What Strong Growth Means for the Fed and Markets

The economy remains strong, but inflation and higher energy prices could keep the Federal Reserve on alert.

Jeremy Siegel, Wharton Emeritus Professor of Finance, discusses the Fed's latest rate increase and why additional hikes may still be ahead. He explores strong GDP and wage data, the effect of rising oil and diesel prices on inflation, and what the bond market is signaling about monetary policy.

Siegel also examines U.S.-China trade negotiations, the potential market impact of a reopening of the Strait of Hormuz, and why continued investment in AI could shape corporate earnings and market performance.

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