline.

The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific investment, financial, legal, or tax advice. Please consult a qualified professional regarding your individual situation.