
Episode #30
Is the U.S. Economy Overheating? Growth, Inflation & the Fed’s Dilemma
Chris Harris examines whether the U.S. economy is overheating amid strong GDP, robust business investment (especially in AI and data centers), low unemployment, and persistent inflation above the Fed’s 2% target. The episode explores implications for the Fed’s policy path, longer-term Treasury yields, and how sustained higher rates could affect stocks, bonds, real estate, and investor strategy—plus the key data to watch: PCE inflation, GDP readings, and the 10‑year yield.

