About this episode
The Federal Reserve has made its decision — but the real story is what comes next.
On this breaking news episode of The Money Path, host Todd M. Schoenberger is joined by Jay Hatfield, CIO of Infrastructure Capital Advisors, to break down the Fed’s latest rate decision and what it means for markets right now.
🚨 Key developments from today’s Fed meeting:
The Fed held interest rates steady, with only one dissent calling for a cut
The latest PPI inflation surged to 3.4% year-over-year, the highest in a year
The Fed’s dot plot signals just one rate cut this year and next
Oil prices remain elevated amid geopolitical tensions, raising inflation risks
⚠️ Jay Hatfield’s big warning: stagflation risk is rising
Jay explains why:
A sustained oil spike could push inflation back toward 4–5%
Cutting rates too soon could worsen inflation, not fix growth
The Fed may be relying too heavily on lagging data instead of forward-looking indicators
📉 Markets & strategy:
Why oil prices could fall back toward $70 if the Strait of Hormuz stabilizes
Why April 15th could be a major turning point for markets and earnings
Why investors should remain patient and avoid chasing short-term moves
📈 Bold call:
Jay maintains a long-term S&P 500 target of 8,000 — but says it hinges on geopolitical stability and easing energy pressures.
🎯 In this episode:
What the Fed got right — and what it got wrong
Whether stagflation is now the base case
How oil prices are driving monetary policy
What investors should do next
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