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Motley Fool Hidden Gems Investing

The Market Just Got a Huge Warning Sign

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 13 May 2026

⏱️ 21 minutes

🧾️ Download transcript

Summary

Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what’s driving the increases and how it may eventually cause some shocks in a highly valued stock market today. Travis Hoium, Tyler Crowe, and Lou Whiteman discuss: - Consumer price index (CPI) surge - Producer price index (PPI) surge - What higher inflation means for the market Companies discussed: Costco (COST), Walmart (WMT), Target (TGT). Host: Travis Hoium Guests: Tyler Crowe, and Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Inflation is back and Motley Fool Hidden Jems Investing starts now.

0:07.0

Welcome to Motley Fool, Hidden Jems Investing. I'm Travis Hoym, joined today by Rachel Warren

0:14.0

and our substitute for Lou Whiteman, Tyler Crow. Guys, we are going to talk a lot about inflation today.

0:21.6

And before you think that this is going to be a boring episode, we are going to tie this

0:24.9

to what this means to investing, because inflation is not all that fun.

0:29.7

As a, I don't like it where prices go up.

0:32.2

I don't think anybody really does, but it really matters to what's going to happen to the

0:36.4

market.

0:36.6

So we're going to try to

0:37.5

piece all this together. The thing that came out earlier this week, we'll get to PPI in just a

0:44.1

second, but CPI came out earlier this week. That's the consumer price index. This is what you and I

0:49.2

feel when we go to the grocery store, we fill up our gas tank. Inflation, Rachel, was 3.8% in the month

0:57.4

of April that was hotter than expected and much higher than the, you know, kind of two or three

1:03.4

percent that the Fed would like inflation to be at. And things are really picking up. You know,

1:08.6

energy prices were up 6.1 percent. Vehicle maintenance is up.

1:12.7

Food is up. That's the stuff that we feel as consumers. So what stuck out to you in the data and kind of

1:19.7

how do you wrap your head around it? Well, that headline number's up a bit from 3.3% in March.

1:25.4

It's the highest annual rate we're seeing since May of 2023.

1:29.1

That's spike, though, as you noted, it's being heavily fueled by. We saw an energy index surge

1:33.8

of 17.9% over the last 12 months. Energy commodities spike 29.2%. Gas prices up 28.4%. Fuel oil, rising 54.

1:42.8

34.3%. Core inflation, right? So excluding volatile

1:47.0

food and energy costs also accelerated to 2.8 percent annually, hitting a monthly increase of

...

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