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In this episode of The Lowdown, Michael Smith is joined by Sr. Portfolio Manager Kevin Lennox, CFA®, CFP®, to discuss the latest CPI report and economic trends. They discuss inflation, market reactions, and fiscal policies under President Trump’s administration. Key topics include the persistence of inflation, Federal Reserve rate expectations, U.S. debt refinancing, and the impact of monetary policies on markets. They also touch on geopolitical factors, creative financial strategies by the Treasury, and the role of AI in economic shifts. The discussion concludes with investment strategies emphasizing patience and opportunism in volatile markets. Let’s Chat: https://avidianwealth.com/get-started/ Michael Smith: https://avidianwealth.com/team-member... Kevin Lenox: https://avidianwealth.com/team-member... Disclaimer: Avidian Wealth Solutions is a registered investment adviser. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.