Roaming Returns

175 - The Inflation Pipeline Is Heating Up | IINsights

September 13, 2026·53 min
Episode Description from the Publisher

This week’s episode breaks down a short but loaded market week: the August jobs report, the Producer Price Index, pipeline inflation, dividend income updates, and the latest portfolio moves.We cover:Why the August jobs report looked strong on paperWhy labor data revisions still deserve skepticismHow wage growth compares to inflationWhy PPI is a bigger problem than the headline suggestsHow diesel and freight costs move through the entire economyWhy pipeline inflation matters before prices hit store shelvesWhat this means for the Fed’s rate-cut fantasyThis week’s Top 5 IINvestments going ex-dividend (plus a bonus ticker)August dividend updates across the retirement, main, and income portfoliosPortfolio moves and ongoing income-portfolio risk cleanupIf you like weekly market breakdowns with a dividend-income lens—and you want the version that looks under the hood instead of clapping at the headline number—this is your IINsights drop.Where You Can Subscribe To Our Weekly UpdatesEmail SubscriptionSubstack Newsletter SubscriptionLinkedIn Newsletter SubscriptionLeave a comment:On this episode's Youtube Video_________________________________________________________________________________DISCLAIMER Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.Episode music was created using Loudly.

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