The Market Just Got a Huge Warning Sign
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 13 May 2026
⏱️ 21 minutes
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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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