Jeremy Siegel: Why the Fed May Not Be Done Raising Rates
Episode Description
ABOUT THE EPISODE Strong economic growth, stubborn inflation, and rising energy costs could give the Federal Reserve reason to keep interest rates higher for longer.
Jeremy Siegel, Wharton Emeritus Professor of Finance, explains why the Fed may need to raise rates again, what wage growth and bond yields reveal about the economy, and how oil prices could affect consumers and inflation. He also discusses U.S.-China trade, the market implications of a potential Strait of Hormuz agreement, and the continuing AI investment boom.
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Brief Summary
Jeremy Siegel discusses the Fed's rate hike, economic forecasts, U.S.-China trade, and AI's economic impact.
Key points
- Fed's Rate Hike Speculation. The Fed raised rates by a quarter point, leading to speculation about future hikes.
- Trump and Xi's Upcoming Meeting. As Trump prepares to meet Xi, hopes for stable trade relations are discussed.
- Impact of A.I. on the Economy. Concerns arise about A.I.'s influence on the economy and stock market.
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Episode highlights
- Fed's Rate Hike SpeculationThe Fed raised rates by a quarter point, leading to speculation about future hikes.“What's next for the Fed?”0:29Sep 25, 2026
- Trump and Xi's Upcoming MeetingAs Trump prepares to meet Xi, hopes for stable trade relations are discussed.“What should we hope to see?”6:07Sep 25, 2026
- Impact of A.I. on the EconomyConcerns arise about A.I.'s influence on the economy and stock market.“Can A.I. run amok and do bad things?”10:58Sep 25, 2026





